MobileTech Client Setup on a Mobile Device
Working with MobileTech Setup Options
To access the MobileTech Setup Options, select Setup and then select MobileTech.
Viewing Options
The Options section displays your Technician ID, Employee ID, Employee Name, and the MobileTech Woodford version. All device settings are set up by your administrator in the MobileTech Woodford project.
Job Safety Analysis
If your company uses the Job Safety Analysis inspection report from Resco, you need to set Use Legacy JSA to False.
True: Your company uses the legacy Job Safety Audit with tasking for service appointments. This option does not work with job appointments.
False: Your company uses the Job Safety Analysis using Resco Inspections. The Job Safety Analysis can be used with service and job appointments.
Setting Up Time Entry Default Pay Codes
To save time when you create unbilled and billable time, expense, and travel entries, you can set up default pay codes. You can select a different pay code, if necessary when you complete an entry on your mobile device. Pay codes are set and assigned to individual technicians in Service Management.
If you don't set up pay codes, the pay codes from the labor, travel, and expense settings in the MobileTech setup are used. If no pay codes are set up there, default pay codes aren't displayed.
Select Setup.
Select MobileTech.
On the Setup page, select Time Entry.
Select the Default Unbilled pay codes to use for unbilled hourly, expense, and travel entries when you create timesheet entries.
Select the Default Billable pay codes to use for billable hourly, expense, and travel entries when you create time entries for appointments.
Select the Save icon.
Working with Resco Setup Options
The following setup options are from Resco. Some of the setup options below are not supported by MobileTech and changing these options may affect how the MobileTech works on your device.
Select Setup.
Select Resco.
Update the settings below and then select Save.
Accounts | |
|---|---|
CRM | Displays your email address. |
Network | |
Online Mode | Displays the Online Mode as set up by your administrator. |
Auto Sync | Displays the Auto Sync setting as set up by your administrator. |
Sync Login | Select On to require that you log on to MobileTech before you sync your mobile device. Select Off if you want to be able to sync your mobile device without logging on to MobileTech. |
Save Password | Select On to save your login password for the device that you're using. If this option is on, you don't have to enter your password each time you log on to MobileTech. If you select Off, you must enter a password on the device when you start MobileTech. |
Use Fingerprint | Turn on to use your fingerprint, Touch ID, and/or Face ID to log into MobileTech. We recommend leaving this turned Off if you share a device. |
Appearance | |
Language | Not supported by MobileTech. By default, it is set to Automatic to use the language of your device. |
New Form UI | Not supported by MobileTech. |
Max Image Size | iOS Only - Select the maximum image size. Default / 640 x 480 / 1024 x 768 / 1600 x 1200 / 2048 x 1536 / 2592 x 1936 |
List Buttons | Not supported by MobileTech. |
Map | Select On to make the Map button available. Locations on maps are displayed only if coordinates for locations are entered in Service Management. Contact your system administrator about making changes to the Service Management SV00200 table. |
Dashboard | Not supported by MobileTech. |
Change List | Not supported by MobileTech. |
Design Dashboards | Not supported by MobileTech. |
Private Charts | Not supported by MobileTech. |
AutoFormGrid | Not supported by MobileTech. |
Full Screen | This Windows-only option displays the full-screen setting as set up by your adminstrator.
|
Ask Before Exit | If you're using a Windows device, select On if you want to be prompted for a confirmation before closing MobileTech. |
PIM | |
Call Via | Not supported by MobileTech. |
Send Invites | Not supported by MobileTech. |
Use Reminders | Not supported by MobileTech. |
Send Email Via | Not supported by MobileTech. |
HTML Emails | Not supported by MobileTech. |
Signature | Not supported by MobileTech. |
Exchange Folder | Not supported by MobileTech. |
Show Images | Not supported by MobileTech. |
Mark Email Read | Not supported by MobileTech. |
Advanced | |
Home Realm | Not supported by MobileTech. |
ADSF Username | Not supported by MobileTech. |
UseSystemOAuth | Not supported by MobileTech. |
Web Service | Must be XRM. Other selections are not supported by MobileTech. |
Delete Data | Use this option to clear the local database. After you've entered information by using your mobile device and synced data, you can delete data, which lets you manage your device memory and optimize performance by removing old files. |
Max Attachment Size | If you're using a Windows or iOS device, select the file size of attachments, such as photos. If you're viewing an image that exceeds this size, it's resized to the maximum image size for viewing purposes and then returned to its original size. If you take a photo with your device, this is the maximum size of the photo. |
Display Density | If you're using an Android device, use this field to change the size of the content on the screen. You can use this setting to display more or less content, depending on the size of the screen and your preference. |
Max Attachment Size | The maximum size of any file that can be attached to records. This setting can't be changed on the device. This is a Woodford setting. |
Max Sync Records | The maximum number of records that can be synced to the mobile device for one entity. The default maximum is 100,000 records at one time, but you can decrease that number. |
Diag. Sync Log | Use this option to log details for synchronizations. |
Entity | Not supported by MobileTech. |
AppFolder | Not supported by MobileTech. |
Client Certificate | Not supported by MobileTech. |
Pinned Certificate | Not supported by MobileTech. |
