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MobileTech 2023 (9.5)
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MobileTech 2023 (9.5)
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All Help Documentation
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What's New in MobileTech
Release Notes
10/29/2025 - RESOLVED - Outage with Azure services that are causing problems
10/27/2025 - RESOLVED with 18.2.4 or higher - MobileTech App Sync Issue
April 2025 Service Pack Readme
September 2023 Readme
Installation & Administration Guide
Introduction
Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources
Access by User Role/Type
Control Definitions
Common Offline HTML File Layout
Call History Changes
PO Receipt Changes
Task Changes
Installing or Upgrading MobileTech
Install MobileTech Server
Upgrade MobileTech Server
Import the MobileTech Woodford Project
Install or Upgrade the MobileTech Client
Install eTimeTrack Web Service
Setting up MobileTech
Add Resco Cloud User to SQL Server Reporting Services
Set up Distributed Transaction Coordinator (DTC)
Setup Password Complexity and Lockout Policy
Increase the Maximum Size of the MobileTech Event Log (optional)
Menu Navigation Overview
Launching MobileTech Admin
Create a Cleanup Job for the Middle-tier Database
Set Up MobileTech Options
MobileTech Global Settings
MobileTech Company-Specific Settings
Email Settings
Report Settings
Mobile Device Global Settings
Service Call Settings
Time Log Settings
Field Invoicing and Field Payment Settings
Job Safety Tasks
Equipment Settings
Task Settings
Purchase Order Settings
Resolution Settings
Labor Settings
Travel Settings
Expense Settings
Inventory Settings
Auto Open Form Settings
Signature Settings
XOi Integration
Building Optimization Broker Settings
Quadra Integration
Set up Attachment Extensions
Set up Customer Options for Field Invoicing and Field Payments
Set up Report Email Options
Optional: Adding Information to Email Subject Lines and Attachment Names
Optional: Specify Which Report Attachments Sync to Devices
Set up TimeTrack Batch Options
Set Up New Users
Add a MobileTech User
Import Multiple MobileTech Users
Load Data
User Role Maintenance
Switching Companies
Set Up Additional Companies
Set up MobileTech on a Client Device
First Time Logging into Mobile CRM
MobileTech Client Setup on a Mobile Device
Setting up Host Syncing
Map Unbilled Activities to General Ledger Accounts
Enter the Google Maps API Key
Setting Up Woodford (optional)
Add Support Email Address (optional)
Adding Purchase Orders' PO Lines to Home Screen (optional)
Automatically Free Up Unused/Inactive Licenses (optional)
Edit Time Entry Minute Increment (optional)
Enable Flexible Forms (optional)
Enable Mobile Auditing (optional)
Enable Service Call Creation for Inactive Customers and/or Inactive Locations
Enable Service Call Creation for Both Inactive Customers and Locations
Enable Service Call Creation for Inactive Customers
Enable Service Call Creation for Inactive Locations
Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
Filter Service Call Types (optional)
How to Enable Multi-Factor Authentication for Resco Cloud (on-prem)
Set Technician Passwords with Admin Console (optional)
Set the Fetch Limit (optional)
Set Up the MobileTech Inspection Manager (optional)
Set up the Sync Date Filters (optional)
Turn Off Appointment Creation (optional)
Turn Off Service Call Creation (optional)
Turn Off Technician Activity Creation from Calendar (optional)
Use the GP Australia Telephone Number Format (optional)
Using Sync Dashboard (optional)
Setting Up Information in Microsoft Dynamics GP
Set up TimeTrack
Set up Attachments to be Sent to Technicians
Give Technicians Access to Inventory Items
Set up Billable and Unbillable Pay Codes
Set up Resolution Note Snippets
Assign Items to Vendors and Create Records for Unknown Vendors
Give Technicians Access to Vendors
Verify Mobile Vendor Setup for Drop-Ship Purchase Orders
Verify Signature Document Attachments Setup
Set up and Use Work Crews for Appointments
Set Up Job Safety Audit (JSA) Information
Set Up Sublocations for Barcoding
Setting Up XOi Deep Linking (optional)
Working with Resco Inspections (optional)
Enable Job Safety Analysis (optional)
Import Templates to Resco Inspections (optional)
Woodford Roles Overview
Limit Inspections to Technician Teams and/or Branches (optional)
Set Up Email Options for an Inspection Report (optional)
Enable the Tree View Folder Structure for Inspections (optional)
Updating the Available Views (Optional)
Import Questions from Images/PDF Documents (optional)
Inspection Validation During Appointment Validation Check (optional)
Adding Your Logo to an Inspection Report
Completing Administrative Tasks and Procedures
Access Resco Cloud Dashboard
Manage Resco Administrator Account
Monitor Processes and Tasks by Using Integration Monitor
Refresh Specific Lookups
Using Report Maintenance
View User Device Information and Sync Activity
Information Processing in Microsoft Dynamics GP
Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Drop Ship Purchase Order Receipts
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Troubleshooting
Callback Error
Database Upgrade '{org}' Version 38 to Version 39 Failed
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
Unable to Load Service Call Details Error
User 'xxx@xxx.com' is missing 'Read' privilege for 'mobileproject_role' entity on organization 'XXXX'
Resco's New Login Experience
MobileTech Help
Log into MobileTech
Refresh Your Mobile Device Data
Icons and Indicators
Searches, Filters, and Sorting Options
BOB Dashboard and Tabs
Synchronization
Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files
MobileTech Setup for Mobile Devices
Customers and Locations
Updating GPS Coordinates
Request Service History for a Location
Service Calls
Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials
Add Attachments to a Service Call
Create a Service Call or Request from BOB Dashboard or Tab
Inspections
Appointments
Create or Change an Appointment
Complete a Service Appointment
View Related Appointments
Enter a Labor Transaction Before Completing an Appointment
Enter a Travel Transaction Before Completing an Appointment
Enter an Expense Transaction Before Completing an Appointment
Enter an Inventory Transaction Before Completing an Appointment
Create a Task Materials Inventory Transaction
Create a Replacement Parts Inventory Transaction
Adding an Attachment to an Appointment
Adding an XOi Attachment
Time In and Out of Travel
Time In and Out of Appointments
Delete Time-In
Enter Work Crew Activity
Create a Technician Activity Appointment
Enter Time for Technician Activities
Enter an Appointment Resolution
Complete the Summary Tab
Complete a Job Safety Audit
Complete a Job Safety Analysis Inspection
Create or Edit Location Contacts
Create a Note
Set an Unsafe Work Environment Status
Field Invoices and Customer Payments
Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collecting the Signature for the Field Invoice Report
Collect Payments from Customers
Job Appointments
Enter and Edit Change Orders for Jobs
Complete a Job Appointment
Complete the Summary Tab for a Job Appointment
Purchase Orders
Receive Items from a Drop-Ship Purchase Order
Create a Purchase Order
Change or Delete a Purchase Order Line
View a Service Management Purchase Order
Equipment
Create or Change an Equipment Record
Working with Sublocations
Assign/Unassign Equipment on a Service Call
Request Service History for Equipment
Scan Barcodes
Enter a Meter Reading
Create or Edit a Refrigerant Tracking Record
Adding Attachments to Equipment
Time Entry
Adding Attachments to Time Entry
Create Time Entries for Unbilled Expenses
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Save Time Entries and Generate the Employee Time Sheet Report
Submitting Time Entries for Manager Approval
Updating Rejected Time Entries
PDF Downloads
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MobileTech 2023 (9.5)
Installation & Administration Guide
Introduction
On this Page
Other System Requirements
See the Compatibility section of the
Readme
.
