Service Call Settings

SetAppointmentDetailsOnNewCall

Allows technicians to set the appointment details from the New Call form. Appointment details include start date, estimated hours, description, and status. The default value is True.

• True: The Appointment Details fields display on the New Service Call form. 

• False: The Appointment Detail fields to display on the New Service Call form

• If AutoStatusUpdate is set, this will be the status that defaults in this field. This setup option is in the current Mobile Device Global Settings section.

• If TimeLogStatusUpdate is set, while this status is available in the status list, when selected, technicians will be prompted to synchronize their device. This status can only be selected when the technician is ready to time into the appointment, not when creating the appointment. See Time Log Settings.

SetCallerDetailsOnNewCall

Determines if the caller detail fields are enabled on the New Call form. The caller detail fields include Caller Name, Caller Email, and Caller Phone. The default value is False. 

• True: The Caller Detail fields display on the New Service Call form. 

• False: The Caller Detail fields to display on the New Service Call form.

CreateNewCallForBillOnlyLocations

Determines if technicians can create new service calls for locations marked as Bill Only in Service Management. The default value is False, which means the Bill Only locations do not appear in the lookups in MobileTech and technicians are not able to create new service calls for Bill Only locations. 

DefaultCallType

Determines the default call type for new service calls. The default value is <none>. Use the drop-down to select from the list of the available call types. (MCC is not included in the list.)

DefaultProblemType

Determines the default problem type for new service calls. The default value is <none>. Select the default problem type from the drop-down list of all problem types.

ShowRelatedAppointmentsOnCompletion

Allows technicians to view related appointments for the service call or job, regardless of the assigned technician. Technicians can also access related appointments from the Appointment form on the Related tab. The default value is True. See View Related Appointments.

• True: The Related Appointments button is displayed on the Completion form.

• False: Technicians do not see the Related Appointments button on the Completion form.

AllowRescheduleAppointments

Determines if technicians can change the start date and time of existing service call appointments and technician activities. The default value is True. 

• True: Technicians are able to change the start date and time.

• False: Technicians are not able to change the start date and time. The Start Date field is disabled on the Service Appointment and Technician Activity forms.

• This setting does not apply to creating new service appointments or technician activities.

• This setting also does not apply job appointments. The job appointment start date and time cannot be changed.