Set up Report Email Options

You can specify options to send MobileTech reports via email. For information about Inspection Email Options, see Set Up Email Options for an Inspection Report (optional).

1. In MobileTech Administration, select Setup Options, and then select Options > Report Options. The Report Email Options page is displayed.

2. You can set up the following information for sending reports and other documents, such as invoices, to a customer.

   • Report Source
     The name of the report. Available reports are:

     • Call Summary

     • Field Invoice: The Field Invoice report is available only if Field Invoicing and Field Payments is registered, and UseFieldInvoicing = True in the setup options.

     • Job Safety Audit

     • Employee Time Sheet: When the Email Technician option is marked, the Employee Time Sheet is emailed to the technician logged into the device:

       • After a job appointment is completed and synced if the appointment has at least one time entry. The Time Sheet will be for the current week and include all Job Cost transactions for the employees assigned to the time entries for the job appointment.

       • When the report is requested from the Time Entries list. The current list view determines which week the Time Sheet will be for, and it will include all transaction types (Job Cost, Service, and Unbilled). The employees included in the report will be determined by the user’s selection (run the report for all or select which employees to include).

     • Appointment Summary

     • Inspection Report: The Inspection Report is available only if VEI is registered.

     • Job Appointment Summary

   • Appointment Type: Indicates whether all appointments or only service appointments are displayed on the report.

   • Call Type: The default call type filter for the report.  Blank displays all call types. For inspection reports, verify that the correct call type is set up for inbound and outbound calls.

   • Division: The default division filter for the report. Blank displays all divisions.

   • Email Technician: Mark the checkbox if you want the technician to receive the report via email.

   • Report Type: Indicates a SQL Server Reporting Services (SSRS) report.

   • Report Format: The output format of the report:

     • PDF: Acrobat file

     • EXCEL: Microsoft Excel file

     • MHTML: Web archive file

     • IMAGE: Tagged Image File Format (TIFF) file

   • Report Path Name: Use SQL Server to determine the path where the report is deployed. The path is most likely either /Company Name/WennSoft Service/Call Summary or /Company Name/Signature Service/Call Summary, depending on whether you upgraded to MobileTech from a previous version or installed it for the first time.

   • Contact Role Type: Specifies which contacts receive automatic emails if you selected Signature Contact Management for the ReportEmailMode setting in the setup options. Enter a contact role type to send emails only to contacts of a certain type. If you enter %, emails will be sent to all contact types. Only one Contact Role Type may be entered.

   • Email From Address: The email address that reports or other documents, such as invoices, are sent from. If you use a generic company email address, such as MobileTech@YourCompany.com, you can prevent the technician from having to forward a report email to a customer contact, so the customer will not have the technician's email address.

   • Email Subject: The subject of the email message when the report is sent.

   • Email Body: The body text of the email message when the report is sent.

3. Select Save.

See also: