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MobileTech 2023 (9.5)

All Help Documentation

MobileTech 2023 (9.5)

Main

All Help Documentation

Main

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
Setting up MobileTech

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Switching Companies

To switch companies, select File > Change Company. Select a company, and then select OK.

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Set Up Additional Companies

Legal Declarations
Contact Information
Feature Requests
Customer Portal
Support Lifecycle Policy
Enhancements by Release

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