The following tables help familiarize you with some of the icons and indicators used in MobileTech.
Common Icons
Icon
Name/Description
Menu Display a list of available actions for a transaction or timesheet entry, such as Save, Delete, and Cancel. The actions that are available depend on the kind of transaction or timesheet entry that you're working with.
Back Close the current pane and return to the previous pane.
Barcode Scan a barcode for equipment or inventory items.
Complete Complete an appointment.
History View service history at this location. Select the History tab to open the History form. Select the Refresh icon to display a list of completed or closed service calls. To include open service calls, mark the Include Open Calls checkbox and then select the Refresh icon. The Service History displays the list of service calls, with the service call ID, call description (if available), and date, displayed on the call title bar. Select the call to view additional details. This option requires internet access.
Map Display appointment addresses on a map.
New Create a new record.
OCR Scan Select to open your camera to do Optical Character Recognition (OCR) scan to add text to a field. For example, to add equipment information, you could take a picture of the information sticker on a piece of equipment and then select the serial number on the image to fill the Serial field with data.
Pause This icon, displayed to the left of an appointment in the Appointments list, indicates that you have paused the travel time entry. See Travel Time In and Out.
Save Save the changes to the record.
Sync Sync your device to the host system.
Travel Time Begun This icon displays to the left of an appointment in the Appointments list to indicate that you have begun travel to the appointment. See Travel Time In and Out.
Home Screen Icons
Icon
Name/Description
Map View your appointments on a map.
Calendar Select to view your appointments in one of four views: Agenda, Day, Week, or Month. On devices, service appointments and technician activities can be dragged and dropped to a new date and/or time. (Dragging and dropping is not supported for job appointments.)
Customers Select to view a list of customers on your device. You can select a customer and then view the customer information, location, and any customer notes. See Customers and Locations for more information.
Appointments Displays a list of appointments that you can select to display more information, complete the appointment, and/or time in. You can filter the list to display only service appointments or only job appointments. You can search the list and you can also sort the list by date. See Appointments for more information.
Time Entries Displays a list of your time entries. The default view is the Current Week. You can also select to display the Previous Week entries. The time entries list can be searched and sorted by date. You can add unbilled time entries from the Time Entries window and run the Employee Timesheet report. See Time Entries for more information.
About Select to display version information for MobileTech and Woodford. You can also clear your log files and email log files from the About window. See Clearing the Error Log Files and Emailing the Log Files for more information.
Info View or change appointment details. Displays the Appointment form that includes:
Service Account: Displays the customer name. Select the customer name to open the Customer form. Use the Back button to return to the Appointment form.
Service Call: Displays the service call ID. Select the service call ID to open a read-only window that shows the service call information entered in the back office.
Service Call Number
Service Account
Problem Type
Call Type
System Status
Substatus
Customer PO Number
Description
Name: Displays the appointment ID.
Status: Displays the status of the appointment. The status of the appointment updates automatically, depending on the appointment action selected. See Status Change Options. You can also manually update the status.
Start: Displays the start date and time for the appointment. You can edit this by selecting the field. After making the changes, click the checkmark icon to return to the Appointment form.
End: Displays the end date and time for the appointment. You can edit this by selecting the field. After making the changes, click the checkmark icon to return to the Appointment form.
Duration: Displays the amount of time the appointment is for. You can edit this by selecting the field.
Resolution Note: Enter the resolution note for the appointment before completing the appointment.
Timeline View notes and attachments that are associated with an appointment. You can also create a new appointment note. For more information, see Working With the Timeline: Notes & Attachments.
You can add or view attachments, such as documents, images, and videos to appointments, equipment, and tasks in WennSoft Service.
Equipment View the equipment that is associated with the service call. You can also associate additional equipment to the service call. Equipment can also be associated with the service call from the Service Call form.
Inventory You can enter billable inventory costs for an appointment. If you inadvertently enter an inventory item, you can delete it before it is synced.
PO Lines You can create purchase orders on your mobile device for items that need to be purchased while on a service call. The purchase orders are sent to be processed in WennSoft Service and Business Central.
Time Entries You can create time entries for unbilled labor hours, expenses, and travel for the current or previous work week.
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