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WennSoft Service
Release Notes
Known Issues
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Settings
Service Settings
Users
User Security Roles
Access Security Roles
WennSoft Security Roles
Access Levels and Privileges
Resources
Work Hours Template
Resource Pay Types
Employees
Service Call Settings
Service Call Types
Problem Types
Priorities
Service Call Substatuses
Sales/Inventory
Price Lists
Products
Equipment Settings
Equipment Types
Manufacturers
Posting Groups
Dimensions
Create Dimensions in Business Central
Set Up Default Dimensions
Assign General Ledger Accounts
Greenshades Payroll Integration
WennSoft Greenshades Settings
Employee Setup for Greenshades Integration
Payroll Processing
Customers and Locations
Vendors
Contacts
Service Calls
Products and Services
Statuses and Substatuses
Travel Hours and Travel Miles Costs
Service Call and Appointment History
Appointments
Purchase Orders
Equipment
Functional Locations
Time Entries
Invoicing
Reports
Service Call Summary Report
Service Call Cost Audit Report
Schedule Board
Schedule Board View Settings
Equipment Management 18.05b07
What's New
Readme
Installation
Compatibility
Installation Notes
New Feature
Issues Fixed
Installation & Upgrade
Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting
Equipment Management
Equipment Introduction
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents
Batch Naming Conventions
Equipment Manager
Signature Setup Checklists
Setting up Equipment Manager
Labeling User-Defined Fields
Setting up Active User-Defined Fields
Setting up and Using Document Printing Enhancements
Setting up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity
Setting up and Using Document Management
Setting up Physically Stored Document Attachments
Using Document Management
Setting up Equipment
Setting up Models
Setting up Locations
Setting up Attributes
Setting up Manufacturers
Setting up Categories
Setting up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting up Conditions
Setting up Divisions
Setting up Branches
Setting up Units of Measure
Labeling Global Information Fields
Setting up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations
Setting Up and Using Equipment SmartLists
Equipment Hierarchy
Setting up the Hierarchy feature
Creating a Hierarchy
Using Hierarchy Functionality
Equipment Hierarchy Transactions
Equipment Management Reports
Using Equipment Manager
Equipment Manager Procedures
Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment
Customer Center
Setting up Customer Center
Viewing Data
Creating Transactions
Utility Procedures in EM
Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements
Viewing the Equipment Inquiry
Integration with Service Management
Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management
Profitability Analysis
Setting up the Profitability Analysis Module
Setting up Equipment Profitability
Creating Analysis Cost Groups
Entering Profitability Budgets
Profitability Reports
Working with Profitability Setup Reports
Working with Profitability Analysis Reports
Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries
Purchasing
Setting up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window
Sales
Setting up the Sales Module
Using the Sales Module
Creating Sales Documents
Creating a Sales Batch
Finance Leasing
Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice
Sales Reports
Advanced Rental
Advanced Rental Module Setup
Setting up Rental Agreements
Setting up Rental Bookings
Rental Account Distributions
About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions
Setting up Roll Forward Invoicing
Setting up Customer and Address Additional Information
Customer Insurance Details
Customer Rental Information
Additional Address Information
Rental Bookings
Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window
Rental Agreements
Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines
Rental Invoices
Creating an Individual Invoice from the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry
Taking Equipment Off Rent
Completing an Agreement and Sending It to History
Renting Equipment to a Job
Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement
Vehicle Readings
Setting up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window
Transport
Setting up the Transport Module
Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks
Using the Transport Module
Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices
Viewing Transport Inquiries
Scheduled Maintenance
Setting up Scheduled Maintenance
Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting up Tasks in Service Management
Using the Scheduled Maintenance Module
Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance
Scheduled Maintenance Reports
Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports
PDF Downloads
Time
Release Notes
2025 Release Notes
10/13/25 - 190.1
04/14/25 - 177.1
03/31/25 - 176.1 - Bug Fixes
03/03/25 - 174.1 - New Feature & Bug Fix
02/18/25 - 173.1 - New Feature & Bug Fixes
02/03/25 - 172.1 - New Features & Bug Fixes
01/24/25 - Time Compatibility Updates
01/20/25 - 171.1 - Bug Fixes
01/06/25 - 170.1 - Bug Fix
2024 Release Notes
12/19/24 - Time Compatibility Update
11/13/24 - Time Compatibility Updates
11/12/24 - 166.1 - New Feature and Bug Fixes
10/28/24 - 165.1 - Bug Fixes
10/14/24 - 164.1 - Bug Fix
09/30/24 - 163.1 - Bug Fixes
09/18/24 - 162.1 - Bug Fix
09/12/24 - Time Compatibility Updates
08/12/24 - Time Compatibility Updates
08/06/24 - 159.1 - Bug Fixes
07/16/24 - Time Compatibility Update
06/24/24 - 156.1 - Time Compatibility Update & New Feature
06/10/24 - Time Compatibility Update & New Feature
05/28/24 - 154.1 - Bug Fix
05/13/24 - 153.1 - Time Compatibility Update and New Feature
04/29/24 - 152.1 - Product Enhancements
04/15/24 - 151.1 - Enhancements
04/01/24 - 150.1 - Bug Fixes and Enhancements
03/18/24 - 149.1 - Bug Fixes and Enhancements
03/11/24 - Time Compatibility Update
03/04/24 - 148.1 - New Features
02/27/24 - Time Compatibility Updates
02/23/24 - Time iOS App Availability
02/20/24 - 147.1 - New Feature and Updates
02/24 W18g717TA Signature 2022 Time Compatibility
02/24 W18g628TA Signature 2021 Time Compatibility
01/22/24 - 145.1 - Time Compatibility Updates & New Features
01/15/24 - 144.1 - New Features
01/03/24 - 143.1 - New Features
2023 Release Notes
12/12/23 - Time Android App Availability
12/11/23 - 142.1 - New Features
Installation and Setup
System Requirements
Core Cloud Setup Steps
Step 1: Create Core Company
Step 2: Grant Company Access to Time
Step 3: Create FSM Integration Record
Step 4: Set up the Registered User Count
On-Premise Setup Steps
Step 1: Install Latest Schedule
Step 2: Install Time App Update for Signature
Step 3: Install TimeTrack Add-In
Step 3-1: Configure Server Objects
Step 3-2: Enter Time Integration Settings
Step 3-3: Map Technician Activities to Unbilled Accounts
Step 3-4: Set up Time Batch ID
Step 4: Set up Registered Users
Step 5: Install Sync2Core
Step 6: Set up and Run TimeTrack Data Sync
After SQL Database Backup/Restore FSM Integration Credential Import Steps
Adding An Additional Time App Company
Step 1: Modify the Schedule Installation
Step 2: Configure the Server Objects
Step 3: Re-import the FSM Credentials
Step 4: Re-run the Sync2Core Installer
Step 5: Run a Full Synchronization
Installing the Time Mobile App
Using Time
Overview
Icons and Indicators
User Profile
Setting Your Default Pay Code
Setting Your Preferred Language
Changing or Resetting Your Password
Filtering Departments and Divisions
Signing In/Out
Changing Companies
Administration
Settings
Enabling Manager Approval
Use Shift Codes
Setting a Default Labor Pay Code
Enabling Reminders
Using a Submit Acknowledgement
Setting up Admin Notifications
Viewing Signature Integration Settings
Enabling Time In/Time Out
Viewing WennSoft Settings
Assigning Additional Timesheet Approvers
Licensing
Time Entry Audit Report
Working with Time Entries
Create a Time Entry
Creating a Time Entry with Hours
Creating a Time Entry Using Time In/Out
Edit a Time Entry
Delete a Time Entry
Copy the Previous Timesheet
Submit the Timesheet
Working with Notes
Working with Manager Approval
Approving Timesheets
Editing an Employee Timesheet
Import the Time App Timesheet Transactions List
Generating a Timesheet Report
PDF Downloads
Signature Agent 2.4
Release Notes
Release 2.4.18
Release 2.4.16
Installation and Administration Guide
Signature Compatibility
Installing Signature Agent Configuration
Upgrading Signature Agent Configuration
Completing Signature Agent Configuration
Working with Event Trigger Notifications
Working with Event Triggers
Mappable Fields and Labels
Setting up Technicians in Schedule
Modifying the Event Trigger Action Properties
Enabling Additional Triggers in Microsoft SQL Server Management Studio
Working with Advanced Communications
Viewing and Editing Advanced Comm Triggers
Sample Advanced Communication Email Notifications
Sending Email Requests to Create a Service Call
Flow Examples
Accessing the Signature Status Page
Uninstalling Signature Agent Configuration
Map2BOB 2020
Map2BOB Overview
Installing Map2BOB
Setting up Map2BOB
Mapping Locations and Sites
Mapping to an Existing BOB Site
Creating a BOB Site
Tracking a Site
Unlinking a BOB Site
Mapping Customers and Clients
Mapping to an Existing BOB Client
Creating a BOB Client
Unlinking Customers and Clients
Mapping Contacts
Mapping to an Existing BOB Contact
Creating a BOB Contact
Unlinking BOB Contacts
Mapping Equipment
Mapping Existing BOB Equipment
Creating BOB Equipment
Unlinking BOB Equipment
Mapping Technicians
Mapping an Existing Technician
Creating a BOB Technician
Unlinking a Technician
Mapping Service Call Statuses
Mapping Appointment Statuses
Uninstalling Map2BOB
Equipment Management 2023
Readme
Installation and Upgrade
Installing Equipment Management
Upgrading Equipment Management
Installing Product Registration Keys
Technical Notes and Troubleshooting
Signature Equipment SSRS Reports Setup
Equipment Management
Equipment Introduction
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents
Batch Naming Conventions
Equipment Manager
Signature Setup Checklists
Setting up Equipment Manager
Labeling User-Defined Fields
Setting up Active User-Defined Fields
Setting up and Using Document Printing Enhancements
Setting up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity
Setting up and Using Document Management
Setting up Physically Stored Document Attachments
Using Document Management
Setting up Equipment
Setting up Models
Setting up Locations
Setting up Attributes
Setting up Manufacturers
Setting up Categories
Setting up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting up Conditions
Setting up Divisions
Setting up Branches
Setting up Units of Measure
Labeling Global Information Fields
Setting up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations
Setting Up and Using Equipment SmartLists
Equipment Hierarchy
Setting up the Hierarchy feature
Using Hierarchy Functionality
Equipment Hierarchy Transactions
Creating a Hierarchy
Equipment Management Reports
Using Equipment Manager
Equipment Manager Procedures
Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment
Customer Center
Setting up Customer Center
Viewing Data
Creating Transactions
Utility Procedures in EM
Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements
Viewing the Equipment Inquiry
Integration with Service Management
Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management
Profitability Analysis
Setting up the Profitability Analysis Module
Setting up Equipment Profitability
Creating Analysis Cost Groups
Entering Profitability Budgets
Profitability Reports
Working with Profitability Setup Reports
Working with Profitability Analysis Reports
Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries
Purchasing
Setting up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window
Sales
Setting up the Sales Module
Using the Sales Module
Creating Sales Documents
Creating a Sales Batch
Finance Leasing
Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice
Sales Reports
Advanced Rental
Advanced Rental Module Setup
Setting up Rental Agreements
Setting up Rental Bookings
Rental Account Distributions
About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions
Setting up Roll Forward Invoicing
Setting up Customer and Address Additional Information
Customer Insurance Details
Customer Rental Information
Additional Address Information
Rental Bookings
Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window
Rental Agreements
Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines
Rental Invoices
Creating an Individual Invoice from the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry
Taking Equipment Off Rent
Completing an Agreement and Sending It to History
Renting Equipment to a Job
Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement
Vehicle Readings
Setting up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window
Transport
Setting up the Transport Module
Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks
Using the Transport Module
Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices
Viewing Transport Inquiries
Scheduled Maintenance
Setting up Scheduled Maintenance
Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting up Tasks in Service Management
Using the Scheduled Maintenance Module
Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance
Scheduled Maintenance Reports
Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports
PDF Downloads
Signature Agent 2.5
Release Notes
Installation and Administration Guide
Requirements and Compatibility
Installing Signature Agent Configuration
Upgrading Signature Agent Configuration
Completing Signature Agent Configuration
Working with Event Trigger Notifications
Working with Event Triggers
Mappable Fields and Labels
Setting up Technicians in Schedule
Modifying the Event Trigger Action Properties
Enabling Additional Triggers in Microsoft SQL Server Management Studio
Restoring Default Triggers
Working with Advanced Communications
Viewing and Editing Advanced Comm Triggers
Sample Advanced Communication Email Notifications
Sending Email Requests to Create a Service Call
Flow Examples
Accessing the Signature Status Page
Uninstalling Signature Agent Configuration
Schedule 5.0
What's New
Readme
Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
New Features
Issues Fixed
Installation and Upgrade Guide
System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule
User Guide
Schedule Overview
Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule
Setting Up Schedule
Administration Setup
Setting up Users
Working with Roles
Setting Up Resource Options
Processing Requests
Setting up XOi Integration
General Setup
Setting up Company Options
Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields
Setting up Global Options
Map View Setup
Setting Up Mapping Options
Geocoding Service Locations and Technician Locations
Setting up Geocoding for Service Locations
Setting up Geocoding for Technician Starting Locations
Setting Up Vehicles
Report Setup
Email Notification Setup
Schedule Configuration
Schedule Metadata
Grid Configuration
Adding a Column to a Grid
Grid Column Formatting
Column Filtering
User-Defined Field Configuration
Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Appointment Label and Tooltip Configuration
Adding Appointment Description to Mouse-Over Tooltip
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description with a Label
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View
Example: endPoint List
Example: Appointment Property List
Example: Additional User-Defined Fields
Example: Modified schedulerControl.js
Building Optimization Broker Settings
Using the Schedule Board
Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies
Working with Appointments and Service Calls
Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Viewing/Editing Job Appointment Details
Viewing/Editing Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker
Working with Related Appointments and/or Resource Activities
Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments
Processing Service Requests from Building Optimization Broker
Working with Resources
Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities
Viewing Reports
Working with Notes and Attachments
Working with the Job Panel
Printing the Job Schedule by Cost Code report
Working with Purchase Orders
Using the Customer Hub
Working with Customers
Viewing the Customer Tab
Creating a New Customer
Working with Locations
Viewing the Location Tab
Creating a New Location
Working with Equipment
Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment
Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working with the Contacts Tab
Viewing the Contracts Tab
Viewing the Jobs Tab
Using the Map View
Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations
Troubleshooting
Appointment Start Date Field is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule Board isn't Updating
Error Occurred During the Registration Check
Resource Has an Invalid Current Location
PDF Downloads
MobileTech 8.5
Readmes
Readme
Installing MobileTech
Installation Components and Compatibility
Installation Notes
New Features
Issues Fixed
Known Resco Issues
Readme Service Pack 1
Readme Service Pack 2
Installation & Administration Guide
Introduction
Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources
Control Definitions
Common Offline HTML File Layout
PO Receipt Changes
Call History Changes
Task Changes
Installing or Upgrading MobileTech
Install MobileTech Server
Upgrade MobileTech Server
Install the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Field Quoting Integration (optional)
Setting up MobileTech
Set up Distributed Transaction Coordinator (DTC)
Set up Password Complexity and Lockout Policy
Increase the Maximum Size of the MobileTech Event Log (optional)
Set up MobileTech Administration
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
Report Settings
Mobile Device Global 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
Signature Settings
XOi Integration
Building Optimization Broker Settings
Set up Additional Options
Set up attachment extensions
Set up customer options for field invoicing and field payments
Set up report and email options
Optional: Add call, appointment, and location 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
Import the MobileTech Woodford Project
Set up MobileTech on a Client Device
First Time Logging into Mobile CRM
MobileTech Client Setup on a Mobile Device
Setting up Host Syncing
Setting up Woodford Options (optional)
Enable Flexible Forms (optional)
Enable Mobile Auditing (optional)
Set the Fetch Limit (optional)
Set up the Sync Date filters (optional)
Enter the Google Maps API key (optional)
Enable Sync Dashboard (optional)
Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
Enable Resco Inspections (optional)
Enable Job Safety Analysis (optional)
Import Templates to Resco Inspections (optional)
Filter Service Call Types (optional)
Add Synchronization Prompt (optional)
Setting up Information in Microsoft Dynamics GP
Setting up XOi Deep Linking (optional)
Using MobileTech
Completing Administrative Tasks and Procedures
Access Resco Cloud Dashboard
Change a Resco Administrator Password
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
Process Additional Work Requests for a Technician
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Process Drop Ship Purchase Order Receipts
Process Contact Management
Approving/Rejecting Timesheets
Sync Error Troubleshooting
MobileTech Help
Log into MobileTech
Refresh Your Mobile Device Data
Common Icons
Searches, Filters, and Sorting Options
Synchronization
Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files
MobileTech Setup for Mobile Devices
Customers and Locations
Request Service History for a Location
Updating GPS Coordinates
Service Calls
Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials
Create Inventory Transactions for Task Materials
Work with Service Call, Equipment, and Task Attachments
Create a Service Call from BOB Dashboard or Tab
Inspections
Appointments
Create or Change an Appointment
Complete an Appointment
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
Adding an XOi Attachment
Time In and Out of Appointments
Enter Work Crew Activity
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
Setting 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
Edit Job Appointments
Enter and Edit Change Orders for Jobs
Complete a Job Appointment
Complete the Summary Tab for a Job Appointment
Equipment
Create or Change an Equipment Record
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
Purchase Orders
Create a Purchase Order
Change or Delete a Purchase Order Line
Receive Items from a Drop-Ship Purchase Order
View a Service Management Purchase Order
Time Entry
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Timesheet Entries for Unbilled Expenses
Save Time Entries and Generate the Employee Time Sheet Report
Submitting Time Entries for Manager Approval
Updating Rejected Time Entries
BOB Dashboard and Tabs
PDF Downloads
Signature Agent
Signature Agent Configuration Guide
Compatibility
Installing Signature Agent Configuration
Updating Signature Agent
Completing Signature Agent Configuration
Working with Event Trigger Notifications
Advanced Communications
Legal Declarations
Contact Information
Customer Portal
Introduction
Installing Customer Portal
Install the Signature Portal Web Service
Install the Customer Portal Website Application
Install the SMS Integration Application
Install the Signature Portal Security application
Verify the Application Pool Settings
Setting up Security for Portal Users
Signature Portal Security Overview
Before You Set up Security
Open the Signature Portal Security Application
Navigate Signature Portal Security
Set up Users and Permissions
Create Security Groups
Set up a New User or Contact and Grant Access to Locations
Add Users to Security Groups
Assign Permissions to Data Objects
Allow Users to Recover Lost Passwords
Setting up Display Preferences
Change the Organization Display Name
Load a Predefined Visual Template
Save Changes to a Template
Set up Reports
Manually Select Visual Settings
Setting up Optional Preferences
Create an Exception List
Create a Link to the Signature Portal Site
Change the Microsoft Dynamics GP Company
Add a Microsoft Dynamics GP Company
Keep a Log of Sign-in Attempts for the Website
Set a Call History Limit
Getting Started with Customer Portal
Sign into Customer Portal
Navigation
Using Customer Portal Pages
Optimize the Page Column Display
Use the Home Page
Use the Service Call Pages
Use the Equipment Pages
Use the Maintenance Pages
Use the Reports Page
Use the Dashboard Page
Troubleshooting
Recover a Lost Password
Change a Password
PDF Download
Signature 2024
What's New - November 2024
Release Notes
November 2025 - Refrigerant Tracking Compliance Requirements Update
April 2025 Readme
November 2024 Readme
Signature Installation
Incompatibility
Installation Notes
Bug Fixes
New Features
Compatibility
System Requirements
System Requirements for Microsoft Dynamics GP
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements
Additional Module Requirements
Web Server (IIS)
MobileTech
Schedule
Customer Portal
Installation and Upgrade
Viewing System Requirements
Installing Signature
Before Installation
Server and Client Installation
Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access
Client Only Installation
Upgrading Signature
Before Upgrading
Upgrading on a Server and Client
Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access
Upgrading on a Client Only
After Upgrading
Signature SSRS Report Setup
Uninstalling Signature
Additional Information
Installing Service Call Auditing
Setting Up Azure Cloud Storage
Product Registration Keys Installation
Technical Notes and Troubleshooting
Signature Help
Signature Glossary
Posting Flow Documents and Table Changes 2024
Web Client Incompatibilities
MobileTech Setup 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
MobileTech Information Processing
Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Inventory and Non-Inventory Item Transactions
Process Contact Management
Process Field Invoices and Payments
Process MobileTech and Schedule Purchase Orders
Adding Notes
Service Management
Service Management Introduction
Integration With Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management
Service Management Core
Setting Up and Using Document Management
Setting Up Physically Stored Document Attachments
Setting Up Server Stored Document Attachments
Setting Up the Default Document Storage Location (Optional)
Using Document Management
Core Module Setup
Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields
Labeling Customer User-Defined Fields
Labeling Location User-Defined Fields
Labeling Service Call User-Defined Fields
Labeling Time Stamp User-Defined Fields
Labeling Equipment User-Defined Fields
Labeling Meter Readings/Hours User-Defined Fields
Labeling Maintenance Contracts
Labeling Master Contracts
Labeling Workorder Names
Labeling Contact User-Defined Fields
Labeling the Add Subtask User-Defined Field
Setting Up Lookup Window Data
Refrigerant Tracking Lookup Data
Setting Up Appointment Statuses
Setting Up Branches
Setting Up Call Resolutions
Setting Up Call Types
Setting Up Contacts
Setting Up Customer User-Defined Lookup Windows
Setting Up Divisions
Copying Division Accounts
Setting Up Equipment Types
Setting Up Extended Warranty Types
Setting Up Installation Information
Setting Up Location User-Defined Lookup Windows
Setting Up Manufacturers
Setting Up Postal Codes
Setting Up Problem Types
Setting Up Resolution Note Snippets
Setting Up Service Areas
Setting Up Skill Levels
Setting Up Technician Activity IDs
Setting Up Technicians
Setting Up Technician Shifts
Setting Up Technician Teams
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Vehicles
Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Using the Service Manager Window
Viewing the Service Manager Inquiry Window
Using the Add Service Customer Window
Locating Records
Viewing a Customer's Status
Viewing Location Status
Viewing Recent Service Calls
Viewing Jobs Associated With the Service Location
Setting Up Service Classes
Using Global Filters
Working With Customer Records
Using Temporary Customers
Using Contact Management
Setting Up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact
Working With Location Records
Working With Equipment Records
Creating an Equipment Record
Editing an Equipment Record
Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Meter Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-Add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating a Service Call Using the New Call button
Working With Building Records
Working With Service Calls and Appointments
Creating Service Calls With One Appointment
Assigning Equipment to a Service Call
Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call
Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the Cost Audit Report
Transfer or Move Costs and Billing From a Service Call to a Job
Editing Accounts for a New Service Call Type or Division
Creating a Vendor Quotation Request
Reopening a Closed Service Call
Viewing the Service Call Audit
Integration With Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Adding Notes in Service Management
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions
Working With Time Zones
Enabling the Time Zone Feature
Setting Up Time Zones
Setting Up User Profiles for Time Zones
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference
Editing Service GL Transaction Journal Entries
Scheduling Non-Technician Resources
Advanced Document Management
Setting Up Server Stored Attachments
Setting Up Physically Stored Attachments
Designating the Default Document Storage Location (Optional)
Using Advanced Document Management
Maintenance Contracts
Maintenance Contract Setup
Choosing Maintenance Options
Setting Up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting Up Maintenance Lookup Windows
Setting Up Contract Types
Writing Off a Trailing Purchase Price Variance
Setting Up Maintenance Task Codes and Task Lists
Working With Task Codes
Creating or Editing a Task Code
Setting Up System, Major, Sub 1-4
Adding Subtasks to a Task Code
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Using the Task Code Lookup
Assigning Materials to a Task
Working With Task Lists
Creating a Task List Type
Creating or Editing a Task List
Setting Up Task List Hierarchy
Copying a Task List
Assigning Tasks and Task Lists
Assigning Tasks and Task Lists to Equipment
Assigning Tasks and Task Lists to Records
Generating a Maintenance Contract from a Quote
About MCC Calls
Scheduling Maintenance Tasks
Printing the Scheduled Maintenance Report
Setting Up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup
Creating a Maintenance Contract
Working With Contract Revenue and Costs
Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue
Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract
Creating Maintenance Contract Invoices
Creating Invoices for a Closed Period
Editing and Adding Individual Billing Notes
Third-Party Contract Invoice Billing
Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Renewing Maintenance Contracts
Individual Contract Renewal
Mass Contract Renewal
Leaving a Contract Open
Posting Maintenance Contract Renewals
Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Viewing Maintenance Contract History
Troubleshooting Contracts
Master Contract Renew Button Grayed Out
Reconcile Button Missing on Maint. Contract Revenue/Costs Windows
Maintenance Contract Quotes
Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List
Master Contracts
Setting Up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Viewing Master Contract Service Call History
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts
Using Service Level Agreements (SLAs)
Printing Service Level Reports
Multicurrency Management
Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management With Service Credit Memos
Using Multicurrency Management With Maintenance Contracts
Sales Order Processing (SOP) Invoicing
Choosing SOP Invoicing Options
Using SOP Invoicing
Tracking Warranty Transactions Through SOP
Setting Up Warranty Transactions Through SOP
Creating Warranty Transactions
Service Call Quotes
Setting Up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote
Service Invoicing
Service Invoicing Setup
Choosing Invoice Options
Setting Up Travel Costs
Setting Up Invoice Accounts
Setting Up the Master Tax Schedule
How Taxes Are Calculated
Creating a Pricing Matrix
Regular Pricing Matrix
Extended Pricing Matrix
Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates
Creating Invoices
Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions From Service Management
Viewing Service Call Costs
Using the Service Call Costs Window
Viewing the Service Call Status Window
Restrictions for Field Invoices Created in MobileTech
Recording Payments Using the On Account Feature
Printing and Posting Invoices
Creating Credit Memos
Using Microsoft Dynamics GP Purchase Order Processing with SM
Setting Up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns With Service Calls
Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing
Using Third-Party Billing
Utility Procedures
Check Links
Technician Reassignment
Reminder Notes Reassignment
Salesperson Reassignment
Move Equipment
Move Location Record
Move Service Call
Mass Complete/Close Service Calls
Duplicate Equipment
Duplicate Location
Copy Task List
Contract Utility
Remove Notes
Change Primary Document
Update Time Zone Data
Job Cost
Job Cost Introduction
Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC
Job Cost Setup
Signature Job Cost Setup Checklists
Setting Up the Core Job Cost System
Setting Up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting Up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting Up Document Numbers
Setting Up Projects
Setting Up Master Tax Schedules
Setting Up Job Types
Setting Up Architects
Choosing Job Cost Setup Options
Setting Up Cost Codes for Job Cost
Setting Up Accounts for Job Cost
Setting Up Payroll for Job Cost
Setting Up Overhead Detail Codes
Setting Up Overhead Group Codes
Setting Up Federal Classification Codes
Setting Up Union Categories
Setting Up Union Codes
Setting Up Employee Codes
Setting Up Rate Classes for Union Payroll
Over-Scale Pay Rate Support for Unions
Prevailing Wage and Fringe Rate Calculation
Labeling Job Cost User-Defined Fields
Setting Up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (Optional)
Using SmartList Objects for Signature Job Cost Products
Advanced Document Management in JC
Job Estimates
Job Maintenance
Creating a Job Record
Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job
Working With Job Revenue Performance Obligations
Creating Revenue Codes
Assigning Cost Codes to Revenue Codes
Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job From POC or RPO Calculation
Move or Transfer Costs and Billing to a Job From a Service Call
Loss Recognition
Job Transactions
Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing With JC
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost
Using Sales Order Processing
Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions Using SOP
Tracking Warranty Part Transactions Through SOP
Setting Up Warranty Parts Processing Through SOP
Creating a Warranty Transaction
Entering Payroll Transactions in Job Cost
Processing Payroll With Union Rate Classes (Optional)
Entering Job Transactions
Entering Job Transactions by Labor Rate and Employee
Entering Job Invoices
Assigning GL Accounts on Jobs and Job Invoices
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Scheduled Billing Information
Entering Standard Billing Information
Entering Transaction-Level Billing Information
Generating Invoices for Retention
Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices
Job Status
Editing Revenue Performance Obligations
Viewing Job Status Information
Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (Optional)
Viewing Service Call Transfers
Viewing Unposted Costs
Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method
Working With Reminder Notes
Multicurrency Management for Job Cost
Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices
Subcontractor
Setting Up the Subcontractor Feature
Using the Subcontractor Feature
Advanced Subcontractor
Setting Up the Advanced Subcontractor Feature
Using the Advanced Subcontractor Feature
Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements
Adding Subcontractors to a Job Record
Project Level
Setting Up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports
Billing Project Allocated Revenue and Cost Plus Billing Projects
Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects
Using the Project Status Inquiry Window
Project Manager’s Advisor
Setting Up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports
Closing and History
Closing Procedures
Closing a Job
Closing a Period or Month
Closing a Year
Viewing Job History
Utilities
WIP Reconciliation Tool
TimeTrack
TimeTrack Introduction
Buttons, Symbols, and Indicators
Setting Up TimeTrack
Viewing TimeTrack Application and User Activity Information
Setting Up Signature Registered Users
Setting Up Shift Codes for Shift Premiums
Setting Up Fixed Assets
Entering Time Card Batches
Setting Up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)
Choosing Setup Options
Using TimeTrack
About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions From Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature
Exporting TimeTrack Data to a Third-Party Payroll Module
Correcting Commit Errors and Re-Creating the Export File
Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility
Manager Approval of Time Card Transactions
Setting Up the Manager Approval Feature
Using the Manager Approval Feature
Document Attachments for TimeTrack
Reports
SSRS Reports
Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference
Service Management SSRS Reports
Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote Reports
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking Report
Resource Schedule
Sales Tax - Material Purchases
Schedule Technician Board
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS Reports
Job Safety Audit (2013)
Job Cost SSRS Reports
Application for Payment
AR Retention Trial Balance
Closed Jobs
Custom SSRS Job Cost Reports
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Invoice
Job Lien Waiver
Job Percentage of Completion
Job Plan
Job Profit and Loss
Job Profit and Loss Key Performance Indicator
Job RPO Profit and Loss
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Payables Aged Trial Balance
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Union Report
WIP Reports in Job Cost
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Cost Transactions Not in GL
Job WIP Reconciliation
TimeTrack SSRS Reports
Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet
Equipment Management SSRS Reports
Equipment Attributes
Equipment Profit and Loss
Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details
Equipment Profit and Loss Key Performance Indicator
Inspection
Rental Agreement, Booking, and Invoice Reports
Rental Agreement
Rental Agreement Standdown Lines (Subreport)
Rental Line Agreement
Rental Booking
Rental Invoice
Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)
Rental Line Invoice
Rental Utilization
Scheduled Maintenance Forecast
Shared SSRS Reports
Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability
SSRS Report Templates
Configuring a Report
Signature Report Templates
Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot
Charts and Key Performance Indicators (KPIs)
Dexterity Reports
Configuring System Reports
WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table
Job Cost Dexterity Reports
Estimate Worksheet
Printable Notes
Job Reports
Audit Billing
Audit Cash Receipts
Audit Costs
Project Status
Audit Cost Variance
Backlog
Backlog by Period
Change Order Summary
Committed Costs
Costs by Period
Current Contract
Current Year - Contracts Closed
Current Year - Contracts in Progress
Detail Codes List
Estimate Analysis
Estimate Cost Variance
Job Analysis Report
Job Posted Cost
Job Reference
Job Schedule
Job Status Report
Job Summary
Job Unposted Cost
Payables Aged Trial Balance (JC)
Profit and Loss
Profit and Loss by Period
Projected Variance
Quantity Variance
WIP
Job Cost Edit Lists
Billing Reports
Sorted Reports
Division Reports
Project Manager Reports
Project Number Reports
Labor Reports
Setup Reports
History Reports
Subcontractor Reports
Service Management Dexterity Reports
General Reports
Contact ID Report
Customer Locations Report
Customer Report
Equipment at Location
Invalid Labor Rate Groups
Lookup Reports
All Lookup Reports
Customer Window Lookups Report
Equipment Window Lookups Report
Maintenance Contract Types List
Maintenance Task Codes Report
Maintenance Tasks by Equipment Type Report
Service Call Window Lookups Report
Task Code Task Lists Report
Mobile Purchase Order
Printable Notes Report
Service Reports
Assigned Appointments Report
Commission Report
Completed Calls Report
Contract Escalation Build Report
Contract Mass Renewal Reports
Customer Reports
Escalation Committed Report
Escalation Notification Report
Guaranteed Service Call Report
Inventory Adjustments Edit List
Open Service Calls with Costs Report
Profitability Report
Service at Location Report
Service Call Log
Service Calls by Salesperson Report
Technician Reports
Unassigned Appointments Report
Unbilled Costs Report
Unposted Costs Report
WIP Dexterity Reports
Maintenance Reports
Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Maintenance Contract Reconciliation Reports
Master Contract Reports
Monthly Labor Plan Report
Overdue PM Report
Technician Load Summary Report
Workorder Register Report
Inactive Task Code or Task List Warnings
Using SmartList Objects
Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference
Alternate Windows and Reports Manager
AWARM Overview
Installing AWARM
Setting Up AWARM
Using AWARM
Alternate Windows
Signature Utilities
Signature Utilities Introduction
Signature Utilities Setup
Launching Signature Utilities
Setting Up Signature Utilities
Signature Import Utility
Preparing to Import Files
Creating the Import File
Update to Change Order Rules
Using the Import Utility
Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility
File Maintenance Utilities
Job Cost File Maintenance Utilities
Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility
Service Management File Maintenance Utilities
Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Task Update Utility
Signature File Maintenance Utilities
SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility
Field Definitions
Warehouse File Names
Service Management Field Definitions
Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File
Job Cost Field Definitions
Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File
SmartConnect Integration Manager
Installing Integration Manager
Signature Nodes Reference
Signature Integration Technical Reference
k2aJobAppointmentNote
k2aMobileContactWork
SMS_Build_Customer_Quicksearch
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSContract
wsiSMSContractQuote
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuote
wsiSMSQuoteTask
wsiSMSServiceCall
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate
wsiWSTransactionLineCreate
Troubleshooting
Upgrade Issue With Attachments on Service Calls
PDF Downloads
Signature Agent 2023
Release Notes
Installation and Administration Guide
Requirements and Compatibility
Installing Signature Agent Configuration
Upgrading Signature Agent Configuration
Completing Signature Agent Configuration
Working with Event Trigger Notifications
Working with Event Triggers
Mappable Fields and Labels
Setting up Technicians in Schedule
Modifying the Event Trigger Action Properties
Enabling Additional Triggers in Microsoft SQL Server Management Studio
Restoring Default Triggers
Working with Advanced Communications
Viewing and Editing Advanced Comm Triggers
Sample Advanced Communication Email Notifications
Sending Email Requests to Create a Service Call
Flow Examples
Accessing the Signature Status Page
Uninstalling Signature Agent Configuration
Equipment Management 2024
Release Notes
November 2024 Readme
Installation & Upgrade
Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting
Equipment Management
Equipment Introduction
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents & Table Changes
Batch Naming Conventions
Equipment Manager
Signature Setup Checklists
Setting Up Equipment Manager
Labeling User-Defined Fields
Setting Up Active User-Defined Fields
Setting Up and Using Document Printing Enhancements
Setting Up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity
Setting Up and Using Document Management
Setting Up Physically Stored Document Attachments
Using Document Management
Setting Up Equipment
Setting Up Models
Setting Up Locations
Setting Up Attributes
Setting Up Manufacturers
Setting Up Categories
Setting Up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting Up Conditions
Setting Up Divisions
Setting Up Branches
Setting Up Units of Measure
Labeling Global Information Fields
Setting Up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations
Setting Up and Using Equipment SmartLists
Equipment Hierarchy
Setting Up the Hierarchy Feature
Creating a Hierarchy
Using Hierarchy Functionality
Equipment Hierarchy Transactions
Equipment Management Reports
Equipment Manager Procedures
Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment
Customer Center
Setting Up Customer Center
Viewing Data
Creating Transactions
Utility Procedures in EM
Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements
Viewing the Equipment Inquiry
Integration with Service Management
Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management
Using Equipment Manager
Profitability Analysis
Setting Up the Profitability Analysis Module
Setting Up Equipment Profitability
Creating Analysis Cost Groups
Entering Profitability Budgets
Profitability Reports
Working with Profitability Setup Reports
Working with Profitability Analysis Reports
Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries
Purchasing
Setting Up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window
Sales
Setting Up the Sales Module
Using the Sales Module
Creating Sales Documents
Creating a Sales Batch
Finance Leasing
Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice
Sales Reports
Advanced Rental
Advanced Rental Module Setup
Setting Up Rental Bookings
Rental Account Distributions
About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Editing Rental Account Distributions
Viewing Rental Account Distributions
Setting up Account Distributions
Setting Up Roll Forward Invoicing
Setting Up Customer and Address Additional Information
Customer Insurance Details
Customer Rental Information
Additional Address Information
Setting Up Rental Agreements
Rental Bookings
Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window
Rental Agreements
Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines
Rental Invoices
Creating an Individual Invoice From the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry
Taking Equipment Off Rent
Completing an Agreement and Sending It to History
Renting Equipment to a Job
Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement
Vehicle Readings
Setting Up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window
Transport
Setting Up the Transport Module
Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks
Using the Transport Module
Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices
Viewing Transport Inquiries
Scheduled Maintenance
Setting Up Scheduled Maintenance
Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting Up Tasks in Service Management
Using the Scheduled Maintenance Module
Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance
Scheduled Maintenance Reports
Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports
PDF Downloads
Map2BOB 2.0
Release Notes
Map2BOB Overview
Prerequisites and Compatibility
Installing Map2BOB
Setting up Map2BOB
Mapping Locations and Sites
Mapping to an Existing BOB Site
Creating a BOB Site
Tracking a Site
Unlinking a BOB Site
Mapping Customers and Clients
Mapping to an Existing BOB Client
Creating a BOB Client
Unlinking Customers and Clients
Mapping Contacts
Mapping to an Existing BOB Site Contact
Creating a BOB Site Contact
Unlinking BOB Site Contacts
Mapping Equipment
Mapping Existing BOB Equipment
Creating BOB Equipment
Unlinking BOB Equipment
Uninstalling Map2BOB
Clock
Clock Releases
July 2022
April 2022
May 2021
October 2020
Archive
Signature Clock 12.2.1 Readme - October 2020
Signature Clock V12.1 Readme - May 2020
Signature Clock V2.1 Readme - May 2019x
Signature Clock V2 Readme - September 2018
Signature Clock Mobile 12.3 Readme
Signature Clock May 2021 Readme
12.5 Setup and Administration
System Requirements
Existing Clock Users
Installing Clock Administration
Installing AccountlinkClock
Upgrading AccountlinkClock
Using Clock Administration
Setting Up Interim Approvals for Submitting Work in Progress
Clock/Journyx Setup Considerations
Clock Mobile Addendum
Accountlink Business Sync - Database Views
iOS App Location Permissions
Updating the jxJobServiceCall View to Only Display Job Name for the Description
Disabling the Sync of Equipment and (E) Equipment Records During Business Sync
Journyx User Community
WennSoft Repository
Legal Declarations
Software License Terms
WennSoft Support Lifecycle Policy - 11/6/2025
Enhancements by Release
Contact Information
Equipment Management 2018 R4
Readme
Installing Signature Equipment Management
Compatibility
Installation Notes
Equipment Management Fixes
Installation and Upgrade
Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting
Equipment Management
Equipment Management Introduction
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents & Table Changes
Equipment Manager Module
Signature Setup Checklists
Setting up the Equipment Manager Module
Setting up Active User-Defined Fields
Setting up and Using Document Printing Enhancements
Setting up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity
Labeling User-Defined Fields
Setting up and Using Document Management
Setting up Physically Stored Document Attachments
Using Document Management
Setting up Equipment
Setting up Models
Setting up Locations
Setting up Attributes
Setting up Manufacturers
Setting up Categories
Setting up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting up Conditions
Setting up Divisions
Setting up Branches
Setting up Units of Measure
Labeling Global Information Fields
Setting up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations
Setting Up and Using Equipment SmartLists
Equipment Hierarchy
Setting up the Hierarchy feature
Creating a Hierarchy
Using the Hierarchy Functionality
Equipment Hierarchy Transactions
Equipment Management Reports
Using Equipment Manager
Equipment Manager Procedures
Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment
Customer Center
Setting up Customer Center
Viewing Data
Creating Transactions
Utility Procedures in EM
Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements
Viewing the Equipment Inquiry
Integration with Service Management
Updating the EM Record When Equipment Is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management
Profitability Analysis Module
Setting up the Profitability Analysis Module
Setting up equipment profitability
Creating analysis cost groups
Entering profitability budgets
Profitability Reports
Creating profitability setup report options
Printing profitability setup reports
Creating profitability analysis report options
Printing profitability analysis reports
Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries
Purchasing Module
Setting up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window
Sales Module
Setting up the Sales Module
Using the Sales Module
Creating Sales Documents
Creating a Sales Batch
Finance Leasing
Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice
Sales Reports
Advanced Rental Module
Advanced Rental Module Setup
Setting up Rental Agreements
Setting up Rental Bookings
Rental Account Distributions
About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions
Setting up Roll Forward Invoicing
Setting up Customer and Address Additional Information
Customer Insurance Details
Customer Rental Information
Additional Address Information
Rental Bookings
Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window
Rental Agreements
Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines
Rental Invoices
Creating an Individual Invoice from the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry
Taking Equipment Off Rent
Completing an Agreement and Sending It to History
Renting Equipment to a Job
Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement
Vehicle Readings
Setting up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window
Transport Module
Setting up the Transport Module
Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks
Using the Transport Module
Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices
Viewing Transport Inquiries
Scheduled Maintenance Module
Setting up the Scheduled Maintenance Module
Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting up Tasks in Service Management
Using the Scheduled Maintenance Module
Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance
Scheduled Maintenance Reports
PDF Downloads
Schedule 4.6
Release Notes
Readme
Requirements and Compatibility
Upgrading and Installing Schedule
New Features
Issues Fixed
Service Pack 1 Readme
Service Pack 2 Readme
Hotfix Readme - July 2021
Installation and Upgrade
System Requirements and Compatibility
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule
User Guide
Overview
Viewing the Schedule Board
Appointments and Appointment Types
Context-sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule
Setting up Schedule
Administration Setup
Setting up Users
Working with Roles
Setting Up Resource Options
Processing Requests
Setting up XOi Integration
General Setup
Setting up Company Options
Setting Up Schedule Configuration
Setting Up Schedule Colors
Setting Up Service Call & Appointment Form Fields to Display
Setting up Global Options
Map View Setup
Setting Up Mapping Options
Geocoding Service Locations and Technician Locations
Setting up Geocoding for Technician Starting Locations
Setting up Geocoding for Service Locations
Setting Up Vehicles
Report Setup
Email Notification Setup
Schedule Configuration
Schedule Metadata
Grid Configuration
Adding a Column to a Grid
Grid Column Formatting
Column Filtering
User-Defined Field Configuration
Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Appointment Label and Tooltip Configuration
Adding Appointment Description to Mouse-Over Tooltip
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description with a Label
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View
Example: endPoint List
Example: Appointment Property List
Example: Additional User-Defined Fields
Example: Modified schedulerControl.js
Building Optimization Broker Settings
Using the Schedule Board
Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies
Working with Appointments and Service Calls
Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Viewing/Editing Job Appointment Details
Viewing/Editing Service Appointment Details
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker
Working with Related Appointments and/or Resource Activities
Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments
Processing Service Requests from Building Optimization Broker
Working with Resources
Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities
Viewing Reports
Working with Notes and Attachments
Working with the Job Panel
Printing the Job Schedule by Cost Code report
Using the Customer Hub
Viewing the Customer Tab
Viewing the Location Tab
Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Viewing the Equipment Tab
Working with the Contacts Tab
Viewing the Contracts Tab
Viewing the Jobs Tab
Creating a New Customer
Creating a New Service Call
Creating a New Location
Using the Map View
Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations
Troubleshooting
Appointment Start Date Field is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule Board isn't Updating
Resource Has an Invalid Current Location
PDF Downloads
MobileTech 8.6
Release Notes
Service Pack 1 Readme
Readme
Installing MobileTech
Installation Components and Compatibility
Installation Notes
New Features
Issues Fixed
Known Resco Issue
Installation & Administration Guide
Introduction
Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources
Control Definitions
Common Offline HTML File Layout
PO Receipt Changes
Call History Changes
Task Changes
Installing or Upgrading MobileTech
Install MobileTech Server
Upgrade MobileTech Server
Install the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Field Quoting Integration (optional)
Setting up MobileTech
Set up Distributed Transaction Coordinator (DTC)
Set up Password Complexity and Lockout Policy
Increase the Maximum Size of the MobileTech Event Log (optional)
Set up MobileTech Administration
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
Report Settings
Mobile Device Global 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
Signature Settings
XOi Integration
Building Optimization Broker Settings
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
Import the MobileTech Woodford Project
Set up MobileTech on a Client Device
First Time Logging into Mobile CRM
MobileTech Client Setup on a Mobile Device
Setting up Host Syncing
Setting up Woodford (optional)
Enable Flexible Forms (optional)
Enable Mobile Auditing (optional)
Set the Fetch Limit (optional)
Set up the Sync Date Filters (optional)
Enter the Google Maps API Key (optional)
Enable Sync Dashboard (optional)
Enable the Automatic Timesheet Generation after Job Appointment Completion (optional)
Enable Resco Inspections (optional)
Enable Job Safety Analysis (optional)
Import Templates to Resco Inspections (optional)
Set up the MobileTech Inspection Manager (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)
Resco's Summer and Autumn 2021 Release Updates
Filter Service Call Types (optional)
Add Synchronization Prompt (optional)
Turn Off Technician Activity Creation from Calendar (optional)
Set Time In/Out to Display Rounded Time (Optional)
Enable Service Call Creation for Inactive Locations (optional)
Turn Off Ability to Delete Time-In for Service Appointments (optional)
Setting up Information in Microsoft Dynamics GP
Setting up XOi Deep Linking (optional)
Using MobileTech
Completing Administrative Tasks and Procedures
Access Resco Cloud Dashboard
Change a Resco Administrator Password
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
Process Additional Work Requests for a Technician
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Approving/Rejecting Timesheets
Process Contact Management
Process Drop Ship Purchase Order Receipts
Troubleshooting
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
MobileTech Help
Log into MobileTech
Refresh Your Mobile Device Data
Common Icons
Searches, Filters, and Sorting Options
Synchronization
Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files
MobileTech Setup for Mobile Devices
Customers and Locations
Request Service History for a Location
Updating GPS Coordinates
Service Calls
Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials
Create Inventory Transactions for Task Materials
Work with Service Call, Equipment, and Task Attachments
Create a Service Call or Request from BOB Dashboard or Tab
Inspections
Appointments
Create or Change an Appointment
Complete an Appointment
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
Adding an XOi Attachment
Time In and Out of Appointments
Delete Time-In for Service Appointments
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
Setting 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
Equipment
Create or Change an Equipment Record
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
Purchase Orders
Create a Purchase Order
Change or Delete a Purchase Order Line
Receive Items from a Drop-Ship Purchase Order
View a Service Management Purchase Order
Time Entry
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Timesheet Entries for Unbilled Expenses
Save Time Entries and Generate the Employee Time Sheet Report
Submitting Time Entries for Manager Approval
Updating Rejected Time Entries
BOB Dashboard and Tabs
PDF Downloads
MobileTech 2023 (9.5)
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
Schedule 4.5
Release Notes
Readme
Requirements and Compatibility
Upgrading and Installing Schedule
New Features
Issues Fixed
Service Pack 1 Readme
Service Pack 2 Readme
Installation and Upgrade Guide
System Requirements and Compatibility
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule
User Guide
Overview
Viewing the Schedule Board
Appointments and Appointment Types
Context-sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule
Setting up Schedule
Administration Setup
Setting up Users
Working with Roles
Processing Requests
Setting up XOi Integration
General Setup
Setting up Company Options
Setting Up Schedule Configuration
Setting Up Schedule Colors
Setting up Service Call & Appointment Form Fields to Display
Setting up Global Options
Map View Setup
Setting Up Mapping Options
Setting Up Resource Options
Geocoding Service Locations and Technician Locations
Setting up Geocoding for Service Locations
Setting up Geocoding for Technician Starting Locations
Setting Up Vehicles
Report Setup
Email Notification Setup
Schedule Configuration
Schedule Metadata
Grid Configuration
Adding a Column to a Grid
Grid Column Formatting
Column Filtering
endPoint List
User-Defined Field Configuration
Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Appointment Label and Tooltip Configuration
Adding Appointment Description to Mouse-Over Tooltip
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description with a Label
Adding Service Call Description Without a Label
Example: Appointment Property List
Example: Additional User-Defined Fields
Altering the Resource Data Shown in the Timeline View
Example: Modified schedulerControl.js
Using the Schedule Board
Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies
Working with Appointments and Service calls
Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Viewing/Editing Job Appointment Details
Viewing/Editing Service Appointment Details
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker
Working with Related Appointments and/or Resource Activities
Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments
Working with Resources
Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities
Viewing Reports
Working with Notes and Attachments
Working with the Job Panel
Printing the Job Schedule by Cost Code report
Using the Customer Hub
Viewing the Customer Tab
Viewing the Location Tab
Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Viewing the Equipment Tab
Working with the Contacts Tab
Viewing the Contracts Tab
Viewing the Jobs Tab
Creating a New Customer
Creating a New Service Call
Creating a New Location
Using the Map View
Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations
Troubleshooting
Google Maps Error Messages
Clearing the Application Cache
Clearing the Customer Hub Cache
Refreshing Tooltip Content
Resetting the Grid
Geocode was Not Successful for <Service Call>
Resource Has an Invalid Current Location
Schedule Board isn't Updating
Appointment Start Date Field is Missing
PDF Downloads
Signature 2025
What's New
Release Notes
Fall 2025 Readme
Signature Installation
Compatibility
Incompatibility
Installation Notes
Bug Fixes
New Features
System Requirements
System Requirements for Microsoft Dynamics GP
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements
Additional Module Requirements
Web Server (IIS)
Schedule
MobileTech
Installation and Upgrade
Viewing System Requirements
Installing Signature
Before Installation
Server and Client Installation
Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access
Client Only Installation
Upgrading Signature
Before Upgrading
Upgrading on a Server and Client
Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access
Upgrading on a Client Only
After Upgrading
Signature SSRS Report Setup
Product Registration Keys Installation
Technical Notes and Troubleshooting
Uninstalling Signature
Additional Information
Installing Service Call Auditing
Signature Help
Signature Glossary
Posting Flow Documents and Table Changes
Web Client Incompatibilities
MobileTech Setup 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
MobileTech Information Processing
Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process MobileTech and Schedule Purchase Orders
Adding Notes
Service Management
Service Management Introduction
Integration With Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management
Service Management Core
Core Module Setup
Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields
Labeling Customer User-Defined Fields
Labeling Location User-Defined Fields
Labeling Service Call User-Defined Fields
Labeling Time Stamp User-Defined Fields
Labeling Equipment User-Defined Fields
Labeling Meter Readings/Hours User-Defined Fields
Labeling Maintenance Contracts
Labeling Master Contracts
Labeling Workorder Names
Labeling Contact User-Defined Fields
Labeling the Add Subtask User-Defined Field
Setting Up Lookup Window Data
Refrigerant Tracking Lookup Data
Setting Up Appointment Statuses
Setting Up Branches
Setting Up Call Resolutions
Setting Up Call Types
Setting Up Contacts
Setting Up Customer User-Defined Lookup Windows
Setting Up Divisions
Copying Division Accounts
Setting Up Equipment Types
Setting Up Extended Warranty Types
Setting Up Installation Information
Setting Up Location User-Defined Lookup Windows
Setting Up Manufacturers
Setting Up Postal Codes
Setting Up Problem Types
Setting Up Resolution Note Snippets
Setting Up Service Areas
Setting Up Skill Levels
Setting Up Technician Activity IDs
Setting Up Technicians
Setting Up Technician Shifts
Setting Up Technician Teams
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Vehicles
Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management
Setting Up Physically Stored Document Attachments
Setting Up Server Stored Document Attachments
Setting Up the Default Document Storage Location (Optional)
Using Document Management
Using the Service Manager Window
Viewing the Service Manager Inquiry Window
Using the Add Service Customer Window
Locating Records
Viewing a Customer's Status
Viewing Location Status
Viewing Recent Service Calls
Viewing Jobs Associated With the Service Location
Setting Up Service Classes
Using Global Filters
Working With Customer Records
Using Temporary Customers
Using Contact Management
Setting Up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact
Working With Location Records
Working With Equipment Records
Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Meter Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-Add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating a Service Call Using the New Call button
Working With Building Records
Working With Service Calls and Appointments
Creating Service Calls With One Appointment
Assigning Equipment to a Service Call
Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call
Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the Cost Audit Report
Transfer or Move Costs and Billing From a Service Call to a Job
Editing Accounts for a New Service Call Type or Division
Creating a Vendor Quotation Request
Reopening a Closed Service Call
Viewing the Service Call Audit
Integration With Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Adding Notes in Service Management
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions
Working With Time Zones
Enabling the Time Zone Feature
Setting Up Time Zones
Setting Up User Profiles for Time Zones
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference
Editing Service GL Transaction Journal Entries
Scheduling Non-Technician Resources
Advanced Document Management
Setting Up Azure Cloud Storage
Setting Up Server Stored Attachments
Setting Up Physically Stored Attachments
Designating the Default Document Storage Location (Optional)
Using Advanced Document Management
Maintenance Contracts
Maintenance Contract Setup
Choosing Maintenance Options
Setting Up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting Up Maintenance Lookup Windows
Setting Up Contract Types
Writing Off a Trailing Purchase Price Variance
Setting Up Maintenance Task Codes and Task Lists
Working With Task Codes
Creating or Editing a Task Code
Setting Up System, Major, Sub 1-4
Adding Subtasks to a Task Code
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Using the Task Code Lookup
Working With Task Lists
Creating a Task List Type
Creating or Editing a Task List
Setting Up Task List Hierarchy
Copying a Task List
Assigning Tasks and Task Lists
Assigning Tasks and Task Lists to Equipment
Assigning Tasks and Task Lists to Records
Generating a Maintenance Contract from a Quote
About MCC Calls
Scheduling Maintenance Tasks
Printing the Scheduled Maintenance Report
Setting Up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup
Creating a Maintenance Contract
Working With Contract Revenue and Costs
Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue
Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract
Creating Maintenance Contract Invoices
Creating Invoices for a Closed Period
Editing and Adding Individual Billing Notes
Third-Party Contract Invoice Billing
Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Renewing Maintenance Contracts
Individual Contract Renewal
Mass Contract Renewal
Leaving a Contract Open
Posting Maintenance Contract Renewals
Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Viewing Maintenance Contract History
Troubleshooting Contracts
Master Contract Renew Button Grayed Out
Reconcile Button Missing on Maint. Contract Revenue/Costs Windows
Maintenance Contract Quotes
Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List
Master Contracts
Setting Up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Viewing Master Contract Service Call History
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts
Using Service Level Agreements (SLAs)
Printing Service Level Reports
Multicurrency Management
Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management With Service Credit Memos
Using Multicurrency Management With Maintenance Contracts
Sales Order Processing (SOP) Invoicing
Choosing SOP Invoicing Options
Using SOP Invoicing
Tracking Warranty Transactions Through SOP
Setting Up Warranty Transactions Through SOP
Creating Warranty Transactions
Service Call Quotes
Setting Up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote
Service Invoicing
Service Invoicing Setup
Choosing Invoice Options
Setting Up Travel Costs
Setting Up Invoice Accounts
Setting Up the Master Tax Schedule
How Taxes Are Calculated
Creating a Pricing Matrix
Regular Pricing Matrix
Extended Pricing Matrix
Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates
Creating Invoices
Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions From Service Management
Viewing Service Call Costs
Using the Service Call Costs Window
Viewing the Service Call Status Window
Restrictions for Field Invoices Created in MobileTech
Recording Payments Using the On Account Feature
Printing and Posting Invoices
Creating Credit Memos
Using Microsoft Dynamics GP Purchase Order Processing with SM
Setting Up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns With Service Calls
Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing
Using Third-Party Billing
Utility Procedures
Check Links
Technician Reassignment
Reminder Notes Reassignment
Salesperson Reassignment
Move Equipment
Move Location Record
Move Service Call
Mass Complete/Close Service Calls
Mass Transfer Service Costs to Job
Duplicate Equipment
Duplicate Location
Copy Task List
Contract Utility
Remove Notes
Change Primary Document
Update Time Zone Data
Job Cost
Job Cost Introduction
Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC
Job Cost Setup
Signature Job Cost Setup Checklists
Setting Up the Core Job Cost System
Setting Up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting Up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting Up Document Numbers
Setting Up Projects
Setting Up Master Tax Schedules
Choosing Job Cost Setup Options
Setting Up Job Types
Setting Up Architects
Setting Up Cost Codes for Job Cost
Setting Up Accounts for Job Cost
Setting Up Payroll for Job Cost
Setting Up Overhead Detail Codes
Setting Up Overhead Group Codes
Setting Up Federal Classification Codes
Setting Up Union Categories
Setting Up Union Codes
Setting Up Employee Codes
Setting Up Rate Classes for Union Payroll
Over-Scale Pay Rate Support for Unions
Prevailing Wage and Fringe Rate Calculation
Labeling Job Cost User-Defined Fields
Setting Up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (Optional)
Using SmartList Objects for Signature Job Cost Products
Advanced Document Management in JC
Job Estimates
Job Maintenance
Creating a Job Record
Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job
Working With Job Revenue Performance Obligations
Creating Revenue Codes
Assigning Cost Codes to Revenue Codes
Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job From POC or RPO Calculation
Move or Transfer Costs and Billing to a Job From a Service Call
Loss Recognition
Job Transactions
Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing With JC
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost
Using Sales Order Processing
Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions Using SOP
Tracking Warranty Part Transactions Through SOP
Setting Up Warranty Parts Processing Through SOP
Creating a Warranty Transaction
Entering Payroll Transactions in Job Cost
Processing Payroll With Union Rate Classes (Optional)
Entering Job Transactions
Entering Job Transactions by Labor Rate and Employee
Entering Job Invoices
Assigning GL Accounts on Jobs and Job Invoices
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Scheduled Billing Information
Entering Standard Billing Information
Entering Transaction-Level Billing Information
Generating Invoices for Retention
Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices
Job Status
Editing Revenue Performance Obligations
Viewing Job Status Information
Viewing Unposted Costs
Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (Optional)
Viewing Service Call Transfers
Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method
Working With Reminder Notes
Multicurrency Management for Job Cost
Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices
Subcontractor
Setting Up the Subcontractor Feature
Using the Subcontractor Feature
Advanced Subcontractor
Setting Up the Advanced Subcontractor Feature
Using the Advanced Subcontractor Feature
Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements
Adding Subcontractors to a Job Record
Project Level
Using the Project Status Inquiry Window
Setting Up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports
Billing Project Allocated Revenue and Cost Plus Billing Projects
Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects
Project Manager’s Advisor
Setting Up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports
Closing and History
Closing Procedures
Closing a Job
Closing a Period or Month
Closing a Year
Viewing Job History
Utilities
TimeTrack
TimeTrack Introduction
Buttons, Symbols, and Indicators
Setting Up TimeTrack
Viewing TimeTrack Application and User Activity Information
Setting Up Signature Registered Users
Choosing TimeTrack Setup Options
Setting Up Shift Codes for Shift Premiums
Setting Up Fixed Assets
Entering Time Card Batches
Setting Up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)
Using TimeTrack
About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions From Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature
Exporting TimeTrack Data to a Third-Party Payroll Module
Correcting Commit Errors and Re-Creating the Export File
Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility
Manager Approval of Time Card Transactions
Setting Up the Manager Approval Feature
Using the Manager Approval Feature
Document Attachments for TimeTrack
Reports
SSRS Reports
Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference
Service Management SSRS Reports
Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote Reports
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking Report
Resource Schedule
Sales Tax - Material Purchases
Schedule Technician Board
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS Reports
Job Safety Audit (2013)
Job Cost SSRS Reports
Application for Payment
AR Retention Trial Balance
Closed Jobs
Custom SSRS Job Cost Reports
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Invoice
Job Lien Waiver
Job Percentage of Completion
Job Plan
Job Profit and Loss
Job Profit and Loss Key Performance Indicator
Job RPO Profit and Loss
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Payables Aged Trial Balance
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Union Report
Job Cost WIP SSRS Reports
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Cost Transactions Not in GL
Job WIP Reconciliation
TimeTrack SSRS Reports
Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet
Equipment Management SSRS Reports
Equipment Attributes
Equipment Profit and Loss
Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details
Equipment Profit and Loss Key Performance Indicator
Inspection
Rental Agreement, Booking, and Invoice Reports
Rental Agreement
Rental Agreement Standdown Lines (Subreport)
Rental Line Agreement
Rental Booking
Rental Invoice
Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)
Rental Line Invoice
Rental Utilization
Scheduled Maintenance Forecast
Shared SSRS Reports
Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability
SSRS Report Templates
Configuring a Report
Signature Report Templates
Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot
Charts and Key Performance Indicators (KPIs)
Dexterity Reports
Configuring System Reports
WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table
Job Cost Dexterity Reports
Estimate Worksheet
Printable Notes
Job Reports
Audit Billing
Audit Cash Receipts
Audit Costs
Audit Cost Variance
Backlog
Backlog by Period
Change Order Summary
Committed Costs
Costs by Period
Current Contract
Current Year - Contracts Closed
Current Year - Contracts in Progress
Detail Codes List
Estimate Analysis
Estimate Cost Variance
Job Analysis Report
Job Posted Cost
Job Reference
Job Schedule
Job Status Report
Job Summary
Job Unposted Cost
Payables Aged Trial Balance (JC)
Profit and Loss
Profit and Loss by Period
Projected Variance
Project Status
Quantity Variance
Job Cost WIP Dexterity Reports
Job Cost Edit Lists
Billing Reports
Sorted Reports
Division Reports
Project Manager Reports
Project Number Reports
Labor Reports
Setup Reports
History Reports
Subcontractor Reports
Service Management Dexterity Reports
General Reports
Contact ID Report
Customer Locations Report
Customer Report
Equipment at Location
Invalid Labor Rate Groups
Lookup Reports
All Lookup Reports
Customer Window Lookups Report
Equipment Window Lookups Report
Maintenance Contract Types List
Maintenance Task Codes Report
Maintenance Tasks by Equipment Type Report
Service Call Window Lookups Report
Task Code Task Lists Report
Mobile Purchase Order
Printable Notes Report
Service Reports
Assigned Appointments Report
Commission Report
Completed Calls Report
Contract Escalation Build Report
Contract Mass Renewal Reports
Customer Reports
Escalation Committed Report
Escalation Notification Report
Guaranteed Service Call Report
Inventory Adjustments Edit List
Mass Transfer Costs From Calls to Jobs Report
Open Service Calls with Costs Report
Profitability Report
Service at Location Report
Service Call Log
Service Calls by Salesperson Report
Technician Reports
Unassigned Appointments Report
Unbilled Costs Report
Unposted Costs Report
WIP Dexterity Reports
Maintenance Reports
Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Maintenance Contract Reconciliation Reports
Master Contract Reports
Monthly Labor Plan Report
Overdue PM Report
Technician Load Summary Report
Workorder Register Report
Inactive Task Code or Task List Warnings
Using SmartList Objects
Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference
Alternate Windows and Reports Manager
AWARM Overview
Installing AWARM
Setting Up AWARM
Using AWARM
Alternate Windows
Signature Utilities
Signature Utilities Introduction
Signature Utilities Setup
Launching Signature Utilities
Setting Up Signature Utilities
Signature Import Utility
Preparing to Import Files
Creating the Import File
Update to Change Order Rules
Using the Import Utility
Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility
File Maintenance Utilities
Job Cost File Maintenance Utilities
Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility
Service Management File Maintenance Utilities
Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Task Update Utility
Signature File Maintenance Utilities
SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility
Field Definitions
Warehouse File Names
Service Management Field Definitions
Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File
Job Cost Field Definitions
Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File
SmartConnect Integration Manager
Installing Integration Manager
Signature Nodes Reference
Signature Integration Technical Reference
k2aJobAppointmentNote
k2aMobileContactWork
SMS_Build_Customer_Quicksearch
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSContract
wsiSMSContractQuote
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuote
wsiSMSQuoteTask
wsiSMSServiceCall
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate
wsiWSTransactionLineCreate
Troubleshooting
Upgrade Issue With Attachments on Service Calls
PDF Downloads
Schedule 4
Schedule 4.0.31 Service Pack Readme
Schedule Readme and Installation Guide
New Features & Fixes
System Requirements
Installing Schedule
Upgrading Schedule
Uninstalling Schedule
Schedule User Guide
Overview
Viewing the schedule board
Appointments and appointment types
Context-sensitive menus
Icons and buttons
Filtering and sorting in Schedule
Locating a record using Find
Viewing your user profile
Changing your Schedule password
Logging out of Schedule
Setting up Schedule
Administration setup
Processing requests
Setting up users
Working with roles
General setup
Setting up company options
Setting up global options
Map View setup
Setting up vehicles
Setting up mapping options
Setting up resource options
Report setup
Email notification setup
Using the Schedule Board
Double-booking and appointment conflicts
Changing the schedule board view
Changing companies
Working with appointments and service calls
Using the Appointment Wizard
Making appointment changes on the schedule board
Viewing/editing job appointment details
Viewing/editing service appointment details
Viewing/editing the service call
Viewing service call timestamps
Viewing appointment history
Viewing service call tasks
Notifying customers via email
Creating additional appointments
Completing appointments
Unscheduled or unassigned appointments
Using the date/time picker
Working with related appointments and/or resource activities
Reschedule a block of appointments
Split a block of appointments
Delete a block of appointments
Working with resources
Viewing resource details
Unscheduling/unassigning resources
Identifying over-allocated resources
Creating a resource activity
Viewing/changing resource activities
Viewing reports
Working with notes and attachments
Working with the Job Panel
Printing the Job Schedule by Cost Code report
Using the Customer Hub
Viewing the Customer tab
Viewing the Location tab
Viewing the Open Appointments tab
Viewing the Service Calls tab
Viewing the Equipment tab
Working with the Contacts tab
Viewing the Contracts tab
Viewing the Jobs tab
Creating a new customer
Creating a new service call
Creating a new location
Using the Map View
Viewing appointments on map
Viewing appointment details
Viewing and optimizing routes
Viewing unscheduled/unassigned appointments on the map
Using drawing tools on the map
Troubleshooting
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was not successful for <service call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule board isn't updating
Resource has an invalid current location
PDF Downloads
WennSoft Open Discussions
Discussion Schedule
Frequently Asked Questions
Job Import
Overview
Installing Job Import
System Requirements
Before You Install Job Import
Installing Job Import on a Server and Client
Installing Job Import on a Client Only
After Installing Job Import
Setting Up Job Import
Using the Job Import Worksheet
Adding More Fields for a Custom Spreadsheet
Troubleshooting
Job Import Readme
Equipment Management 2025
Release Notes
Fall 2025 Readme
Installation & Upgrade
Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting
Equipment Management
Equipment Introduction
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents & Table Changes
Batch Naming Conventions
Equipment Manager
Signature Setup Checklists
Setting Up Equipment Manager
Labeling User-Defined Fields
Setting Up Active User-Defined Fields
Setting Up and Using Document Printing Enhancements
Setting Up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity
Setting Up and Using Document Management
Setting Up Physically Stored Document Attachments
Using Document Management
Setting Up Equipment
Setting Up Models
Setting Up Locations
Setting Up Attributes
Setting Up Manufacturers
Setting Up Categories
Setting Up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting Up Conditions
Setting Up Divisions
Setting Up Branches
Setting Up Units of Measure
Labeling Global Information Fields
Setting Up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations
Setting Up and Using Equipment SmartLists
Equipment Hierarchy
Setting Up the Hierarchy Feature
Creating a Hierarchy
Using Hierarchy Functionality
Equipment Hierarchy Transactions
Equipment Management Reports
Using Equipment Manager
Equipment Manager Procedures
Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment
Customer Center
Setting Up Customer Center
Viewing Data
Creating Transactions
Utility Procedures in EM
Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements
Viewing the Equipment Inquiry
Integration with Service Management
Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management
Profitability Analysis
Setting Up the Profitability Analysis Module
Setting Up Equipment Profitability
Creating Analysis Cost Groups
Entering Profitability Budgets
Profitability Reports
Working with Profitability Setup Reports
Working with Profitability Analysis Reports
Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries
Purchasing
Setting Up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window
Sales
Setting Up the Sales Module
Using the Sales Module
Creating Sales Documents
Creating a Sales Batch
Finance Leasing
Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice
Sales Reports
Advanced Rental
Advanced Rental Module Setup
Setting Up Rental Agreements
Setting Up Rental Bookings
Rental Account Distributions
About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions
Setting Up Roll Forward Invoicing
Setting Up Customer and Address Additional Information
Customer Insurance Details
Customer Rental Information
Additional Address Information
Rental Bookings
Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window
Rental Agreements
Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines
Rental Invoices
Creating an Individual Invoice From the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry
Taking Equipment Off Rent
Completing an Agreement and Sending It to History
Renting Equipment to a Job
Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement
Vehicle Readings
Setting Up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window
Transport
Setting Up the Transport Module
Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks
Using the Transport Module
Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices
Viewing Transport Inquiries
Scheduled Maintenance
Setting Up Scheduled Maintenance
Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting Up Tasks in Service Management
Using the Scheduled Maintenance Module
Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance
Scheduled Maintenance Reports
Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports
PDF Downloads
Building Optimization Broker
Release Notes
BOB Release Notes 1.137 - 10/02/23
BOB Release Notes 1.135 - 9/5/23
Previous Releases
2023
BOB Release Notes 1.128 and 1.129 - 6/20/23
BOB Release Notes - 5/22/23
BOB Release Notes 1.126 - 5/15/23
BOB Release Notes 1.125 - 4/25/2023
BOB Release Notes 1.124 - 4/12/23
BOB Release Notes 1.123 - 3/29/23
BOB Release Notes 1.122 - 3/15/23
BOB Release Notes 1.121 - 3/1/23
BOB Release Notes 1.120 - 2/15/23
BOB Release Notes 1.119 - 02/01/23
BOB Release Notes 1.118 - 01/18/23
2022
1.10
BOB Release Notes 1.117 - 12/23/22
BOB Release Notes 1.116 - 12/09/22
BOB Release Notes 1.115 - 11/23/22
BOB Release Notes 1.114 - 11/09/22
BOB Release Notes 1.113 - 11/02/22
BOB Release Notes 1.112 - 10/26/22
BOB Release Notes 1.111 - 10/19/22
BOB Release Notes 1.109-110 - 10/12/22
BOB Release Notes 1.108 - 9/28/22
BOB Release Notes 1.107 - 9/21/22
BOB Release Notes 1.106 - 9/14/22
BOB Release Notes 1.105 - 9/07/22
BOB Release Notes 1.104 - 8/31/22
BOB Release Notes 1.103 - 8/24/22
BOB Release Notes 1.102 - 8/18/22
BOB Release Notes 1.101 - 8/10/22
BOB Release Notes 1.100 - 8/04/22
1.9
BOB Release Notes 1.99 - 7/28/22
BOB Release Notes 1.98 - 7/20/22
BOB Release Notes 1.97 - 7/13/22
BOB Release Notes 1.96 - 7/06/22
BOB Release Notes 1.95 - 6/30/22
BOB Release Notes 1.94 - 6/22/22
BOB Release Notes 1.93 - 6/15/22
BOB Release Notes 1.92 - 6/8/22
BOB Release Notes 1.91 - 6/01/22
BOB Release Notes 1.90 - 5/25/22
1.8
BOB Release Notes 1.89 - 5/18/22
BOB Release Notes 1.88 - 5/11/22
BOB Release Notes 1.87 - 5/04/22
BOB Release Notes 1.86 - 4/27/22
BOB Release Notes 1.85 - 4/20/22
BOB Release Notes 1.84 - 4/13/22
BOB Release Notes 1.83 - 4/06/22
BOB Release Notes 1.82 - 3/30/22
BOB Release Notes 1.81 - 3/23/22
BOB Release Notes 1.80 - 3/16/22
1.7
BOB Release Notes 1.79 - 3/09/22
BOB Release Notes 1.78 - 3/02/22
BOB Release Notes 1.77 - 2/25/22
BOB Release Notes 1.76 - 2/16/22
BOB Release Notes 1.75 - 2/09/22
BOB Release Notes 1.74 - 2/03/22
BOB Release Notes 1.73 - 1/26/22
BOB Release Notes 1.72 - 1/19/22
BOB Release Notes 1.71 - 1/12/22
BOB Release Notes 1.70 - 1/05/22
2021
1.6
BOB Release Notes 1.69 - 12/28/21
BOB Release Notes 1.68 - 12/22/21
BOB Release Notes 1.67 - 12/14/21
BOB Release Notes 1.66 - 12/08/21
BOB Release Notes 1.65 - 12/01/21
BOB Release Notes 1.64 - 11/24/21
BOB Release Notes 1.63 - 11/18/21
BOB Release Notes 1.62 - 11/11/21
BOB Release Notes 1.61 - 11/03/21
BOB Release Notes 1.60 - 10/27/21
1.5
BOB Release Notes 1.59 - 10/20/21
BOB Release Notes 1.58 - 10/13/21
BOB Release Notes 1.57 - 10/06/21
BOB 1.56 - 09/29/21
BOB 1.55 - 09/24/21
BOB 1.54 - 09/15/21
BOB 1.53 - 09/08/21
BOB 1.52 - 09/01/21
BOB 1.51 - 08/25/21
BOB 1.50 - 08/18/21
1.4
BOB 1.49 - 08/11/21
BOB 1.48 - 08/04/21
BOB 1.47 - 07/28/21
BOB 1.46 - 07/20/21
BOB 1.45 - 07/14/21
BOB 1.44 - 07/07/21
BOB 1.43 - 06/29/21
BOB 1.42 - 06/22/21
BOB 1.41 - 06/15/21
BOB 1.40 - 06/08/21
BOB 1.4.11 - 05/18/21
BOB 1.4.10 - 05/11/21
BOB 1.4.9 - 05/04/21
BOB 1.4.8 - 04/28/21
BOB 1.4.7 - 04/20/21
BOB 1.4.6 - 04/13/21
BOB 1.4.5 - 04/06/21
BOB 1.4.4 - 03/31/21
BOB 1.4.0 - 03/02/21
1.3
BOB 1.39 - 06/02/21
BOB 1.38 - 05/25/21
1.2
BOB 1.2.1 - 02/09/21
BOB 1.2.0 - 02/02/21
2020
1.1
BOB 1.1.10 - 11/10/20
BOB 1.1.9 - 10/28/20
BOB 1.1.7 - 10/06/20
BOB 1.1.5 - 09/28/20
BOB 1.1.3 - 09/09/20
BOB 1.1.2 - 09/02/20
BOB 1.1.1 - 08/25/20
BOB 1.1.0 - 08/17/20
1.0
BOB 1.0.3 - 07/30/20
BOB 1.0.2 - 06/25/20
BOB 1.0.1 - 06/17/20
BOB 1.0.0 - 06/01/20
0.0beta
BOB 0.10.0beta - May 26, 2020
BOB 0.9.0beta - Apr. 22, 2020
BOB 0.8.0beta - Apr. 6, 2020
BOB 0.7.0beta - Mar. 18, 2020
BOB 0.6.0beta - Mar. 5, 2020
BOB 0.5.0beta - Feb. 19, 2020
BOB 0.0.3beta - Feb. 3, 2020
BOB 0.0.1beta - Jan. 1, 2020
Product Maintenance
Building Optimization Broker Guide
Overview
User Profile
User Permissions
K2A Core
Company Entity Management
Client Entity Management
Site Entity Management
Equipment Entity Management
System Entity Management
BOB Dashboards
Viewing the Executive Summary
Exporting and Downloading Data
Using the Date/Time Picker
Filtering Data
Navigating the Dashboards
Key Performance Indicators (KPIs)
Subscribing to Alert Notifications
Managing Background Jobs
Company Dashboard
Working with Clients
Client Dashboard
Working with Sites
Site Dashboard
Working with Equipment
Working with Systems
System Dashboard
Equipment Dashboard
Sensors Overview
Working with Views and Configurations
Working with Sensors
Working with Custom Calculated Sensors
Conditional Formatting
Configure the Sensor Graph
Export Sensor Data
K2A Sensor Calculations
Operators List
Functions List
Raw Unit List
Working with Contacts
Working with Client Contacts
Working with Site Contacts
Energy Utility Dashboard
Service Requests
Creating a Service Request
Sorting, Filtering, and Searching Service Request Data
Viewing the Service Request Details
Adding a Client Contact to a Service Request
Creating an Appointment
Notifying the Client
Deleting a Service Request
Deleting an Appointment
Service Request Settings
Email to Service Call Settings
Rule Fault to Service Call Settings
Reporting
Inspection Report
Optimization Report
Sensor Count Report
Watchdog Report
Rules
Working with Rules
Additional Rule Processing
Working with K2A Rules
Using a K2A Rule
Modifying a K2A Rule
K2A Rule Library
Creating a Custom Rule
Working with Rule Sensor Filters
Viewing Rule Sensor Filters
Creating a General Sensor Filter
Creating an Equipment Sensor Filter
Creating a System Sensor Filter
Creating a Weather Sensor Filter
Editing a Rule Sensor Filter
Deleting a Rule Sensor Filter
Sensor Aggregates
Working with Formula Editor Blocks
Working with Fault Logic Editor Blocks
Scoring
Architect
Architect Examples
Using the Architect Wizard
Working with Clients in Architect
Working with Campuses
Working with Sites in Architect
Working with Systems in Architect
System Modeling Guide
Working with Areas
Working with Equipment in Architect
Working with Sensors in Architect
Working with Unit Conversions
Sensor Type Guide
Working with Technicians
IoT Hub
Working with BAS Agents
Viewing Logs
Adding a BAS Agent
Managing a BAS Agent
Working with BAS Network Configurations
BACnet-IP Configuration
Tridium Niagara (oBIX) Configuration
Assigning a BAS Agent
Unassigning a BAS Agent
Renaming a BAS Agent
Rebooting a BAS Agent
Restarting the BAS Agent Application
Pinging a BAS Agent
Deleting a BAS Agent
Working with BAS Inventory
Assigning an Existing Profile to a Device
Creating a New Profile from the BAS Inventory
Creating Devices and Objects in BAS Inventory
Manually Refreshing the BAS Inventory
Control System Compatibility
Setting a Static IP Address
Scanning a BACnet Network
Scanning a Niagara Network
Working with FSM Integrations
Creating an FSM Integration
Configuring the FSM Integration
Syncing FSM Data to Building Optimization Broker
Viewing FSM Integration Information
Viewing FSM Integrations
Renaming an FSM Integration
Rotating FSM Integration Credentials
Deleting an FSM Integration
Setting up a Signature Integration with BOB
Working with Profiles
Working with Profile Objects
Adding a BacNET Profile Object
Managing BACnet Objects
Adding a Niagara Profile Object
Managing a Niagara Object
Deleting a Profile Object
Changing Trend Intervals by Profile Objects
Create a Profile
Renaming a Profile
Deleting a Profile
Changing Trend Intervals by Profile
Working with Downloads
Admin
Working with Companies
Working with Users
Working with Roles
Working with User Role Permissions
Working with Scoring
Working with Billing Info
Working with Advanced Communications
Service Statuses
Attribute Management
Working with Conversions
API Docs
Quick Start Guide
Connecting Your BAS Agent
Configuring the Network
Cloud Communications
Troubleshooting BAS Agent Cloud Connections
SaaS Security and Compliance
SAAS Security Compliance
Security
Security FAQs
PDF Downloads
Excel TimeTrack Client
Introduction
Installing Excel TimeTrack Client
Requirements
Installation
Setting up Excel TimeTrack Client
Changing Default Protected View Settings
Setting up Users
Entering Time for More than One Employee
Using Excel TimeTrack Client
Troubleshooting
I have .NET Framework installed, but ASP.NET does not work.
Invalid Credentials Warning
Microsoft Office Customization Installer: There was an error during installation
eTimeTrack Web Service Installation
Readme 18-4-6
Schedule 2024
What's New Fall 2024
Release Notes
August 2025 Service Pack 2 Readme
January 2025 Service Pack 1 Readme
November 2024 Readme
Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
Issues Fixed
New Features
Installation and Upgrade Guide
System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule
User Guide
Schedule Overview
Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Accessing Your Profile and User Settings
Changing Your Schedule Password
Logging Out of Schedule
Setting Up Schedule
Administration Setup
Setting Up Users
Working With Roles
Setting Up Resource Options
Processing Requests
Setting Up XOi Integration
General Setup
Setting Up Company Options
Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields
Setting Up Global Options
Map View Setup
Setting Up Mapping Options
Geocoding Service Locations and Technician Locations
Setting Up Geocoding for Technician Starting Locations
Setting Up Geocoding for Service Locations
Setting Up Vehicles
Report Setup
Email Notification Setup
Additional Schedule Configuration
Example: endPoint List
Schedule Metadata
Example: Modified schedulerControl.js
Example: Additional User-Defined Fields
Grid Configuration
User-Defined Field Configuration
Grid Column Formatting
Column Filtering
Setting Up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Adding a Column to a Grid
Appointment Label and Tooltip Configuration
Adding Appointment Description to Mouse-Over Tooltip
Adding Service Call Description with a Label
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View
Example: Appointment Property List
Building Optimization Broker Settings
Automatically Reset Technician Starting Locations
Using the Schedule Board
Double-Booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies
Working With Appointments and Service Calls
Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Working With Job Appointment Details
Working With Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker
Working With Related Appointments and/or Resource Activities
Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments
Processing Service Requests from Building Optimization Broker
Working With Resources
Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-Allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities
Viewing Reports
Working With Notes and Attachments
Working With the Job Panel
Printing the Job Schedule by Cost Code Report
Working With Purchase Orders
Using the Customer Hub
Working With Customers
Viewing the Customer Tab
Creating a New Customer
Working With Locations
Viewing the Location Tab
Creating a New Location
Working With Equipment
Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment
Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working With the Contacts Tab
Working With the Contracts Tab
Viewing the Jobs Tab
Viewing the Invoicing Tab
Using the Map View
Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations
Using the Service Monitor
Troubleshooting
Appointment Start Date Field Is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Error Occurred During the Registration Check
Geocode Was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Resource Has an Invalid Current Location
Schedule Board Isn’t Updating
PDF Downloads
Signature Telematics
Overview
Features and Capabilities
Features and Capabilities for Larger Fleets
Installing Signature Telematics
Setting Up Signature Telematics
Azuga Documentation
Quick Start Guide
Azuga Product Manual
Commonly Used Features
Sign Up for a Live Training Webinar with Azuga
Contact Information
Signature 2023
Signature Help
Posting Flow Documents and Table Changes
Web Client Incompatibilities
MobileTech Setup 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
MobileTech Information Processing
Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process MobileTech and Schedule Purchase Orders
Fall 2023 What's New
Release Notes
November 2025 - Refrigerant Tracking Compliance Requirements Update
November 2023 Readme
Signature Installation
Compatibility
Incompatibility
Installation Notes
Bug Fixes
New Features
Installation and Upgrade
Viewing System Requirements
Installing Signature
Before Installation
Server and Client Installation
Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access
Client Only Installation
Upgrading Signature
Before Upgrading
Upgrading on a Server and Client
Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access
Upgrading on a Client Only
After Upgrading
Signature SSRS Report Setup
Uninstalling Signature
Additional Information
Installing Service Call Auditing
Product Registration Keys Installation
Technical Notes and Troubleshooting
System Requirements
System Requirements for Microsoft Dynamics GP
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements
Additional Module Requirements
Web Server (IIS)
Customer Portal
Schedule
MobileTech
Service Management
Service Management Introduction
Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management
Service Management Core
Core Module Setup
Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields
Setting Up Lookup Window Data
Refrigerant Tracking Lookup Data
Setting Up Appointment Statuses
Setting Up Branches
Setting Up Call Resolutions
Setting Up Call Types
Setting Up Contacts
Setting Up Customer User-Defined Lookup Windows
Setting Up Divisions
Copying Division Accounts
Setting Up Equipment Types
Setting Up Extended Warranty Types
Setting Up Installation Information
Setting Up Location User-Defined Lookup Windows
Setting Up Manufacturers
Setting Up Postal Codes
Setting Up Problem Types
Setting Up Resolution Note Snippets
Setting Up Service Areas
Setting Up Skill Levels
Setting Up Technician Activity IDs
Setting Up Technicians
Setting Up Technician Shifts
Setting Up Technician Teams
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Vehicles
Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management
Using the Service Manager Window
Viewing the Service Manager Inquiry Window
Using the Add Service Customer Window
Locating Records
Viewing a Customer's Status
Viewing Location Status
Viewing Recent Service Calls
Setting up Service Classes
Using Global Filters
Working with Customer Records
Using Temporary Customers
Using Contact Management
Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact
Working with Location Records
Working with Equipment Records
Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Meter Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-Add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating a Service Call Using the New Call button
Working with Building Records
Working with Service Calls and Appointments
Assigning Equipment to a Service Call
Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call
Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the Cost Audit Report
Transferring Costs and Billing from a Service Call to a Job
Editing Accounts for a New Service Call Type or Division
Creating a Vendor Quotation Request
Reopening a Closed Service Call
Viewing the Service Call Audit
Creating Service Calls with One Appointment
Integration with Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Reminder Notes in Service Management
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions
Working with Time Zones
Enabling the Time Zone Feature
Setting up Time Zones
Setting up User Profiles for Time Zones
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference
Editing Service GL Transaction Journal Entries
Scheduling Non-Technician Resources
Advanced Document Management
Maintenance Contracts
Creating a Maintenance Contract
Working with Contract Revenue and Costs
Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue
Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract
Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Renewing Maintenance Contracts
Individual Contract Renewal
Mass Contract Renewal
Leaving a Contract Open
Posting Maintenance Contract Renewals
Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Viewing Maintenance Contract History
Creating Maintenance Contract Invoices
Editing and Adding Individual Billing Notes
Creating Invoices for a Closed Period
Third-Party Contract Invoice Billing
Maintenance Contract Setup
Choosing Maintenance Options
Setting up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting up Maintenance Lookup Windows
Setting up Contract Types
Writing Off a Trailing Purchase Price Variance
Setting up Maintenance Task Codes and Task Lists
Working with Task Codes
Creating or Editing a Task Code
Setting up System, Major, Sub 1-4
Adding Subtasks to a Task Code
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Using the Task Code Lookup
Working with Task Lists
Creating a Task List Type
Creating or Editing a Task List
Setting up Task List Hierarchy
Copying a Task List
Assigning Tasks and Task Lists
Assigning Tasks and Task Lists to Equipment
Assigning Tasks and Task Lists to Records
Generating a Maintenance Contract from a Quote
About MCC Calls
Scheduling Maintenance Tasks
Printing the Scheduled Maintenance Report
Setting up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup
Troubleshooting Contracts
Master Contract Renew Button Grayed Out
Reconcile Button Missing on Maint. Contract Revenue/Costs Windows
Maintenance Contract Quotes
Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List
Master Contracts
Setting up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Viewing Master Contract Service Call History
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts
Using Service Level Agreements (SLAs)
Printing Service Level Reports
Multicurrency Management
Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management with Service Credit Memos
Using Multicurrency Management with Maintenance Contracts
Sales Order Processing (SOP) Invoicing
Choosing SOP Invoicing Options
Using SOP Invoicing
Tracking Warranty Transactions Through SOP
Setting up Warranty Transactions Through SOP
Creating Warranty Transactions
Service Call Quotes
Setting up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote
Service Invoicing
Service Invoicing Setup
Choosing Invoice Options
Setting up Travel Costs
Setting up Invoice Accounts
Setting up the Master Tax Schedule
How Taxes Are Calculated
Creating a Pricing Matrix
Regular Pricing Matrix
Extended Pricing Matrix
Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates
Creating Invoices
Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions from Service Management
Viewing Service Call Costs
Viewing Service Call Status Information
Restrictions for Field Invoices Created in MobileTech
Recording Payments Using the On Account Feature
Printing and Posting Invoices
Using Microsoft Dynamics GP Purchase Order Processing with Service Management
Setting up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns with Service Calls
Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing
Using Third-Party Billing
Creating Credit Memos
Utility Procedures
Check Links
Technician Reassignment
Reminder Notes Reassignment
Salesperson Reassignment
Move Equipment
Move Location Record
Move Service Call
Mass Complete/Close Service Calls
Duplicate Equipment
Duplicate Location
Copy Task List
Contract Utility
Remove Notes
Change Primary Document
Update Time Zone Data
Job Cost
Job Cost Introduction
Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC
Job Cost Setup
Signature Job Cost Setup Checklists
Setting up the Core Job Cost System
Setting up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting up Document Numbers
Setting up Projects
Setting up Master Tax Schedules
Choosing Job Cost Setup Options
Setting up Job Types
Setting up Architects
Setting up Cost Codes for Job Cost
Setting up Accounts for Job Cost
Setting up Payroll for Job Cost
Setting up Overhead Detail Codes
Setting up Overhead Group Codes
Setting up Federal Classification Codes
Setting up Union Categories
Setting up Union Codes
Setting up Employee Codes
Setting up Rate Classes for Union Payroll
Over-Scale Pay Rate Support for Unions
Prevailing Wage and Fringe Rate Calculation
Labeling Job Cost User-Defined Fields
Setting up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (Optional)
Using SmartList Objects for Signature Job Cost Products
Advanced Document Management in JC
Job Estimates
Job Maintenance
Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job
Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job from POC or RPO Calculation
Moving Costs and Billing to a Job from a Service Call
Loss Recognition
Creating a Job Record
Working with Job Revenue Performance Obligations
Creating Revenue Codes
Assigning Cost Codes to Revenue Codes
Job Transactions
Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost
Using Sales Order Processing
Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions using SOP
Tracking Warranty Part Transactions through SOP
Setting up Warranty Parts Processing through SOP
Creating a Warranty Transaction
Entering Payroll Transactions in Job Cost
Processing Payroll with Union Rate Classes (optional)
Entering Job Transactions
Entering Job Transactions by Labor Rate and Employee
Entering Job Invoices
Assigning GL Accounts on Jobs and Job Invoices
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Standard Billing Information
Entering Transaction-Level Billing Information
Entering Scheduled Billing Information
Generating Invoices for Retention
Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices
Job Status
Editing Revenue Performance Obligations
Viewing Job Status Information
Viewing Unposted Costs
Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (Optional)
Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method
Working with Reminder Notes
Multicurrency Management for Job Cost
Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices
Subcontractor
Using the Subcontractor Feature
Setting up the Subcontractor Feature
Advanced Subcontractor
Setting up the Advanced Subcontractor Feature
Using the Advanced Subcontractor Feature
Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements
Adding Subcontractors to a Job Record
Project Level
Using the Project Status Inquiry Window
Setting up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports
Billing Project Allocated Revenue and Cost Plus Billing Projects
Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects
Project Manager’s Advisor
Setting up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports
Closing and History
Closing Procedures
Closing a Job
Closing a Period or Month
Closing a Year
Viewing Job History
Utilities
WIP Reconciliation Tool
TimeTrack
TimeTrack Introduction
Buttons, Symbols, and Indicators
Setting Up TimeTrack
Viewing TimeTrack Application and User Activity Information
Setting up Signature Registered Users
Choosing Setup Options
Setting up Shift Codes for Shift Premiums
Setting up Fixed Assets
Entering Time Card Batches
Setting up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)
Using TimeTrack
About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions from Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature
Exporting TimeTrack Data to a Third-Party Payroll Module
Correcting Commit Errors and Re-Creating the Export File
Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility
Manager Approval of Time Card Transactions
Using the Manager Approval Feature
Setting up the Manager Approval Feature
Document Attachments for TimeTrack
Setting up the Document Attachments Feature
Using the Document Attachments Feature
Reports
SSRS Reports
Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference
Service Management SSRS Reports
Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote Reports
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking Report
Resource Schedule
Sales Tax - Material Purchases
Schedule Technician Board
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS Reports
Job Safety Audit (2013)
Job Cost SSRS Reports
Job Closing Preparation
Job RPO Profit and Loss
Job Profit and Loss
Job Committed Costs
Job Percentage of Completion
Job Plan
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Custom SSRS Job Cost Reports
Application for Payment
AR Retention Trial Balance
Closed Jobs
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Invoice
Job Lien Waiver
Job Profit and Loss Key Performance Indicator
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Payables Aged Trial Balance
WIP Reports in Job Cost
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Cost Transactions Not in GL
Job WIP Reconciliation
Union Report
TimeTrack SSRS Reports
Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet
Equipment Management SSRS Reports
Equipment Attributes
Equipment Profit and Loss
Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details
Rental Agreement, Booking, and Invoice Reports
Rental Agreement
Rental Agreement Standdown Lines (Subreport)
Rental Line Agreement
Rental Booking
Rental Invoice
Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)
Rental Line Invoice
Equipment Profit and Loss Key Performance Indicator
Inspection
Rental Utilization
Scheduled Maintenance Forecast
Shared SSRS Reports
Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability
SSRS Report Templates
Configuring a Report
Signature Report Templates
Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot
Charts and Key Performance Indicators (KPIs)
Dexterity Reports
Configuring System Reports
WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table
Job Cost Dexterity Reports
Estimate Worksheet
Printable Notes
Job Reports
Audit Costs
Audit Cost Variance
Current Year - Contracts Closed
Current Year - Contracts in Progress
Estimate Analysis
Estimate Cost Variance
Job Reference
Job Unposted Cost
Payables Aged Trial Balance (JC)
Quantity Variance
Backlog
Backlog by Period
Change Order Summary
Committed Costs
Job Analysis Report
Job Posted Cost
Job Schedule
Job Status Report
Audit Billing
Audit Cash Receipts
WIP
Costs by Period
Current Contract
Detail Codes List
Job Summary
Profit and Loss
Profit and Loss by Period
Projected Variance
Project Status
Job Cost Edit Lists
Billing Reports
Sorted Reports
Division Reports
Project Manager Reports
Project Number Reports
Labor Reports
Setup Reports
History Reports
Subcontractor Reports
Service Management Dexterity Reports
General Reports
Customer Locations Report
Customer Report
Equipment at Location
Lookup Reports
Customer Window Lookups Report
Equipment Window Lookups Report
All Lookup Reports
Maintenance Contract Types List
Maintenance Task Codes Report
Maintenance Tasks by Equipment Type Report
Service Call Window Lookups Report
Task Code Task Lists Report
Printable Notes Report
Mobile Purchase Order
Contact ID Report
Invalid Labor Rate Groups
Service Reports
Assigned Appointments Report
Commission Report
Completed Calls Report
Contract Escalation Build Report
Contract Mass Renewal Reports
Customer Reports
Escalation Committed Report
Escalation Notification Report
Guaranteed Service Call Report
Inventory Adjustments Edit List
Open Service Calls with Costs Report
Profitability Report
Service at Location Report
Service Call Log
Service Calls by Salesperson Report
Technician Reports
Unassigned Appointments Report
Unbilled Costs Report
Unposted Costs Report
WIP Dexterity Reports
Maintenance Reports
Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Maintenance Contract Reconciliation Reports
Master Contract Reports
Monthly Labor Plan Report
Overdue PM Report
Technician Load Summary Report
Workorder Register Report
Inactive Task Code or Task List Warnings
Using SmartList Objects
Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference
Alternate Windows and Reports Manager
AWARM Overview
Installing AWARM
Setting up AWARM
Using AWARM
Alternate Windows
Signature Utilities
Signature Utilities Introduction
Signature Utilities Setup
Setting up Signature Utilities
Launching Signature Utilities
Signature Import Utility
Preparing to Import Files
Creating the Import File
Update to Change Order Rules
Using the Import Utility
Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility
File Maintenance Utilities
Job Cost File Maintenance Utilities
Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility
Service Management File Maintenance Utilities
Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Task Update Utility
Signature File Maintenance Utilities
SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility
Field Definitions
Warehouse File Names
Service Management Field Definitions
Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File
Job Cost Field Definitions
Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File
SmartConnect Integration Manager
Installing Integration Manager
Signature Nodes Reference
Signature Integration Technical Reference
k2aJobAppointmentNote
k2aMobileContactWork
SMS_Build_Customer_Quicksearch
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiWSTransactionLineCreate
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSContract
wsiSMSContractQuote
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuote
wsiSMSQuoteTask
wsiSMSServiceCall
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate
PDF Downloads
Signature Agent 2024
Release Notes
November 2024
Installation and Administration Guide
Requirements and Compatibility
Installing Signature Agent Configuration
Upgrading Signature Agent Configuration
Completing Signature Agent Configuration
Working With Event Trigger Notifications
Working With Event Triggers
Mappable Fields and Labels
Setting Up Technicians in Schedule
Modifying the Event Trigger Action Properties
Enabling Additional Triggers in Microsoft SQL Server Management Studio
Restoring Default Triggers
Working With Advanced Communications
Viewing and Editing Advanced Comm Triggers
Sample Advanced Communication Email Notifications
Sending Email Requests To Create a Service Call
Flow Examples
Accessing the Signature Status Page
Uninstalling Signature Agent Configuration
PDF Downloads
Signature 18.04b06
Release Notes
Readme
Signature Installation
Compatibility
Incompatibility
Installation Notes
New Features
Issues Fixed
Service Pack 1 Readme
System Requirements
System Requirements for Microsoft Dynamics GP
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements
Additional Module Requirements
Web Server (IIS)
Customer Portal
Schedule
MobileTech
Support Information
Installation and Upgrade
Viewing System Requirements
Installing Signature
Before Installation
Server and Client Installation
Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access
Client Only Installation
Upgrading Signature
Before Upgrading
Upgrading on a Server and Client
Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access
Upgrading on a Client Only
After Upgrading
Signature SSRS Report Setup
Product Registration Keys Installation
Technical Notes and Troubleshooting
Uninstalling Signature
Additional Information
Service Management
Service Management Introduction
Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management
Service Management Core
Core Module Setup
Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields
Setting Up Lookup Window Data
Refrigerant Tracking Lookup Data
Setting Up Skill Levels
Setting Up Technician Shifts
Setting Up Technician Activity IDs
Setting Up Service Areas
Setting Up Branches
Setting Up Technicians
Setting Up Technician Teams
Setting Up Divisions
Copying Division Accounts
Setting Up Customer User-Defined Lookup Windows
Setting Up Location User-Defined Lookup Windows
Setting Up Postal Codes
Setting Up Contacts
Setting Up Problem Types
Setting Up Call Types
Setting Up Appointment Statuses
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Call Resolutions
Setting Up Resolution Note Snippets
Setting Up Manufacturers
Setting Up Installation Information
Setting Up Extended Warranty Types
Setting Up Equipment Types
Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management
Using the Service Manager Window
Viewing the Service Manager Inquiry Window
Using the Add Service Customer Window
Locating Records
Viewing a Customer's Status
Viewing Location Status
Viewing Recent Service Calls
Setting up Service Classes
Using Global Filters
Working with Customer Records
Using Temporary Customers
Using Contact Management
Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact
Working with Location Records
Working with Equipment Records
Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Meter Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-Add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating a Service Call Using the New Call button
Working with Building Records
Working with Service Calls and Appointments
Creating Service Calls with One Appointment
Assigning Equipment to a Service Call
Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call
Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the Cost Audit Report
Transferring Costs and Billing from a Service Call to a Job
Editing Accounts for a New Service Call Type or Division
Creating a Vendor Quotation Request
Reopening a Closed Service Call
Integration with Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Reminder Notes in Service Management
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions
Working with Time Zones
Enabling the Time Zone Feature
Setting up Time Zones
Setting up User Profiles for Time Zones
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference
Editing Service GL Transaction Journal Entries
Scheduling Non-Technician Resources
Advanced Document Management
Maintenance Contracts
Maintenance Contract Setup
Choosing Maintenance Options
Setting up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting up Maintenance Lookup Windows
Setting up Contract Types
Writing Off a Trailing Purchase Price Variance
Setting up Scheduled Maintenance Tasks
Setting up Task Codes
Creating a New Task Code
Setting up System, Major, Sub 1-4
Adding Subtasks and Materials to a Task
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Creating a Task List
Setting up Task List Hierarchy
Assigning Tasks and Task Lists
Assigning Tasks and Task Lists to Equipment
Assigning Tasks and Tasks Lists to Records
Generating a Maintenance Contract from a Quote
About MCC Calls
Scheduling Maintenance Tasks
Printing the Scheduled Maintenance Report
Setting up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup
Creating a Maintenance Contract
Working with Contract Revenue and Costs
Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue
Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract
Creating Maintenance Contract Invoices
Creating Invoices for a Closed Period
Editing and Adding Individual Billing Notes
Third-Party Contract Invoice Billing
Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Renewing Maintenance Contracts
Individual Contract Renewal
Mass Contract Renewal
Leaving a Contract Open
Posting Maintenance Contract Renewals
Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Viewing Maintenance Contract History
Maintenance Contract Quotes
Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List
Master Contracts
Setting up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Viewing Master Contract Service Call History
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts
Using Service Level Agreements (SLA)
Printing Service Level Reports
Multicurrency Management
Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management with Service Credit Memos
Using Multicurrency Management with Maintenance Contracts
Sales Order Processing (SOP) Invoicing
Choosing SOP Invoicing Options
Using SOP Invoicing
Tracking Warranty Transactions Through SOP
Setting up Warranty Transactions Through SOP
Creating Warranty Transactions
Service Call Quotes
Setting up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote
Service Invoicing
Service Invoicing Setup
Choosing Invoice Options
Setting up Travel Costs
Setting up Invoice Accounts
Setting up the Master Tax Schedule
How Taxes Are Calculated
Creating a Pricing Matrix
Regular Pricing Matrix
Extended Pricing Matrix
Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates
Creating Invoices
Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions from Service Management
Viewing Service Call Costs
Viewing Service Call Status Information
Restrictions for Field Invoices Created in MobileTech
Recording Payments Using the On Account Feature
Printing and Posting Invoices
Creating Credit Memos
Using Microsoft Dynamics GP Purchase Order Processing with Service Management
Setting up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns with Service Calls
Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing
Using Third-Party Billing
Utility Procedures
Check Links
Technician Reassignment
Reminder Notes Reassignment
Salesperson Reassignment
Move Equipment
Move Location Record
Move Service Call
Mass Complete/Close Service Calls
Duplicate Equipment
Duplicate Location
Copy Task List
Contract Utility
Remove Notes
Change Primary Document
Update Time Zone Data
Job Cost
Job Cost Introduction
Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC
Job Cost Setup
Signature Job Cost Setup Checklists
Setting up the Core Job Cost System
Setting up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting up Document Numbers
Setting up Projects
Setting up Master Tax Schedules
Choosing Job Cost Setup Options
Setting up Job Types
Setting up Architects
Setting up Cost Codes for Job Cost
Setting up Accounts for Job Cost
Setting up Payroll for Job Cost
Setting up Overhead Detail Codes
Setting up Overhead Group Codes
Setting up Federal Classification Codes
Setting up Union Categories
Setting up Union Codes
Setting up Employee Codes
Setting up Rate Classes for Union Payroll
Over-Scale Pay Rate Support for Unions
Prevailing Wage and Fringe Rate Calculation
Labeling Job Cost User-Defined Fields
Setting up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (Optional)
Using SmartList Objects for Signature Job Cost Products
Advanced Document Management in JC
Job Estimates
Job Maintenance
Creating a Job Record
Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job
Working with Job Revenue Performance Obligations
Creating Revenue Codes
Assigning Cost Codes to Revenue Codes
Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job from POC or RPO Calculation
Moving Costs and Billing to a Job from a Service Call
Loss Recognition
Job Transactions
Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing in Job Cost
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost
Using Sales Order Processing
Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions using SOP
Tracking Warranty Part Transactions through SOP
Setting up Warranty Parts Processing through SOP
Creating a Warranty Transaction
Entering Payroll Transactions in Job Cost
Processing Payroll with Union Rate Classes (optional)
Entering Job Transactions
Entering Job Transactions by Labor Rate and Employee
Entering Job Invoices
Entering Standard Billing Information
Generating Invoices for Retention
Entering Scheduled Billing Information
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Assigning GL Accounts on Jobs and Job Invoices
Entering Transaction-Level Billing Information
Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices
Job Status
Editing Revenue Performance Obligations
Viewing Job Status Information
Viewing Unposted Costs
Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (Optional)
Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method
Working with Reminder Notes
Multicurrency Management for Job Cost
Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices
Subcontractor
Setting up the Subcontractor Feature
Using the Subcontractor Feature
Advanced Subcontractor
Using the Advanced Subcontractor Feature
Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements
Adding Subcontractors to a Job Record
Setting up the Advanced Subcontractor Feature
Project Level
Using the Project Status Inquiry Window
Setting up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports
Billing Project Allocated Revenue and Cost Plus Billing Projects
Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects
Project Manager’s Advisor
Setting up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports
Closing and History
Closing Procedures
Closing a Job
Legacy Job Close Window
What's New with Closing a Job
Closing a Period or Month
Closing a Year
Viewing Job History
Utilities
WIP Reconciliation Tool
TimeTrack
TimeTrack Introduction
Buttons, Symbols, and Indicators
Setting Up TimeTrack
Viewing TimeTrack Application and User Activity Information
Setting up Signature Registered Users
Choosing Setup Options
Setting up Shift Codes for Shift Premiums
Setting up Fixed Assets
Entering Time Card Batches
Setting up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)
Using TimeTrack
About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions from Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature
Exporting TimeTrack Data to a Third-Party Payroll Module
Correcting Commit Errors and Re-Creating the Export File
Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility
Manager Approval of Time Card Transactions
Setting up the Manager Approval Feature
Using the Manager Approval Feature
Document Attachments for TimeTrack
Setting up the Document Attachments Feature
Using the Document Attachments Feature
Reports
SSRS Reports
Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference
Service Management SSRS Reports
Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Job Safety Audit (2013)
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote Reports
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking Report
Resource Schedule
Sales Tax - Material Purchases
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS reports
Job Cost SSRS Reports
Application for Payment
AR Retention Trial Balance
Closed Jobs
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Cost Transactions Not in GL
Job Invoice
Job Lien Waiver
Job Percentage of Completion
Job Plan
Job Profit and Loss
Job Profit and Loss Key Performance Indicator
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Job WIP Reconciliation
Payables Aged Trial Balance
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Union Report
WIP Reports in Job Cost
Job RPO Profit and Loss
TimeTrack SSRS Reports
Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet
Equipment Management SSRS Reports
Rental Agreement, Booking, and Invoice Reports
Rental Agreement
Rental Agreement Standdown Lines (Subreport)
Rental Line Agreement
Rental Booking
Rental Invoice
Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)
Rental Line Invoice
Equipment Attributes
Equipment Profit and Loss
Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details
Rental Utilization
Scheduled Maintenance Forecast
Equipment Profit and Loss Key Performance Indicator
Inspection
Shared SSRS Reports
Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability
SSRS Report Templates
Configuring a Report
Signature Report Templates
Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot
Charts and Key Performance Indicators (KPIs)
Dexterity Reports
Configuring System Reports
WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table
Job Cost Dexterity Reports
Estimate Worksheet
Printable Notes
Job Reports
Backlog by Period
Audit Billing
Audit Cash Receipts
Audit Costs
Audit Cost Variance
Backlog
Change Order Summary
Committed Costs
Costs by Period
Current Contract
Current Year - Contracts Closed
Current Year - Contracts in Progress
Detail Codes List
Estimate Analysis
Estimate Cost Variance
Job Analysis Report
Job Posted Cost
Job Reference
Job Schedule
Job Summary
Payables Aged Trial Balance (JC)
Profit and Loss
Profit and Loss by Period
Projected Variance
Quantity Variance
Job Unposted Cost
Job Status Report
Project Status
WIP
Job Cost Edit Lists
Billing Reports
Sorted Reports
Division Reports
Project Manager Reports
Project Number Reports
Labor Reports
Setup Reports
History Reports
Subcontractor Reports
Service Management Dexterity Reports
General Reports
Contact ID Report
Customer Locations Report
Customer Report
Equipment at Location
Invalid Labor Rate Groups
Lookup Reports
Printable Notes Report
Service Reports
Assigned Appointments Report
Commission Report
Completed Calls Report
Contract Escalation Build Report
Customer Reports
Escalation Committed Report
Escalation Notification Report
Guaranteed Service Call Report
Open Service Calls with Costs Report
Profitability Report
Service at Location Report
Service Calls by Salesperson Report
Technician Reports
Unassigned Appointments Report
Unbilled Costs Report
Unposted Costs Report
Service Call Log
Inventory Adjustments Edit List
WIP Dexterity Reports
Contract Mass Renewal Reports
Maintenance Reports
Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Maintenance Contract Reconciliation Reports
Master Contract Reports
Monthly Labor Plan Report
Overdue PM Report
Technician Load Summary Report
Workorder Register Report
Using SmartList Objects
Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference
Alternate Windows and Reports Manager
AWARM Overview
Installing AWARM
Setting up AWARM
Using AWARM
Alternate Windows
Signature Utilities
Signature Utilities Introduction
Signature Utilities Setup
Launching Signature Utilities
Setting up Signature Utilities
Signature Import Utility
Preparing to Import Files
Creating the Import File
Update to Change Order Rules
Using the Import Utility
Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility
File Maintenance Utilities
Job Cost File Maintenance Utilities
Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility
Service Management File Maintenance Utilities
Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Archive Data Utility
Task Update Utility
Signature File Maintenance Utilities
SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility
Field Definitions
Warehouse File Names
Service Management Field Definitions
Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File
Job Cost Field Definitions
Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File
SmartConnect Integration Manager
Installing Integration Manager
Signature Nodes Reference
Signature Integration Technical Reference
k2aJobAppointmentNote
k2aMobileContactWork
SMS_Build_Customer_Quicksearch
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSContract
wsiSMSContractQuote
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuote
wsiSMSQuoteTask
wsiSMSServiceCall
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate
wsiWSTransactionLineCreate
PDF User Guides
Signature Help
Web Client Incompatibilities
MobileTech Setup Information in Microsoft Dynamics GP
MobileTech Information Processing
Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Posting Flow Documents
MobileTech 9.0
What's New
Readme
Installing MobileTech
Installation Components and Compatibility
Installation Notes
New Features
Issues Fixed
Service Pack 1 Readme
Installation & Administration Guide
Introduction
Control Definitions
Common Offline HTML File Layout
PO Receipt Changes
Call History Changes
Task Changes
System Requirements
Installing or Upgrading MobileTech
Install MobileTech Server
Upgrade MobileTech Server
Install or Upgrade the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Service Call Quoting Integration (optional)
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
Report Settings
Mobile Device Global 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
Signature Settings
XOi Integration
Building Optimization Broker Settings
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
Import the MobileTech Woodford Project
Set up MobileTech on a Client Device
MobileTech Client Setup on a Mobile Device
First Time Logging into Mobile CRM
Setting up Host Syncing
Enter the Google Maps API Key
Setting Up Woodford (optional)
How to Enable Multi-Factor Authentication for Resco Cloud (on-prem)
Automatically Free Up Unused/Inactive Licenses (optional)
Enable Flexible Forms (optional)
Enable Mobile Auditing (optional)
Set the Fetch Limit (optional)
Set up the Sync Date Filters (optional)
Using Sync Dashboard (optional)
Enable the Automatic Timesheet Generation after Job Appointment Completion (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)
Set Up Organization Email in Resco Cloud (optional)
Enable the Tree View Folder Structure for Inspections (optional)
Updating the Available Views (Optional)
Resco's Summer and Autumn 2021 Release Updates
Import Questions from Images/PDF Documents (optional)
Inspection Validation During Appointment Validation Check (optional)
Set Up the MobileTech Inspection Manager (optional)
Filter Service Call Types (optional)
Edit Synchronization Prompt (optional)
Turn Off Appointment Creation (optional)
Turn Off Service Call Creation (optional)
Turn Off Technician Activity Creation from Calendar (optional)
Set Time In/Out to Display Rounded Time (Optional)
Add Support Email Address (optional)
Enable Service Call Creation for Inactive Customers and/or Inactive Locations
Enable Service Call Creation for Inactive Customers and Inactive Locations
Enable Service Call Creation for Inactive Customers
Enable Service Call Creation for Inactive Locations
Set Technician Passwords with Admin Console (optional)
Turn Off Ability to Delete Time-In (optional)
Enable/Disable Automatic New Form for Empty Lists (optional)
Edit Time Entry Minute Increment (optional)
Disable Time In/Out and Travel Coordinates Background Sync
Adding Purchase Orders' PO Lines to Home Screen (optional)
Setting up Information in Microsoft Dynamics GP
Setting Up XOi Deep Linking (optional)
Using MobileTech
Completing Administrative Tasks and Procedures
Access Resco Cloud Dashboard
Change a Resco Administrator Password
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
Process Additional Work Requests for a Technician
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Approving/Rejecting Timesheets
Process Contact Management
Process Drop Ship Purchase Order Receipts
Process Field Invoices and Payments
Troubleshooting
Callback Error
Database Upgrade '{org}' Version 38 to Version 39 Failed
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
MobileTech Help
Log into MobileTech
Refresh Your Mobile Device Data
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
Request Service History for a Location
Updating GPS Coordinates
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
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
Setting 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
Equipment
Create or Change an Equipment Record
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
Purchase Orders
Create a Purchase Order
Change or Delete a Purchase Order Line
Receive Items from a Drop-Ship Purchase Order
View a Service Management Purchase Order
Time Entry
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Time Entries for Unbilled Expenses
Save Time Entries and Generate the Employee Time Sheet Report
Adding Attachments to Time Entry
Submitting Time Entries for Manager Approval
Updating Rejected Time Entries
Common Icons
PDF Downloads
Equipment Management 18.03b05
Readme
Equipment Management Installation
Compatibility
Installation Notes
Issues Fixed
Installation and Upgrade
Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting
Equipment Management
Equipment Management Introduction
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents
Batch Naming Conventions
Equipment Manager Module
Signature Setup Checklists
Setting up the Equipment Manager Module
Labeling User-Defined Fields
Setting up Active User-Defined Fields
Setting up and Using Document Printing Enhancements
Setting up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity
Setting up and Using Document Management
Setting up Physically Stored Document Attachments
Using Document Management
Setting up Equipment
Setting up Models
Setting up Locations
Setting up Attributes
Setting up Manufacturers
Setting up Categories
Setting up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting up Conditions
Setting up Divisions
Setting up Branches
Setting up Units of Measure
Labeling Global Information Fields
Setting up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations
Setting Up and Using Equipment SmartLists
Equipment Hierarchy
Setting up the Hierarchy feature
Creating a Hierarchy
Using Hierarchy Functionality
Equipment Hierarchy Transactions
Equipment Management Reports
Using Equipment Manager
Equipment Manager Procedures
Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment
Customer Center
Setting up Customer Center
Viewing Data
Creating Transactions
Utility Procedures in EM
Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements
Viewing the Equipment Inquiry
Integration with Service Management
Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management
Profitability Analysis Module
Setting up the Profitability Analysis Module
Setting up equipment profitability
Creating analysis cost groups
Entering profitability budgets
Profitability Reports
Working with Profitability Setup Reports
Working with Profitability Analysis Reports
Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries
Purchasing Module
Setting up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window
Sales Module
Setting up the Sales Module
Using the Sales Module
Creating Sales Documents
Creating a Sales Batch
Finance Leasing
Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice
Sales Reports
Advanced Rental Module
Advanced Rental Module Setup
Setting up Rental Agreements
Setting up Rental Bookings
Rental Account Distributions
About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions
Setting up Roll Forward Invoicing
Setting up Customer and Address Additional Information
Customer Insurance Details
Customer Rental Information
Additional Address Information
Rental Bookings
Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window
Rental Agreements
Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines
Rental Invoices
Creating an Individual Invoice from the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry
Taking Equipment Off Rent
Completing an Agreement and Sending It to History
Renting Equipment to a Job
Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement
Vehicle Readings
Setting up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window
Transport Module
Viewing Transport Inquiries
Setting up the Transport Module
Creating Job Categories
Creating Trucks
Creating Job Divisions
Creating Transport Options
Using the Transport Module
Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices
Scheduled Maintenance Module
Setting up the Scheduled Maintenance Module
Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting up Tasks in Service Management
Using the Scheduled Maintenance Module
Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance
Scheduled Maintenance Reports
Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports
PDF Downloads
Signature 2020
Readme
Signature Installation
Compatibility
Incompatibility
Installation Notes
New Features
Issues Fixed
System Requirements
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements
Additional Module Requirements
Web Server (IIS)
Customer Portal
Job Cost Portal
Schedule
MobileTech
Support Information
Installation and Upgrade
Signature System Requirements
Installing Signature
Before Installation
Server and Client Installation
Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access
Client Only Installation
Upgrading Signature
Before Upgrading
Upgrading on a Server and Client
Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access
Upgrading on a Client Only
After Upgrading
Signature SSRS Report Setup
Product Registration Keys Installation
Technical Notes and Troubleshooting
Uninstalling Signature
Additional Information
Signature Help
Posting Flow Documents
MobileTech Setup Information in Microsoft Dynamics GP
MobileTech Information Processing
Approving/Rejecting Timesheets
Process Additional Work Requests for a Technician
Process Contact Management
Process Field Invoices and Payments
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Web Client Incompatibilities
Service Management
Service Management Introduction
Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management
Core Module Setup
Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields
Setting Up Lookup Window Data
Refrigerant Tracking Lookup Data
Setting Up Skill Levels
Setting Up Technician Shifts
Setting Up Technician Activity IDs
Setting Up Service Areas
Setting Up Branches
Setting Up Technicians
Setting Up Technician Teams
Setting Up Divisions
Copying Division Accounts
Setting Up Customer User-Defined Lookup Windows
Setting Up Location User-Defined Lookup Windows
Setting Up Postal Codes
Setting Up Contacts
Setting Up Problem Types
Setting Up Call Types
Setting Up Appointment Statuses
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Call Resolutions
Setting Up Resolution Note Snippets
Setting Up Manufacturers
Setting Up Installation Information
Setting Up Extended Warranty Types
Setting Up Equipment Types
Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management
Advanced Document Management Module
Service Invoicing Module Setup
Choosing Invoice Options
Setting up Travel Costs
Setting up Invoice Accounts
Setting up the Master Tax Schedule
How Taxes Are Calculated
Creating a Pricing Matrix
Regular Pricing Matrix
Extended Pricing Matrix
Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates
Maintenance Contract Module Setup
Choosing Maintenance Options
Setting up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting up Maintenance Lookup Windows
Setting up Contract Types
Writing Off a Trailing Purchase Price Variance
Setting up Scheduled Maintenance Tasks
Setting up Task Codes
Creating a New Task Code
About System, Major, Sub 1-4
Adding Subtasks and Materials to a Task
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Creating a Task List
Setting up Task List Hierarchy
Assigning Tasks and Task Lists
Setting up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup
Core Module Procedures
Using the Service Manager Window
Setting up Service Classes
Creating Customer Records
Using Contact Management
Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact
Creating Location Records
Creating Equipment Records
Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating Building Records
Working with Service Calls and Appointments
Creating Service Calls with One Appointment
Assigning Equipment to a Service Call
Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call
Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the cost audit report
Transferring costs and billing from a service call to a job
Editing accounts for a new service call type or division
Creating a Vendor Quotation Request
Reopening a Closed Service Call
Integration with Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Scheduling Non-Technician Resources
Reminder Notes in Service Management
Using Temporary Customers
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions
Working with Time Zones
Enabling the Time Zone Feature
Setting up Time Zones
Setting up User Profiles
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference
Editing Service GL Transaction Journal Entries
Service Invoicing Procedures
Creating Invoices
Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions from Service Management
Viewing Service Call Costs
Viewing Service Call Status Information
Restrictions for Field Invoices Created in MobileTech
Recording Payments Using the On Account Feature
Printing and Posting Invoices
Using Third-Party Billing
Creating Credit Memos
Using Microsoft Dynamics GP Purchase Order Processing with Service Management
Setting up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns with Service Calls
Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing
SOP Invoicing
Choosing SOP Invoicing Options
Using SOP Invoicing
Tracking Warranty Transactions Through SOP
Setting up Warranty Transactions Through SOP
Creating Warranty Transactions
Using the Change Primary Document Utility
Multicurrency Management Module
Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management with Service Credit Memos
Using Multicurrency Management with Maintenance Contracts
Maintenance Contract Procedures
Creating a Maintenance Contract
Working with Contract Revenue and Costs
Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue
Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract
Creating Maintenance Contract Invoices
Creating invoices for a closed period
Editing and adding individual billing notes
Third party contract invoice billing
Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Renewing Maintenance Contracts
Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Using Master Contracts
Setting up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts
Using Service Level Agreements
Printing Service Level Reports
Maintenance Contract Quote Module
Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List
Service Call Quote Module
Setting up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote
Utility Procedures
Technician Reassignment
Salesperson Reassignment
Moving Equipment Records
Moving Location Records
Mass Completing and Closing Service Calls
Moving Service Calls
Duplicating Equipment Records
Duplicating Location Records
Copy Task List
Moving or Copying Contract Information
Remove Notes
Checking Links
Update Time Zone Data
Job Cost
Job Cost Introduction
Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC
Job Cost Setup
Signature Job Cost Setup Checklists
Setting up the Core Job Cost System
Setting up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting up Document Numbers
Setting up Projects
Setting up Master Tax Schedules
Choosing Job Cost Setup Options
Setting up Job Types
Setting up Architects
Setting up Cost Codes for Job Cost
Setting up Accounts for Job Cost
Setting up Payroll for Job Cost
Setting up Overhead Detail Codes
Setting up Overhead Group Codes
Setting up Federal Classification Codes
Setting up Union Categories
Setting up Union Codes
Setting up Employee Codes
Setting up Rate Classes for Union Payroll
Over-Scale Pay Rate Support for Unions
Prevailing Wage and Fringe Rate Calculation
Labeling Job Cost User-Defined Fields
Setting up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (optional)
Using SmartList Objects for Signature Job Cost Products
Advanced Document Management Module for Job Cost
Job Estimates
Job Maintenance
Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job
Working with Job Revenue Performance Obligations
Creating Revenue Codes
Assigning Cost Codes to Revenue Codes
Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job from POC or RPO Calculation
Moving Costs and Billing to a Job from a Service Call
Loss Recognition
Creating a Job Record
Transactions
Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing in Job Cost
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost
Using Sales Order Processing
Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions using SOP
Tracking Warranty Part Transactions through SOP
Setting up Warranty Parts Processing through SOP
Creating a Warranty Transaction
Entering Payroll Transactions in Job Cost
Processing Payroll with Union Rate Classes (optional)
Entering Job Transactions
Entering Job Transactions by Labor Rate and Employee
Entering Job Invoices
Entering Transaction-Level Billing Information
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Scheduled Billing Information
Generating Invoices for Retention
Assigning GL Accounts on Jobs and Job Invoices
Entering Standard Billing Information
Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices
Job Status
Editing Revenue Performance Obligations
Viewing Job Status Information
Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (optional)
Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method
Working with Reminder Notes
Multicurrency Management Feature
Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices
Subcontractor Feature
Setting up the Subcontractor Feature
Using the Subcontractor Feature
Advanced Subcontractor Feature
Using the Advanced Subcontractor Feature
Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements
Adding Subcontractors to a Job Record
Setting up the Advanced Subcontractor Feature
Project Level Feature
Using the Project Status Window
Setting up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports
Billing Project Allocated Revenue and Cost Plus Billing Projects
Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects
Project Manager’s Advisor Feature
Setting up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports
Closing, History, and Maintenance
Closing Procedures
Closing a Job
What's New with Closing a Job
Legacy Job Close Window
Closing a Period or Month
Closing a Year
Viewing Job History
Utilities
WIP Reconciliation Tool
TimeTrack
TimeTrack Introduction
Buttons, Symbols, and Indicators
Setting Up TimeTrack
Viewing TimeTrack Application and User Activity Information
Setting up Signature Registered Users
Choosing Setup Options
Setting up Shift Codes for Shift Premiums
Setting up Fixed Assets
Entering Time Card Batches
Setting up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)
Using TimeTrack
About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions from Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature
Exporting TimeTrack Data to a Third-Party Payroll Module
Correcting Commit Errors and Re-Creating the Export File
Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility
Manager Approval of Time Card Transactions
Using the Manager Approval Feature
Setting up the Manager Approval Feature
Document Attachments for TimeTrack
Setting up the Document Attachments Feature
Using the Document Attachments Feature
Reports
SSRS reports
Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference
Service Management SSRS Reports
Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Job Safety Audit (2013)
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quotes
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking report
Resource Schedule
Sales Tax - Material Purchases
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS reports
Job Cost SSRS Reports
Application for Payment
AR Retention Trial Balance
Closed Jobs
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Cost Transactions Not in GL
Job Invoice
Job Lien Waiver
Job Percentage of Completion
Job Plan
Job Profit and Loss
Job Profit and Loss Key Performance Indicator
Job RPO Profit and Loss
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Payables Aged Trial Balance
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Union Report
WIP Reports in Job Cost
Job WIP Reconciliation
TimeTrack SSRS reports
Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet
Equipment Management SSRS reports
Equipment Attributes
Equipment Profit and Loss Key Performance Indicator
Equipment Profit and Loss
Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details
Inspection
Rental Agreement, Booking, and Invoice Reports
Rental Agreement
Rental Agreement Standdown Lines (Subreport)
Rental Line Agreement
Rental Booking
Rental Invoice
Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)
Rental Line Invoice
Rental Utilization
Scheduled Maintenance Forecast
Shared SSRS reports
Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability
SSRS Report templates
Configuring a Report
Signature Report Templates
Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot
Charts and Key Performance Indicators (KPIs)
Dexterity Reports
Configuring System Reports
WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table
Job Cost Dexterity Reports
Estimate Worksheet
Printable Notes
Job Reports
Payables Aged Trial Balance (JC)
Estimate Cost Variance
Job Analysis Report
Audit Billing
Audit Costs
Audit Cash Receipts
Audit Cost Variance
Backlog
Change Order Summary
Committed Costs
Costs by Period
Current Contract
Current Year - Contracts Closed
Current Year - Contracts in Progress
Detail Codes List
Estimate Analysis
Job Posted Cost
Projected Variance
Job Reference
Profit and Loss by Period
Job Schedule
Job Status Report
Job Summary
Profit and Loss
Quantity Variance
WIP
Backlog by Period
Job Cost Edit Lists
Billing Reports
Sorted Reports
Division Reports
Project Manager Reports
Project Number Reports
Labor Reports
Setup Reports
History Reports
Subcontractor Reports
Service Management Dexterity Reports
General Reports
Printable Notes report
Contact ID Report
Customer Locations Report
Customer Report
Equipment at Location
Invalid Labor Rate Groups
Lookup Reports
Service Reports
Technician Reports
Commission Report
Contract Escalation Build Report
Completed Calls Report
Customer Reports
Unassigned Appointments Report
Assigned Appointments Report
Escalation Committed Report
Service at Location Report
Escalation Notification Report
Guaranteed Service Call Report
Open Service Calls with Costs Report
Profitability Report
Service Calls by Salesperson Report
Unbilled Costs Report
Unposted Costs Report
WIP Dexterity Reports
Service Call Log
Maintenance Reports
Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Master Contract Reports
Monthly Labor Plan Report
Technician Load Summary Report
Workorder Register Report
Overdue PM Report
Using SmartList Objects
Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference
Alternate Windows and Reports Manager
Alternate Window and Report Manager Overview
Installing AWARM
Setting up AWARM
Using AWARM
Signature Utilities
Signature Utilities Introduction
Signature Utilities Setup
Launching Signature Utilities
Setting up Signature Utilities
Signature Import Utility
Preparing to Import Files
Creating the Import File
Update to Change Order Rules
Using the Import Utility
Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility
File Maintenance Utilities
Job Cost File Maintenance Utilities
Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility
Service Management File Maintenance Utilities
Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Archive Data Utility
Task Update Utility
Signature File Maintenance Utilities
SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility
Field Definitions
Warehouse File Names
Service Management Field Definitions
Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File
Job Cost Field Definitions
Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File
SmartConnect Integration Manager
Installing Integration Manager
Signature Nodes Reference
Signature Integration Technical Reference
wsiWSTransactionHeaderCreate
wsiWSTransactionalHeaderAndLine
wsiWSTransactionLineCreate
wsiJCChangeOrdersDetailMSTR
k2aJobAppointmentNote
k2aMobileContactWork
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiSMSContractQuote
wsiSMSContract
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSEquipmentContract
wsiSMSEquipment
wsiSMSInvoice
wsiSMSJobCostsWork
wsiSMSJobCostsHistory
wsiSMSLocation
wsiSMSQuoteTask
wsiSMSServiceTasksMaster
wsiSMSTechnician
wsiSMSTaskCodes
wsiSMSQuote
wsiSMSServiceCall
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiJobCostInvoiceOPEN
SMS_Build_Customer_Quicksearch
wsiSMSContractTask
PDF User Guides
ESMS
ESMS Releases
ESMS 1.0.1
ESMS 1.1.0
ESMS 1.2.0
ESMS User Guide
ESMS Overview
Field mapping information
Sign up
Forgot password
Logging in
Accepting a Company invitation
Account
Viewing your Account overview profile
Setting the default Company
Updating your password
Accessing applications
Logging out
Admin
Working with Companies
Working with User Roles
Working with Users
Working with Integrations
Setting up a Connect integration
Setting up a Signature Integration
Setting up a ServiceChannel Integration
Home
Working with Clients
Working with Sites
Working with Equipment
MobileTech 8.0
Release Notes
MobileTech 8.0 Readme
MobileTech 8.0 Service Pack 1 Readme
MobileTech 8.0 Service Pack 2 Readme
MobileTech 8.0 Installation & Administration Guide
Introduction
Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources
Control Definitions
Common Offline HTML File Layout
PO Receipt Changes
Call History Changes
Task Changes
Installing or Upgrading MobileTech
Install MobileTech Server
Upgrade MobileTech Server
Install the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Field Quoting Integration (optional)
Setting up MobileTech
Set up Distributed Transaction Coordinator (DTC)
Set up Password Complexity and Lockout Policy
Increase the Maximum Size of the MobileTech Event Log (optional)
Set up MobileTech Administration
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
Report Settings
Mobile Device Global 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
Signature Settings
XOi Integration
Set up Additional Options
Set up attachment extensions
Set up customer options for field invoicing and field payments
Set up report and email options
Optional: Add call, appointment, and location 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
Import the MobileTech Woodford Project
Set up Woodford
Enable Flexible Forms
Enable Mobile Auditing
Set the Fetch Limit
Set up the Sync Date filters
Enter the Google Maps API key
Enabling Sync Dashboard
Enabling the Automatic Timesheet Generation after Job Appointment Completion
Set up MobileTech on a Client Device
MobileTech Client Setup on a Mobile Device
Setting up Host Syncing
First Time Logging into Mobile CRM
Set up Information in Microsoft Dynamics GP
XOi Deep Linking Setup
Using MobileTech
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
Completing Administrative Tasks and Procedures
Access Resco Cloud Dashboard
Change a Resco Administrator Password
Monitor Processes and Tasks by Using Integration Monitor
Refresh Specific Lookups
Using Report Maintenance
View User Device Information and Sync Activity
Sync Error Troubleshooting
MobileTech Help
Log into MobileTech
Refresh Your Mobile Device Data
Common Icons
Searches, Filters, and Sorting Options
Synchronization
Resolving Sync Issues
Emailing the Log Files
Clearing the Error Log Files
MobileTech Setup for Mobile Devices
Customers and Locations
Request Service History for a Location
Updating GPS Coordinates
Service Calls
Create or Edit a Service Call
Enter Additional Work for a Service Call
Complete Tasks for a Service Call
View Task Materials
Create Inventory Transactions for Task Materials
Work with Service Call, Equipment, and Task Attachments
Appointments
Create or Change an Appointment
Complete an Appointment
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
Adding an XOi Attachment
Time In and Out of Appointments
Enter Work Crew Activity
Enter Time for Technician Activities
Enter an Appointment Resolution
Complete the Summary Tab
Complete a Job Safety Audit
Create or Edit Location Contacts
Create a Note
Setting 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
Edit Job Appointments
Enter and Edit Change Orders for Jobs
Complete a Job Appointment
Complete the Summary Tab for a Job Appointment
Equipment
Create or Change an Equipment Record
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
Purchase Orders
Create a Purchase Order
Change or Delete a Purchase Order Line
Receive Items from a Drop-Ship Purchase Order
View a Service Management Purchase Order
Time Entry
Updating Rejected Time Entries
Submitting Time Entries for Manager Approval
Save Time Entries and Generate the Employee Time Sheet Report
Create Timesheet Entries for Unbilled Expenses
Create Time Entries for Unbilled Travel
Create Time Entries for Unbilled Labor
PDF Downloads
Signature Agent 2025
Release Notes
November 2025
Installation and Administration Guide
Requirements and Compatibility
Installing Signature Agent Configuration
Upgrading Signature Agent Configuration
Completing Signature Agent Configuration
Working With Event Trigger Notifications
Working With Event Triggers
Mappable Fields and Labels
Setting Up Technicians in Schedule
Modifying the Event Trigger Action Properties
Enabling Additional Triggers in Microsoft SQL Server Management Studio
Restoring Default Triggers
Working With Advanced Communications
Viewing and Editing Advanced Comm Triggers
Sample Advanced Communication Email Notifications
Sending Email Requests To Create a Service Call
Flow Examples
Accessing the Signature Status Page
Uninstalling Signature Agent Configuration
PDF Downloads
MobileTech 7.5
MobileTech 7.5, Service Pack 1, and Service Pack 2 Readme
MobileTech 7.5 Installation & Administration Guide
Introduction
Compatible Operating Systems
Prerequisite Applications
Other System Requirements
Other Resources
Installing or Upgrading MobileTech
Install MobileTech Server
Upgrade MobileTech Server
Install the MobileTech Client
Install eTimeTrack Web Service
Install the Quadra Field Quoting Integration (optional)
Enable the Legacy SEE Integration with MobileTech 7.5 (optional)
Setting up MobileTech
Set up Distributed Transaction Coordinator (DTC)
Set up Password Complexity and Lockout Policy
Optional: Increase the Maximum Size of the MobileTech Event Log
Set up MobileTech Administration
Create a cleanup job for the middle-tier database
Set up MobileTech Options
MobileTech Global Settings
MobileTech Company-Specific Settings
Report Settings
Mobile Device Global 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
Signature Settings
2SEE Settings
Set up Additional Options
Set up attachment extensions
Set up customer options for field invoicing and field payments
Set up report and email options
Optional: Add call, appointment, and location 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
Set up additional companies
Import the MobileTech Woodford Project
Set up Woodford
Enable Flexible Forms
Enable Mobile Auditing
Set the Fetch Limit
Set up the Sync Date filters
Enter the Google Maps API key
Enabling Sync Dashboard
Set up MobileTech on a Client Device
Setting up Host Syncing
MobileTech Client Setup on a Mobile Device
Set up Information in Microsoft Dynamics GP
Using MobileTech
Information Processing in Microsoft Dynamics GP
Process Field Invoices and Payments
Process Additional Work Requests for a Technician
Process Purchase Orders in Service Management and Purchasing
Process Inventory and Non-Inventory Item Transactions
Approving/Rejecting Timesheets
Process Contact Management
Completing Administrative Tasks and Procedures
Refresh Specific Lookups
Change a Resco Administrator Password
Using Report Maintenance
View User Device Information and Sync Activity
Monitor Processes and Tasks by Using Integration Monitor
MobileTech Help
Log into MobileTech
Refresh your mobile device data
Common icons
Searches, filters, and sorting options
Synchronization
Resolving sync issues
Clearing the error log
MobileTech setup for mobile devices
Customers and locations
Request service history for a location
Updating GPS coordinates
Service calls
Create or edit a service call
Enter additional work for a service call
Complete tasks for a service call
View task materials
Create inventory transactions for task materials
Working with service call, equipment, and task attachments
Appointments
Create or change an appointment
Complete an appointment
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
Adding an XOi attachment
Time in and out of appointments
Enter work crew activity
Enter time for technician appointments and events
Enter an appointment resolution
Complete the Summary tab
Complete a job safety audit
Creating or editing location contacts
Create a note
Field invoices and customer payments
Before you generate a field invoice
Collecting signatures
Generate a field invoice for an appointment
Collect payments from customers
Job appointments
Edit job appointments
Enter and edit change orders for jobs
Complete a job appointment
Complete the Summary tab for a job appointment
Equipment
Create or change an equipment record
Assign equipment to a service call
Request service history for equipment
Scan barcodes
Enter a meter reading
Create or edit a refrigerant tracking record
Purchase orders
Create a purchase order
Change or delete a purchase order line
Receive items from a drop-ship purchase order
View a Service Management purchase order
Time Entry
PDF Downloads
MobileTech 2024
What's New
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
November 2024 Readme
October 2024 Readme
MobileTech Installation
Compatibility
Incompatibility
Installation Notes
Bug Fixes
New Features
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
Job 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 Order 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)
Enable Multi-Factor Authentication
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)
Use the Sync Dashboard (Optional)
Enable Replacement Parts Tab for All Calls (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 Assign 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)
Limit Inspections to Technician Teams and/or Branches
Set Up Email Options for an Inspection Report
Enable Job Safety Analysis
Import Templates to Resco Inspections
Woodford Roles Overview
Enable the Tree View Folder Structure for Inspections
Update the Available Views
Import Questions From Images/PDF Documents
Inspection Validation During Appointment Validation Check
Add 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
Process Additional Work Requests for a Technician
Approve/Reject Timesheets
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
Certificate Authority is Invalid or Incorrect
Database Upgrade '{org}' Version 38 to Version 39 Failed
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
MobileTech with Inspections Validate Failed Error
Resco Cloud Not Responding After New Installation on Clean OS
Unable to Load Service Call Details Error
User 'xxx@xxx.com' is missing 'Read' privilege for 'mobileproject_role' entity on organization 'XXXX'
"User doesn't have permissions" Error Message When Syncing
Resco's New Login Experience
MobileTech Help
Log into MobileTech
Refresh Your Mobile Device Data
Icons and Indicators
Searches, Filters, and Sorting Options
Working With Notes
Working With Attachments
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
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
Add 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
Set an Unsafe Work Environment Status
Field Invoices and Customer Payments
Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collect the Signature for the Field Invoice Report
Collect Payments From Customers
Jobs and Job Appointments
Work With an Existing Job Appointment
Complete a Job Appointment
Edit a Job Appointment
Enter and Edit Change Orders for Jobs
Complete the Summary Tab for a Job Appointment
Create 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
Time Entry
Create Time Entries for Unbilled Expenses
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Time Entry for Job Labor w/o Appointment
Save Time Entries and Generate the Employee Time Sheet Report
Submit Time Entries for Manager Approval
Update Rejected Time Entries
PDF Downloads
MobileTech 2019 (7.0)
Release Notes
Readme
Service Pack 1 Readme
Installation & Administration Guide
Introduction
Compatible operating systems
Prerequisite applications
Other system requirements
Other resources
Installing and Upgrading MobileTech
Install MobileTech Sync Server
Install MobileTech Integration Sync
Set up Distributed Transaction Coordinator (DTC)
Install MobileTech Administration
Install eTimeTrack Web Service
Install MobileTech Client
Install Resco Woodford
Upgrade MobileTech
Setting up MobileTech
Set up password complexity and lockout policy
Set up MobileTech Administration
Create a cleanup job for the middle-tier database
Set up MobileTech Options
Set up Additional Options
Set up TimeTrack batch options
Set up report and email options
Optional: Add call, appointment, and location information to email subject lines and attachment names
Set up file extension options for attachments
Optional: Specify which report attachments sync to devices
Set up customer options for field invoicing and field payments
Load data
Set up additional companies
Optional: Increase the maximum size of the MobileTech event log
Set up new users
Add a MobileTech user
Import multiple MobileTech users
User Role Maintenance
Verify attachment setup
Use Woodford to modifying entities
Enable Flexible Forms
Enable Mobile Auditing
Setting the Fetch Limit
Set up MobileTech on a client device
Setting up host syncing
MobileTech Client Setup on a Mobile Device
Set up information in Microsoft Dynamics GP
Set up TimeTrack to maintain history
Set up TimeTrack for unbilled transactions
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
Set up and use work crews for appointments
Set up work crews
Assign employees to work crews
Set up job safety audit (JSA) information
Create an unsafe work environment indicator
Create the JSA task list type
Create task codes for JSA tasks
Set up responses for JSA tasks
Create JSA task lists and add task codes
Naming conventions for JSA task list IDs and task codes
Set up sublocations for barcoding
To set up sublocations for barcoding
Using MobileTech
Information processing in Microsoft Dynamics GP
Process inventory and non-inventory item transactions
Process purchase orders in Service Management and Purchasing
Process additional work requests for a technician
Process field invoices and payments
Process contact management
Completing administrative tasks and procedures
Refresh specific lookups
Monitor processes and tasks by using Integration Monitor
View user device information and sync activity
Using Report Maintenance
Change a Resco administrator password
MobileTech Help
Log into MobileTech
Refresh your mobile device data
Common icons
Searches, filters, and sorting options
Synchronization
Resolving sync issues
Clearing the error log
MobileTech setup for mobile devices
Customers and locations
Request service history for a location
Updating GPS coordinates
Service calls
Create or edit a service call
Enter additional work for a service call
Complete tasks for a service call
View task materials
Create inventory transactions for task materials
Working with service call and task attachments
Appointments
Create or change an appointment
Complete an appointment
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
Adding an XOi attachment
Time in and out of appointments
Enter work crew activity
Enter time for technician appointments and events
Enter an appointment resolution
Complete the Summary tab
Complete a job safety audit
Creating or editing location contacts
Create a note
Field invoices and customer payments
Before you generate a field invoice
Collecting signatures
Generate a field invoice for an appointment
Collect payments from customers
Job appointments
Edit job appointments
Enter and edit change orders for jobs
Complete a job appointment
Complete the Summary tab for a job appointment
Equipment
Create or change an equipment record
Assign equipment to a service call
Request service history for equipment
Scan barcodes
Enter a meter reading
Create or edit a refrigerant tracking record
Purchase orders
Create a purchase order
Change or delete a purchase order line
Receive items from a drop-ship purchase order
View a Service Management purchase order
Timesheets
PDF Downloads
Connect 2018
Connect 2018 Releases
Release Notes 8.01.59
Release Notes 8.01.50
Release Notes 8.01.47
Connect User Guide
Overview
Control System Compatibility
Connect Setup
Working with Roles
Creating an Agent
Licensing the MiniAgent
Simple Connect MiniAgent Deployment
Assigning a Static IP Address to MiniAgent
Obtaining IP information from BAS Network
Working with Users
Scanning BAS Networks
Scanning a BACnet Network
Scanning a Niagara Network
Scanning a Trane Tracer Summit Network
Configuring a Trane Tracer SC Gateway
Configuring a Johnson Controls Gateway
Configuring a Siemens Insight Gateway
Configuring an Agent for Trending
Working with Profiles
Creating the Profile Name
Scanning a Device for Objects
Creating a Point Conversion
Verifying a Value is Correctly Converted
Setting the Trend Interval
Mapping Device Classes and Features
Point Mapping Troubleshooting
Working with Watchdogs
Setting Up a New Watchdog
Editing a Watchdog
Viewing the Watchdog Dashboard
Viewing Events and Scores
Working with Reports
Standard Reports
Created With Templates
Created Manually
External Objects
Event Chart Objects
Scorecard Reports
Scorecard Report from Watchdog
Inspection Reports
Pass/Fail Reports
Watchdog Reports
Campuses, Sites, and Areas
Dynamic Explorer
Energy Monitors
Remote Tunneling
Example Workflow
Connect Remote Connectivity
Obtaining Your API Key
Training Downloads
Connect SaaS Security and Compliance
Map2BOB 1.1
Map2BOB Overview
Prerequisites and Compatibility
Installing Map2BOB
Setting up Map2BOB
Mapping Locations and Sites
Mapping to an Existing BOB Site
Creating a BOB Site
Tracking a Site
Unlinking a BOB Site
Mapping Customers and Clients
Mapping to an Existing BOB Client
Creating a BOB Client
Unlinking Customers and Clients
Mapping Contacts
Mapping to an Existing BOB Site Contact
Creating a BOB Site Contact
Unlinking BOB Site Contacts
Mapping Equipment
Mapping Existing BOB Equipment
Creating BOB Equipment
Unlinking BOB Equipment
Uninstalling Map2BOB
Release Notes
Equipment Management 18.04b06
Readme
Installation
Compatibility
Installation Notes
Issues Fixed
Installation and Upgrade
Installing Equipment Management
Upgrading Equipment Management
Signature Equipment SSRS Reports Setup
Installing Product Registration Keys
Technical Notes and Troubleshooting
Equipment Management
Introduction
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Posting Flow Documents
Batch Naming Conventions
Equipment Manager
Signature Setup Checklists
Setting up Equipment Manager
Labeling User-Defined Fields
Setting up Active User-Defined Fields
Setting up and Using Document Printing Enhancements
Setting up Tabs
User Branch Filtering
Using SmartList Objects
Viewing Application Information
Viewing User Activity
Setting up and Using Document Management
Setting up Physically Stored Document Attachments
Using Document Management
Setting up Equipment
Setting up Models
Setting up Locations
Setting up Attributes
Setting up Manufacturers
Setting up Categories
Setting up Types
Adding User-Defined Data
Creating Status Codes
Assigning Status Codes to Events
Setting up Conditions
Setting up Divisions
Setting up Branches
Setting up Units of Measure
Labeling Global Information Fields
Setting up Equipment Numbering Types
Linking an Equipment Record to a Serialized Inventory Item
Synchronizing Equipment Locations
Setting Up and Using Equipment SmartLists
Equipment Hierarchy
Setting up the Hierarchy feature
Creating a Hierarchy
Using Hierarchy Functionality
Equipment Hierarchy Transactions
Equipment Management Reports
Using Equipment Manager
Equipment Manager Procedures
Entering Operating Log Readings
Inactivating Equipment
Transferring Attachments and Subattachments
Transferring Equipment
Customer Center
Setting up Customer Center
Viewing Data
Creating Transactions
Utility Procedures in EM
Performing SQL Maintenance
Verifying Tables
Creating an Equipment Record
Changing Equipment IDs
Removing Profitability Codes
Reconciling the System
Reconciling Operating Logs
Reconciling Summary Profitability Transactions
Archiving Rental Agreements
Viewing the Equipment Inquiry
Integration with Service Management
Updating the EM Record When Equipment is Moved in SM
Linking Service Information to an EM Equipment Record
Moving Service Equipment
Moving Service Locations
Creating Records Through New Equipment Entry
Creating Records Through Equipment Manager
Creating Records through Sales Order Processing
Creating Records Through a Purchase Order
Updating Equipment Records
Deleting an Equipment Record in Service Management
Profitability Analysis
Setting up the Profitability Analysis Module
Setting up Equipment Profitability
Creating Analysis Cost Groups
Entering Profitability Budgets
Profitability Reports
Working with Profitability Setup Reports
Working with Profitability Analysis Reports
Tracking Profitability on Bank Transactions
Tracking Profitability on General Ledger Transactions
Tracking Profitability on Inventory Transactions
Viewing Profitability Inquiries
Purchasing
Setting up the Purchasing Module
Creating Purchase Orders
Receiving Equipment
Viewing the Purchase Order Costing Inquiry Window
Sales
Setting up the Sales Module
Using the Sales Module
Creating Sales Documents
Creating a Sales Batch
Finance Leasing
Finance Lease Setup
Generating General Journal Entries
Creating a Lease Schedule
Creating a Lease Invoice
Editing a Lease Schedule
Canceling a Lease Payment Schedule
Printing a Final Invoice
Sales Reports
Advanced Rental
Advanced Rental Module Setup
Setting up Rental Agreements
Setting up Rental Bookings
Rental Account Distributions
About Rental Account Distributions
About Rental Account Allocation
About Rental Distribution Percentages
About Account Masking
Setting up Account Distributions
Editing Rental Account Distributions
Viewing Rental Account Distributions
Setting up Roll Forward Invoicing
Setting up Customer and Address Additional Information
Customer Insurance Details
Customer Rental Information
Additional Address Information
Rental Bookings
Creating Rental Bookings
Determining Price Levels
Creating a Booking or Agreement from Inquiry
Transferring a Full or Partial Booking to an Agreement
Viewing the Rental Booking Inquiry Window
Rental Agreements
Working with Operating Leases
Creating a Rental Agreement
Checking Rental Availability
Working with Holiday Standdowns
Entering Additional Details
About Line Linking
Transferring Rental Agreement Lines
Rental Invoices
Creating an Individual Invoice from the Agreement
Creating a Batch of Invoices Using the Rental Billing Invoice Routine
Grouping Invoices Using the Rental Invoicing Routine
Voiding or Deleting a Rental Invoice
Roll Forward Invoicing
Rental Invoice Inquiry
Taking Equipment Off Rent
Completing an Agreement and Sending It to History
Renting Equipment to a Job
Setup Procedures
Creating a “Rent to Job” Rental Agreement
Invoicing a "Rent to Job" Agreement
Rent to Job Bookings
Transferring a "Rent to Job" Booking to an Agreement
Vehicle Readings
Setting up Vehicle Readings
Recording Vehicle Readings
Completing the Vehicle Readings Entry Window
Task-Based Vehicle Readings
Vehicle Reading Processing
Viewing the Vehicle Reading Inquiry Window
Transport
Setting up the Transport Module
Creating Job Categories
Creating Job Divisions
Creating Transport Options
Creating Trucks
Using the Transport Module
Creating Transport Requests
Using the Transport Scheduler
Recording Dispatch and Delivery Times
Creating Transport Invoices
Viewing Transport Inquiries
Scheduled Maintenance
Setting up Scheduled Maintenance
Creating Task Groups
Creating Maintenance Types
Creating Maintenance Classes
Setting up Tasks in Service Management
Using the Scheduled Maintenance Module
Creating Scheduled Maintenance Records
Performing Scheduled Maintenance
Processing Scheduled Maintenance
Scheduled Maintenance Forecasting
About Average Usage
Viewing the Scheduled Maintenance Inquiry
Viewing the Scheduled Maintenance Forecast Due Date
Finding Equipment Due for Maintenance
Scheduled Maintenance Reports
Working with Schedule Maintenance Setup Reports
Working with Scheduled Maintenance Reports
PDF Downloads
MobileTech 2025
What's New - September 2025
Release Notes
Readme - September 2025
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
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
Menu Navigation Overview
Installing or Upgrading MobileTech
Install MobileTech Server
Upgrade MobileTech Server
Install or Upgrade the MobileTech Client
Import the MobileTech Woodford Project
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)
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
Job 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
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 Order 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)
Enable Multi-Factor Authentication
Set Technician Passwords With Admin Console (Optional)
Set the Fetch Limit (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)
Use the Sync Dashboard (Optional)
Enable Replacement Parts Tab for All Calls (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 Assign 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)
Import Questions From Images/PDF Documents (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)
Update the Available Views (Optional)
Inspection Validation During Appointment Validation Check (Optional)
Add Your Logo to an Inspection Report
Set Up the MobileTech Inspection Manager (Optional)
Completing Administrative Tasks and Procedures
Access Resco Cloud Dashboard
Manage MobileTech Integration User
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
Approve/Reject 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
Certificate Authority is Invalid or Incorrect
Database Upgrade '{org}' Version 38 to Version 39 Failed
Labor Sync Errors
License Errors
Microsoft Distributed Transaction Coordinator Fails
MobileTech with Inspections Validate Failed Error
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
Windows SmartScreen is blocking the installation.
MobileTech Help
Log into MobileTech
Refresh Your Mobile Device Data
Icons and Indicators
Searches, Filters, and Sorting Options
Notes
Attachments
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
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
Add 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
Create or Edit Location Contacts
Set an Unsafe Work Environment Status
Complete a Job Safety Analysis
Field Invoices and Customer Payments
Before You Generate a Field Invoice
Generate a Field Invoice for an Appointment
Collect the Signature for the Field Invoice Report
Collect Payments From Customers
Jobs and Job Appointments
Work With an Existing Job Appointment
Complete a Job Appointment
Edit a Job Appointment
Enter and Edit Change Orders for Jobs
Complete the Summary Tab for a Job Appointment
Create 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
Time Entry
Create Time Entries for Unbilled Expenses
Create Time Entries for Unbilled Labor
Create Time Entries for Unbilled Travel
Create Time Entry for Job Labor w/o Appointment
Save Time Entries and Generate the Employee Time Sheet Report
Submit Time Entries for Manager Approval
Update Rejected Time Entries
PDF Downloads
MobileTech 6.0
Release Notes
Installation & Administration Guide
MobileTech Help
Log into MobileTech
Refresh your mobile device data
Common icons
Searches, filters, and sorting options
Synchronization
Syncing with the host system
Resolving sync issues
Clearing the error log
MobileTech setup on a mobile device
Setting up technician preferences on a mobile device
Setting up default pay codes
Customers and locations
Working with customers
Working with locations
Updating GPS coordinates
Request service history for a location
Create a note
Service Calls
Working with service calls
Create or change a service call
Enter additional work for a service call
Complete tasks for a service call
View task materials
Create inventory transactions for task materials
Working with service calls and task attachments
Create a note for service calls
Appointments
Working with appointments
Create or change an appointment
Complete an appointment
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
Adding an XOi attachment before completing an appointment
Time in and out of appointments
Enter work crew activity
Enter time for technician appointments and events
Enter an appointment resolution
Complete the Signatures tab
Complete the Summary tab
Complete a job safety audit
Create a note for appointments
Field invoices and customer payments
Before you generate a field invoice
Generate a field invoice for an appointment
Collect payments from customers
Job Appointments
Edit job appointments
Enter and edit change orders for jobs
Complete a job appointment
Complete the Summary tab for a job appointment
Equipment
Create or change an equipment record
Assign equipment to a service call
Request service history for equipment
Scan barcodes to update and locate equipment and inventory information
Enter a meter reading
Create or edit a refrigerant tracking record
Create a note for equipment
Purchase Orders
Create a purchase order
Change or delete a purchase order line
Receive items from a drop-ship purchase order
View a Service Management purchase order
Timesheets
Create timesheet entries
Save timesheet entries and generate the Employee Time Sheet Report
PDF Downloads
Schedule 4.7
Release Notes
Readme
Requirements and Compatibility
Upgrading and Installing Schedule
New Features
Issues Fixed
Service Pack 1 Readme
Installation and Upgrade
System Requirements and Compatibility
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule
User Guide
Schedule Overview
Viewing the Schedule Board
Appointments and Appointment Types
Context-sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule
Setting up Schedule
Administration Setup
Setting up Users
Working with Roles
Setting Up Resource Options
Processing Requests
Setting up XOi Integration
General Setup
Setting up Company Options
Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call & Appointment Form Fields
Setting up Global Options
Map View Setup
Setting Up Mapping Options
Geocoding Service Locations and Technician Locations
Setting up Geocoding for Service Locations
Setting up Geocoding for Technician Starting Locations
Setting Up Vehicles
Report Setup
Email Notification Setup
Schedule Configuration
Schedule Metadata
Grid Configuration
Adding a Column to a Grid
Grid Column Formatting
Column Filtering
User-Defined Field Configuration
Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Appointment Label and Tooltip Configuration
Adding Appointment Description to Mouse-Over Tooltip
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description with a Label
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View
Example: endPoint List
Example: Appointment Property List
Example: Additional User-Defined Fields
Example: Modified schedulerControl.js
Building Optimization Broker Settings
Using the Schedule Board
Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies
Working with Appointments and Service Calls
Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Viewing/Editing Job Appointment Details
Viewing/Editing Service Appointment Details
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker
Working with Related Appointments and/or Resource Activities
Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments
Processing Service Requests from Building Optimization Broker
Working with Resources
Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities
Viewing Reports
Working with Notes and Attachments
Working with the Job Panel
Printing the Job Schedule by Cost Code report
Using the Customer Hub
Viewing the Customer Tab
Viewing the Location Tab
Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Viewing the Equipment Tab
Working with the Contacts Tab
Viewing the Contracts Tab
Viewing the Jobs Tab
Creating a New Customer
Creating a New Service Call
Creating a New Location
Using the Map View
Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations
Troubleshooting
Appointment Start Date Field is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule Board isn't Updating
Resource Has an Invalid Current Location
PDF Downloads
Job Cost Portal
Introduction
Installing Job Cost Portal
Before you install Job Cost Portal
Install the Signature Portal Web Service
Install the Job Cost Portal website application
Install the Signature Portal Security application
Verify the application pool settings
Setting up Security for Portal Users
Signature Portal Security overview
Before You Set up Security
Open Signature Portal Security
Navigate Signature Portal Security
Set up Users and Permissions
Setting up Display Preferences
Load a Predefined Visual Template
Save Changes to a Template
Manually Choose Visual Settings
Setting up Optional Preferences
Create an Exception List
Create a Link to the Signature Portal Site
Change the Microsoft Dynamics GP Company
Add a Microsoft Dynamics GP Company
Keep a Log of Sign-in Attempts
Using Job Cost Portal Pages
Optimize the Page Column Display
Use the Home Page
Use the Project Pages
Use the Job Pages
Use the Cost Code Pages
Use the Change Order Pages
Use the Forecast Revision Pages
Use the Invoice List and Note List Pages
Use the Attachment List Page
Schedule 2.0
Schedule Readme and Installation Guide 2.18
New Features & Fixes
Compatibility
System Requirements
Install Schedule Prerequisite Files
Install the Schedule Web Service and Application
Log into Schedule
Upgrading Schedule
Uninstalling Schedule
Schedule User Guide
Overview
Viewing the schedule board
Appointments and appointment types
Context-sensitive menus
Icons and buttons
Setting up Schedule
Administration setup
Processing requests
Setting up users
Working with roles
General setup
Setting up global options
Setting up company options
Map View setup
Setting up mapping options
Setting up resource options
Setting up vehicles
Report setup
Email notification setup
Setting up the ServiceChannel integration
Using the Schedule Board
Filtering and sorting in Schedule
Real-time changes to the schedule board
Refresh the schedule board
Double-booking and appointment conflicts
Change the schedule board view
Changing companies
Working with appointments and service calls
Editing appointments and service calls
Create additional appointments
Completing appointments
Unscheduled or unassigned appointments
Using the appointment wizard
Notifying customers via email
Working with resources
View resource details
Unschedule or unassign resources
Identify over-allocated resources
Create a resource activity
View or change resource activities
Viewing reports
Working with notes and attachments
Using the Customer Hub
Working with customers
Working with locations
Working with service calls
Working with Service Requests
Accessing the Service Requests tab
Accepting or rejecting a service request
Mapping customer information
Creating a new customer and/or new location
Working with NTE service requests
Creating a service call
Viewing/editing a service call
Receiving Dispatcher email notifications
Using the Map View
Viewing appointments on map
Viewing appointment details
Viewing and optimizing routes
View unscheduled/unassigned appointments on map
Troubleshooting
Not seeing added column in grid
Resource has an invalid current location
Schedule board isn't updating
System seems slow
MobileTech Service
What's New in MobileTech Service
Release Notes
Installation & Administration Guide
Introduction
Other Resources
Minimum Requirements
Enter the Google Maps API Key
Install or Update the Resco Suite Solution
Troubleshooting
TDS Protocol Endpoint is Disabled for this Organization
MobileTech Help
General Information
MobileTech Setup for Mobile Devices
Refresh Your Mobile Device Data
Log into MobileTech
Icons and Indicators
Syncing
Resolve Sync Issues
Email Log Files
Clearing the Error Log Files
Searches, Filters, and Sorting Options
OCR To Capture Text Data
Timeline: Notes & Attachments
Appointments
Edit an Appointment
Travel Time In and Out
Entering Mileage
Appointment Time In and Out
Enter an Inventory Transaction
Enter an Appointment Resolution
Create a Follow-Up Appointment or New Service Call
Complete an Appointment
Status Change Options
Contacts
Customers and Locations
Equipment
Create or Edit an Equipment Record
Assign Equipment to a Service Call
View Service History for Equipment
Purchase Orders
Time Entries
Enter a Time Entry on an Appointment
Edit or Delete a Time Entry
Submit Time Entries
Signature 2018 R4
Installation and Upgrade
Signature System Requirements
Installing Signature
Before Installation
Server and Client Installation
Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access
Client Only Installation
Upgrading Signature
Before Upgrading
Upgrading on a Server and Client
Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access
Upgrading on a Client Only
After Upgrading
Signature SSRS Report Setup
Product Registration Keys Installation
Technical Notes and Troubleshooting
Uninstalling Signature
Additional Information
System Requirements
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements
Additional Module Requirements
Web Server (IIS)
Signature Interaction Manager with Customer Connect
Customer Portal
Job Cost Portal
Schedule
MobileTech
Support Information
Readme
Signature Installation
Compatibility
Incompatibility
Installation Notes
New Features
What's New with the Job Close Window
Signature Fixes
Signature Help
Posting Flow Documents & Table Changes
What's New
What's New in Signature 2018 R3
What's New in Signature 2018
What's New in Signature 2018 R2
What's New in Signature 2018 R4
MobileTech Setup Information in Microsoft Dynamics GP
MobileTech Information Processing
Process Inventory and Non-Inventory Item Transactions
Process Purchase Orders in Service Management and Purchasing
Process Additional Work Requests for a Technician
Process Field Invoices and Payments
Process Contact Management
Approving/Rejecting Timesheets
Service Management
Service Management Introduction
General Topics for Service Management
Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Core Module Setup
Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields
Setting Up Lookup Window Data
Refrigerant Tracking Lookup Data
Setting Up Skill Levels
Setting Up Technician Shifts
Setting Up Technician Activity IDs
Setting Up Service Areas
Setting Up Branches
Setting Up Technicians
Setting Up Technician Teams
Setting Up Divisions
Copying Division Accounts
Setting Up Customer User-Defined Lookup Windows
Setting Up Location User-Defined Lookup Windows
Setting Up Postal Codes
Setting Up Contacts
Setting Up Problem Types
Setting Up Call Types
Setting Up Appointment Status
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting Up Resolution Codes
Setting Up Resolution Snippets
Setting Up Manufacturers
Setting Up Installation Information
Setting Up Extended Warranty Types
Setting Up Equipment Types
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management
Advanced Document Management Module
Service Invoicing Module Setup
Choosing Invoice Options
Setting up Travel Costs
Setting up Invoice Accounts
Setting up the Master Tax Schedule
How Taxes Are Calculated
Creating a Pricing Matrix
Regular Pricing Matrix
Extended Pricing Matrix
Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates
Maintenance Contract Module Setup
Choosing Maintenance Options
Setting up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting up Maintenance Lookup Windows
Setting up Contract Types
Writing Off a Trailing Purchase Price Variance
Setting up Scheduled Maintenance Tasks
Setting up Task Codes
Creating a New Task Code
About System, Major, Sub 1-4
Adding Subtasks and Materials to a Task
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Creating a Task List
Setting up Task List Hierarchy
Assigning Tasks and Task Lists
Setting up Task Based Expense Accounting
Enabling Task Based Expense Entry
Core Module Procedures
Using the Service Manager Window
Setting up Service Classes
Creating Customer Records
Using Contact Management
Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Creating Location Records
Creating Equipment Records
Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating Building Records
Working with Service Calls and Appointments
Setting up Technicians for Double-Booking
Creating Service Calls with One Appointment
Creating Service Calls for One Piece of Equipment
Assigning Equipment to a Service Call via the Default Task
Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the cost audit report
Transferring costs and billing from a service call to a job
Editing accounts for a new service call type or division
Creating a Vendor Quotation Request
Integration with Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Scheduling Non-Technician Resources
Reminder Notes in Service Management
Using Temporary Customers
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions
Working with Time Zones
Enabling the Time Zone Feature
Setting up Time Zones
Setting up User Profiles
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference
Service Invoicing Procedures
Creating Invoices
Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions from Service Management
Viewing Service Call Costs
Viewing Service Call Status Information
Restrictions for Field Invoices Created in MobileTech
Recording Payments Using the On Account Feature
Printing and Posting Invoices
Using Third-Party Billing
Creating Credit Memos
Using Microsoft Dynamics GP Purchase Order Processing with Service Management
Setting up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns with Service Calls
Provincial Sales Tax (PST) Invoicing
Service Invoice Processing
Service Batch Invoicing
SOP Invoicing
Choosing SOP Invoicing Options
Using SOP Invoicing
Tracking Warranty Transactions Through SOP
Setting up Warranty Transactions Through SOP
Creating Warranty Transactions
Using the Change Primary Document Utility
Multicurrency Management Module
Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management with Service Credit Memos
Using Multicurrency Management with Maintenance Contracts
Maintenance Contract Procedures
Creating a Maintenance Contract
Creating a Contract Spending Plan
Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract
Creating Maintenance Contract Invoices
Third party contract invoice billing
Creating invoices for a closed period
Editing and adding individual billing notes
Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Tracking Maintenance Contract Profitability
Editing the Revenue Schedule
Renewing Maintenance Contracts
Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Using Master Contracts
Setting up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts
Using Service Level Agreements
Printing Service Level Reports
Maintenance Contract Quote Module
Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List
Service Call Quote Module
Setting up Service Call Quotes
Creating a Fixed Quote
Creating an NTE Quote
Utility Procedures
Technician Reassignment
Salesperson Reassignment
Moving Equipment Records
Moving Location Records
Mass Completing and Closing Service Calls
Moving Service Calls
Duplicating Equipment Records
Duplicating Location Records
Copy Task List
Moving or Copying Contract Information
Remove Notes
Checking Links
Update Time Zone Data
Job Cost
Job Cost Introduction
General Topics for Job Cost
Symbols, Buttons, and Indicators for JC
Signature Home Pages for JC
Signature Action Lists for JC
Job Cost Setup
Signature Job Cost Setup Checklists
Setting up the Core Job Cost System
Setting up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting up Document Numbers
Setting up Projects
Setting up Master Tax Schedules
Choosing Job Cost Setup Options
Setting up Job Types
Setting up Architects
Setting up Cost Codes for Job Cost
Setting up Accounts for Job Cost
Setting up Payroll for Job Cost
Setting up Overhead Detail Codes
Setting up Overhead Group Codes
Setting up Federal Classification Codes
Setting up Union Categories
Setting up Union Codes
Setting up Employee Codes
Setting up Rate Classes for Union Payroll
Over-Scale Pay Rate Support for Unions
Prevailing Wage and Fringe Rate Calculation
Labeling Job Cost User-Defined Fields
Setting up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (optional)
Using SmartList Objects for Signature Job Cost Products
Advanced Document Management Module for Job Cost
Job Estimates
Job Maintenance
Creating a Job Record
Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job
Working with Job Revenue Performance Obligations
Creating Revenue Codes
Assigning Cost Codes to Revenue Codes
Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job from POC or RPO Calculation
Moving Costs and Billing to a Job from a Service Call
Loss Recognition
Transactions
Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing in Job Cost
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost
Using Sales Order Processing
Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions using SOP
Tracking Warranty Part Transactions through SOP
Setting up Warranty Parts Processing through SOP
Creating a Warranty Transaction
Entering Payroll Transactions in Job Cost
Processing Payroll with Union Rate Classes (optional)
Entering Job Transactions
Entering Job Transactions by Labor Rate and Employee
Entering Job Invoices
Generating Invoices for Retention
Entering Transaction-Level Billing Information
Entering Scheduled Billing Information
Entering Standard Billing Information
Assigning GL Accounts on Jobs and Job Invoices
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Job Status
Editing Revenue Performance Obligations
Viewing Job Status Information
Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (optional)
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method
Working with Reminder Notes
Multicurrency Management Feature
Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices
Subcontractor Feature
Setting up the Subcontractor Feature
Using the Subcontractor Feature
Advanced Subcontractor Feature
Adding Subcontractors to a Job Record
Setting up the Advanced Subcontractor Feature
Using the Advanced Subcontractor Feature
Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements
Project Level Feature
Using the Project Status Window
Setting up Project-Level Billing
Creating Project Invoices
Printing Project Number Reports
Billing Fixed and Time and Material Projects
Time and Materials (T&M) Projects
Fixed Projects
Project Manager’s Advisor Feature
Setting up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports
Closing, History, and Maintenance
Closing Procedures
Closing a Job
What's New with Closing a Job
Legacy Job Close Window
Closing a Period or Month
Closing a Year
Viewing Job History
Maintaining Files
WIP Reconciliation Tool
TimeTrack
TimeTrack Introduction
Buttons, Symbols, and Indicators
Setting up TimeTrack
Viewing TimeTrack Application and User Activity Information
Setting Up Signature Registered Users
Choosing Setup Options
Setting up Shift Codes for Shift Premiums
Setting up Fixed Assets
Entering Time Card Batches
Setting up Unbilled Offset Accounts
Using TimeTrack
About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions from Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature
Exporting TimeTrack Data to a Third-Party Payroll Module
Correcting Commit Errors and Re-Creating the Export File
Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility
Manager Approval of Time Card Transactions
Setting up the Manager Approval Feature
Using the Manager Approval Feature
Document Attachments for TimeTrack
Using the Document Attachments Feature
Setting up the Document Attachments Feature
Reports
SSRS reports
Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference
Service Management Reports
Job Cost Reports
TimeTrack Reports
Equipment Management Reports
Shared Reports
Report Templates
Service Management SSRS Reports
Annualized Labor Loading
Contract Equipment PM Tasks
Dispatch List
Job Appointment Summary
Maintenance Contract Deferred Revenue
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote
Maintenance Contract Scheduled Materials
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Sales Tax - Material Purchases
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Gross Profit
Service Call Invoice
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status Statistics
Service Invoice Summary
Service Profitability
Service Revenue Recap
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS reports
Refrigerant Tracking report
Refrigerant Tracking List
Refrigerant Tracking Leak Analysis
Maintenance Contract Invoice
Job Cost SSRS Reports
Subcontractor Claims
Subcontractor Supplemental
Job Invoice
Job Lien Waiver
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Percentage of Completion
Job Profit and Loss
Job RPO Profit and Loss
Subcontract Agreement
Subcontractor Insurance Expiration
Subcontractor Transaction Detail
Union Report
Job Schedule by Cost Code
Job Plan
Jobs Available to Close
Jobs Not Available to Close
Closed Jobs
Application for Payment
WIP Reports in Job Cost
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Cost Transactions Not in GL
Job WIP Reconciliation
AR Retention Trial Balance
PM JC Aged Trial Balance
Job Profit and Loss Key Performance Indicator
TimeTrack SSRS reports
Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet
Equipment Management SSRS reports
Scheduled Maintenance Forecast
Equipment Attributes report
Rental Agreement, Booking, and Invoice Reports
Rental Agreement
Rental Booking
Rental Invoice
Rental Utilization
Equipment Profit and Loss Key Performance Indicator
Inspection
Shared SSRS reports
Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability
SSRS Report templates
Configuring a Report
Signature Report Templates
Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Report Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot
Dexterity Reports
Configuring System Reports
WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table
Job Cost Dexterity Reports
Estimate Worksheet
Printable Notes
Job Reports
Job Summary
Current Year - Contracts Closed
Current Year - Contracts in Progress
Costs by Period
Profit and Loss by Period
Change Order Summary
Detail Codes List
Current Contract
Job Posted Cost
Payables Aged Trial Balance
Committed Costs
Backlog by Period
Backlog
Estimate Analysis
Job Analysis Report
Estimate Cost Variance
Projected Variance
Quantity Variance
Job Status Report
Job Schedule
Job Reference
Profit and Loss
WIP
Audit Cost Variance
Audit Cash Receipts
Audit Billing
Audit Costs
Job Cost Edit Lists
Billing Reports
Sorted Reports
Division Reports
Project Number Reports
Project Manager Reports
Labor Reports
Setup Reports
History Reports
Subcontractor Reports
Service Management Dexterity Reports
General Reports
Lookup Reports
Invalid Labor Rate Groups
Contact ID Report
Equipment at Location
Printable Notes report
Customer Locations Report
Customer Report
Service Reports
Technician Reports
Customer Reports
WIP Dexterity Reports
Service Call Log
Guaranteed Service Call Report
Completed Calls Report
Profitability Report
Commission Report
Unbilled Costs Report
Unposted Costs Report
Open Service Calls with Costs Report
Service Calls by Salesperson Report
Service at Location Report
Assigned Appointments Report
Unassigned Appointments Report
Contract Escalation Build Report
Escalation Notification Report
Escalation Committed Report
Maintenance Reports
Overdue PM Report
Monthly Labor Plan Report
Labor Load Schedule Report
Technician Load Summary Report
Workorder Register Report
Gross Margin to Date Report
Contract Base Profile Report
Master Contract Reports
Using SmartList Objects
Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference
Alternate Windows and Reports Manager
Alternate Window and Report Manager Overview
Installing AWARM
Setting up AWARM
Using AWARM
Signature Utilities
Signature Utilities Introduction
Signature Utilities Setup
Setting up Signature Utilities
Launching Signature Utilities
Signature Import Utility
Preparing to Import Files
Creating the Import File
Update to Change Order Rules
Using the Import Utility
Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility
File Maintenance Utilities
Job Cost File Maintenance Utilities
Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility
Service Management File Maintenance Utilities
Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Archive Data Utility
Task Update Utility
Signature File Maintenance Utilities
SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL update MapPoint User
SQL Create Table Views
Field Definitions
Warehouse File Names
Service Management Field Definitions
Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File
Job Cost Field Definitions
Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File
Integration Manager for SmartConnect
Installing Integration Manager
Signature Nodes Reference
Signature Integration Technical Reference
k2aMobileContactWork
k2aJobAppointmentNote
wsiSMSServiceCall
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiPMTransactionLine
wsiSMSContract
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSQuote
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate
wsiWSTransactionLineCreate
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiSMSAppointment
wsiSMSContractQuote
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuoteTask
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiCreateJobMasterCostCode
SMS_Build_Customer_Quicksearch
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCJobMaster
wsiMobilePurchaseOrderWork
PDF Downloads
Signature 2022
What's New
Readme
Signature Installation
Compatibility
Incompatibility
New Features
Issues Fixed
Installation Notes
System Requirements
System Requirements for Microsoft Dynamics GP
Client Recommendations (User Workstation or PC)
Server Recommendations
Remote Desktop Services Requirements
Additional Module Requirements
Registration Service and Portals
Customer Portal
Schedule
MobileTech
Clock
Support Information
Installation and Upgrade
Viewing System Requirements
Installing Signature
Before Installation
Server and Client Installation
Run the Installation Wizard
Install System and Company Databases
Run the Miscellaneous User Utility
Enable Signature Registration Keys
Launch Microsoft Dynamics GP and Include New Code
Set up Security and Grant User Access
Client Only Installation
Upgrading Signature
Before Upgrading
Upgrading on a Server and Client
Run the Installation Wizard to Upgrade the Server and Client
Upgrade System and Company Databases
Run the Misc User Utility
Enable Signature Registration Keys to Upgrade the Server and Client
Launch Microsoft Dynamics GP and Include New Code for the Upgrade
Verify Security and User Access
Upgrading on a Client Only
After Upgrading
Signature SSRS Report Setup
Product Registration Keys Installation
Technical Notes and Troubleshooting
Uninstalling Signature
Additional Information
Installing Service Call Auditing
Signature Help
Posting Flow Documents
Web Client Incompatibilities
MobileTech Setup Information in Microsoft Dynamics GP
MobileTech Information Processing
Process MobileTech and Schedule Purchase Orders
Process Inventory and Non-Inventory Item Transactions
Process Field Invoices and Payments
Process Contact Management
Process Additional Work Requests for a Technician
Approving/Rejecting Timesheets
Service Management
Service Management Introduction
Integration with Microsoft Dynamics GP
Symbols, Buttons, and Indicators
Signature Home Pages
Signature Action Lists
Batch Naming Conventions for Service Management
Service Management Core
Core Module Setup
Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields
Setting Up Lookup Window Data
Refrigerant Tracking Lookup Data
Setting Up Appointment Statuses
Setting Up Branches
Setting Up Call Resolutions
Setting Up Call Types
Setting Up Contacts
Setting Up Customer User-Defined Lookup Windows
Setting Up Divisions
Copying Division Accounts
Setting Up Equipment Types
Setting Up Extended Warranty Types
Setting Up Installation Information
Setting Up Location User-Defined Lookup Windows
Setting Up Manufacturers
Setting Up Postal Codes
Setting Up Problem Types
Setting Up Resolution Note Snippets
Setting Up Service Areas
Setting Up Skill Levels
Setting Up Technician Activity IDs
Setting Up Technicians
Setting Up Technician Shifts
Setting Up Technician Teams
Setting Up the Service User-Defined Field Lookup Window
Setting Up Trouble Codes
Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management
Using the Service Manager Window
Viewing the Service Manager Inquiry Window
Using the Add Service Customer Window
Locating Records
Viewing a Customer's Status
Viewing Location Status
Viewing Recent Service Calls
Setting up Service Classes
Using Global Filters
Working with Customer Records
Using Temporary Customers
Using Contact Management
Setting up Contact Management
Creating a Contact
Searching for an Existing Contact
Assigning Contacts to Locations
Assigning Contacts to Maintenance Contracts
Deleting a Contact
Working with Location Records
Working with Equipment Records
Adding Components to Equipment Records
Service Equipment Testing
Entering Equipment Meter Readings
Reviewing Service History
Assigning Replacement Parts to Equipment
Reviewing Maintenance Tasks
Creating Equipment Records Using the Multi-Add Button
Creating Equipment Records Using the Copy Button
Automatically Adding Equipment Through Sales Order Processing
Retiring/Inactivating Equipment
Refrigerant Tracking
Creating a Service Call Using the New Call button
Working with Building Records
Working with Service Calls and Appointments
Creating Service Calls with One Appointment
Assigning Equipment to a Service Call
Assigning an Equipment Record to a Service Call
Assigning More than One Equipment Record to a Service Call
Rolling Calls Forward
Viewing Existing Service Calls
Timestamping Calls
Adding Service Appointments to Calls
Assigning Appointments to the Service Call
Creating Activity Appointments and Job Appointments
Viewing Appointment History
Resolving Appointment Scheduling Conflicts
Creating an Invoice
Printing a Workorder
Printing the Cost Audit Report
Transferring Costs and Billing from a Service Call to a Job
Editing Accounts for a New Service Call Type or Division
Creating a Vendor Quotation Request
Reopening a Closed Service Call
Viewing the Service Call Audit
Integration with Equipment Management Series
Using the Dispatch Board
Using the Technician Board
Using the Service Monitor
Reminder Notes in Service Management
Posting Payroll Transactions to Service Management
Entering Signature GL Transactions
Working with Time Zones
Enabling the Time Zone Feature
Setting up Time Zones
Setting up User Profiles for Time Zones
Assigning Time Zones to Records
Time Zone Views
Dates and Times Display
Time Zone Reference
Editing Service GL Transaction Journal Entries
Scheduling Non-Technician Resources
Advanced Document Management
Maintenance Contracts
Maintenance Contract Setup
Choosing Maintenance Options
Setting up Maintenance Accounts
Labeling Maintenance User-Defined Fields
Setting up Maintenance Lookup Windows
Setting up Contract Types
Writing Off a Trailing Purchase Price Variance
Setting up Maintenance Task Codes and Task Lists
Working with Task Codes
Creating or Editing a Task Code
Setting up System, Major, Sub 1-4
Adding Subtasks to a Task Code
Assigning Materials to a Task
Assigning Responses and Response Types to a Task
Setting Up a Default Task Status
Adding Service Call Tasks Attachments
Using the Task Code Lookup
Working with Task Lists
Creating a Task List Type
Creating or Editing a Task List
Setting up Task List Hierarchy
Copying a Task List
Assigning Tasks and Task Lists
Assigning Tasks and Task Lists to Equipment
Assigning Tasks and Task Lists to Records
Generating a Maintenance Contract from a Quote
About MCC Calls
Scheduling Maintenance Tasks
Printing the Scheduled Maintenance Report
Setting up Task Based Expense Accounting
Enabling Task Based Expense Entry
Reconcile Maintenance Contract Password Setup
Creating a Maintenance Contract
Working with Contract Revenue and Costs
Creating a Contract Spending Plan
Editing the Revenue Schedule
Tracking Maintenance Contract Profitability
Reconciling Cost, Billing, and/or Revenue
Editing Maintenance Contract Billing Information
Using the Contract Coverage Window
Using the Maintenance Contract Visit Wizard
Adding Costs to a Maintenance Contract
Creating Maintenance Contract Invoices
Creating Invoices for a Closed Period
Editing and Adding Individual Billing Notes
Third-Party Contract Invoice Billing
Creating Maintenance Contract Credit Memos
Month End Reconciliation Procedures
Renewing Maintenance Contracts
Individual Contract Renewal
Mass Contract Renewal
Leaving a Contract Open
Posting Maintenance Contract Renewals
Closing Maintenance Contracts
Clearing Current Year Costs from Maintenance and Master Contracts
Using Labor Loading
Maintenance Contract Reports
Escalating Maintenance Contracts
Viewing Maintenance Contract History
Maintenance Contract Quotes
Generating a Maintenance Contract Quote
Creating a Quote Task List
Copying a Quote Task List
Master Contracts
Setting up Master Contracts
Creating Master Contracts
Assigning New Maintenance Contracts to a Master Contract
Assigning Existing Maintenance Contracts to a Master Contract
Viewing Master Contract Billing Information
Viewing Master Contract Profitability
Viewing Master Contract Service Call History
Invoicing Master Contracts
Closing and Renewing Master Contracts
Escalating Master Contracts
Using Service Level Agreements (SLA)
Printing Service Level Reports
Multicurrency Management
Invoicing Service Calls Using Multicurrency Management
Using Multicurrency Management with Service Credit Memos
Using Multicurrency Management with Maintenance Contracts
Sales Order Processing (SOP) Invoicing
Choosing SOP Invoicing Options
Using SOP Invoicing
Tracking Warranty Transactions Through SOP
Setting up Warranty Transactions Through SOP
Creating Warranty Transactions
Service Call Quotes
Setting up Service Call Quotes
Creating a Fixed Rate Quote
Creating an NTE Quote
Service Invoicing
Service Invoicing Setup
Choosing Invoice Options
Setting up Travel Costs
Setting up Invoice Accounts
Setting up the Master Tax Schedule
How Taxes Are Calculated
Creating a Pricing Matrix
Regular Pricing Matrix
Extended Pricing Matrix
Creating Labor Rate Groups
Labeling Invoice User-defined Fields
Using Word Templates
Creating Invoices
Entering Payables Transactions in Service Management
Entering Payroll Transactions in Service Management
Entering Inventory Transactions in Service Management
Processing Inventory and Non-Inventory Items Entered by Technicians
Entering Manually Added Transactions
Directly Accessing the Added Costs Window
Editing Cost Transactions from Service Management
Viewing Service Call Costs
Viewing Service Call Status Information
Restrictions for Field Invoices Created in MobileTech
Recording Payments Using the On Account Feature
Printing and Posting Invoices
Creating Credit Memos
Using Microsoft Dynamics GP Purchase Order Processing with Service Management
Setting up Purchase Order Processing
Using Purchase Order Processing
Entering Purchase Order Returns with Service Calls
Provincial Sales Tax (PST) Invoicing
Service Batch Invoicing
Using Third-Party Billing
Utility Procedures
Check Links
Technician Reassignment
Reminder Notes Reassignment
Salesperson Reassignment
Move Equipment
Move Location Record
Move Service Call
Mass Complete/Close Service Calls
Duplicate Equipment
Duplicate Location
Copy Task List
Contract Utility
Remove Notes
Change Primary Document
Update Time Zone Data
Job Cost
Job Cost Introduction
Signature Action Lists for JC
Signature Home Pages for JC
Symbols, Buttons, and Indicators for JC
Batch Naming Conventions for JC
Job Cost Setup
Signature Job Cost Setup Checklists
Setting up the Core Job Cost System
Setting up Job Cost Security
Viewing Application and User Activity Information in Job Cost
Determining the Revenue Recognition Method
Setting up Fiscal Periods
Choosing Posting Options
Additional Job Close Setup
Project Percentage of Completion Revenue Recognition
Setting up Document Numbers
Setting up Projects
Setting up Master Tax Schedules
Choosing Job Cost Setup Options
Setting up Job Types
Setting up Architects
Setting up Cost Codes for Job Cost
Setting up Accounts for Job Cost
Setting up Payroll for Job Cost
Setting up Overhead Detail Codes
Setting up Overhead Group Codes
Setting up Federal Classification Codes
Setting up Union Categories
Setting up Union Codes
Setting up Employee Codes
Setting up Rate Classes for Union Payroll
Over-Scale Pay Rate Support for Unions
Prevailing Wage and Fringe Rate Calculation
Labeling Job Cost User-Defined Fields
Setting up and Using Document Management in Job Cost
Creating Labor Rate Groups for Job Cost (Optional)
Using SmartList Objects for Job Cost
Advanced Document Management in JC
Job Estimates
Job Maintenance
Creating a Job Record
Entering Job User-Defined Information
Relationship Between Billing Type, Contract Type, and Invoice Type
Adding Cost Codes to a Job
Working with Job Revenue Performance Obligations
Creating Revenue Codes
Assigning Cost Codes to Revenue Codes
Adding Subcontractors and/or Vendors to a Job
Adding Bill Codes to a Job
Copying Job Records
Scheduling Job Appointments
Excluding a Job from POC or RPO Calculation
Moving Costs and Billing to a Job from a Service Call
Loss Recognition
Job Transactions
Entering Beginning Balances
Entering Payables Transactions in Job Cost
Using Microsoft Dynamics GP Purchase Order Processing in Job Cost
Entering Signature GL Transactions in Job Cost
Entering Inventory Transactions in Job Cost
Using Sales Order Processing
Setting up SOP Invoicing in Job Cost
Entering Inventory Transactions using SOP
Tracking Warranty Part Transactions through SOP
Setting up Warranty Parts Processing through SOP
Creating a Warranty Transaction
Entering Payroll Transactions in Job Cost
Processing Payroll with Union Rate Classes (optional)
Entering Job Transactions
Entering Job Transactions by Labor Rate and Employee
Entering Job Invoices
Assigning GL Accounts on Jobs and Job Invoices
Assigning Sales GL Accounts to Bill Codes for Job Invoices
Entering Standard Billing Information
Entering Transaction-Level Billing Information
Generating Invoices for Retention
Entering Scheduled Billing Information
Entering Production Transactions
Creating Percentage-of-Completion Journal Entries
Creating Job Revenue Journal Entries
Entering Job Unit Transactions
Entering Unit Adjustments
Mass Updating Revenue Code Percentages
Applying Credit Memos to Job Invoices
Job Status
Editing Revenue Performance Obligations
Viewing Job Status Information
Viewing Unposted Costs
Viewing Committed Costs
Viewing Posted Costs
Viewing Estimated Costs
Using Forecasted Costs
Viewing Margin Percent
Viewing a Summary of Costs by Cost Code Segment
Viewing Contract Status
Viewing Revenue Code Status
Viewing Billed Position
Viewing Revenue Recognition Summary
Viewing Billing Transactions
Viewing Customer Status
Viewing Job Status by Period (Optional)
Accessing Transaction Entry Windows
Using Change Orders
Using Change Orders when using the RPO Revenue Recognition Method
Working with Reminder Notes
Multicurrency Management for Job Cost
Entering the Contract Amount in the Originating Currency on the Job (Bill Code Jobs Only)
Entering Multicurrency Job Invoices
Subcontractor
Setting up the Subcontractor Feature
Using the Subcontractor Feature
Advanced Subcontractor
Using the Advanced Subcontractor Feature
Distributing a Payable to a Job and Cost Code
Releasing a Payables Hold
Generating Retention Invoices
Viewing Updated Subcontractor Status Window
Reconciling Jobs with Subcontractors
Withholding Retention on Purchase Order Invoices
Using the Subcontractor Status Window
Viewing Vendor Payments
Using Master Subcontractors
Printing Lien Waivers
Managing Lien Waivers
Transfer Utility
Subcontractor Contract Agreements
Adding Subcontractors to a Job Record
Setting up the Advanced Subcontractor Feature
Project Level
Using the Project Status Inquiry Window
Setting up Project-Level Billing
Creating Project Invoices
Applying Credit Memos to Project Invoices
Printing Project Number Reports
Billing Project Allocated Revenue and Cost Plus Billing Projects
Project Allocated Revenue (PAR) Projects
Cost Plus Billing / Project Transaction Level Projects
Project Manager’s Advisor
Setting up Project Manager Security
Viewing Labor Breakdown
Viewing Job Status by Project Manager
Printing Project Manager Advisor Reports
Closing and History
Closing Procedures
Closing a Job
What's New with Closing a Job
Closing a Period or Month
Closing a Year
Viewing Job History
Utilities
WIP Reconciliation Tool
TimeTrack
TimeTrack Introduction
Buttons, Symbols, and Indicators
Setting Up TimeTrack
Viewing TimeTrack Application and User Activity Information
Setting up Signature Registered Users
Choosing Setup Options
Setting up Shift Codes for Shift Premiums
Setting up Fixed Assets
Entering Time Card Batches
Setting up Unbilled Offset Accounts
Setting Up Offload Processing (Optional)
Using TimeTrack
About Negative Payroll Transactions
About Using the Service Call Lookup Window
Entering Labor Transactions
Entering Salary Labor Transactions
Entering Expense and Travel Transactions
Entering Transactions Using Sales Order Processing Invoicing
Entering Notes
Entering Fixed Asset Transactions
Entering Group Time Card Transactions
Placing a Batch in Single-User Edit Mode
Committing Time Card Transactions
Editing Labor Transactions from Microsoft Dynamics GP
Using TimeTrack History
Using the TimeTrack Import Feature
Exporting TimeTrack Data to a Third-Party Payroll Module
Correcting Commit Errors and Re-Creating the Export File
Rebuilding the Payroll Keys Master Table
Using the Transaction Transfer Utility
Manager Approval of Time Card Transactions
Using the Manager Approval Feature
Setting up the Manager Approval Feature
Document Attachments for TimeTrack
Setting up the Document Attachments Feature
Using the Document Attachments Feature
Reports
SSRS Reports
Signature SSRS Reports Setup
Accessing SSRS Reports
Signature SSRS Reports Reference
Service Management SSRS Reports
Annualized Labor Loading
Appointment Summary
Call Summary
Contract Equipment PM Tasks
Dispatch List
Field Invoice
GL Not Match Service
GL Transactions Not In Service
Inspection Report
Job Appointment Summary
Job Safety Analysis
Job Safety Audit (2013)
Maintenance Contract Deferred Revenue
Maintenance Contract Invoice
Maintenance Contract Profile
Maintenance Contract Profitability with Pull Through
Maintenance Contract Quote Reports
Maintenance Contract Scheduled Materials
Maintenance Contracts Over or Under Billed
Maintenance Contract Statistics
Profit by Customer
Recognized Revenue
Refrigerant Tracking Leak Analysis
Refrigerant Tracking List
Refrigerant Tracking Report
Resource Schedule
Sales Tax - Material Purchases
Schedule Technician Board
Service Call Analysis - Unbilled Quotes
Service Call Analysis - Unbilled T&M
Service Call Cost Audit
Service Call Cost Reconciliation
Service Call Cost Reconciliation by Account
Service Call Gross Profit
Service Call Invoices
Service Call Maintenance Workorder
Service Call Quote
Service Call Revenue Statistics by Call Type
Service Call Statistics by Call Type
Service Call Status
Service Call Status Statistics
Service Call Vendor Quote
Service Call Workorders
Service Invoice Summary
Service Invoice Trailing Costs
Service Invoice Trailing PPV Costs
Service Profitability
Service Revenue Recap
Service Transactions Not in GL
Service WIP
Technician Forecast
Top and Bottom Customers by Sales
Top Technicians by Billed Hours
WIP SSRS reports
Job Cost SSRS Reports
Application for Payment
AR Retention Trial Balance
Closed Jobs
Custom SSRS Job Cost Reports
GL Not Match Job Cost
GL Transactions Not in Job Cost
Job Analysis
Job Audit Billing
Job Audit Costs
Job Change Order
Job Closing Preparation
Job Committed Costs
Job Cost Transactions Not in GL
Job Invoice
Job Lien Waiver
Job Percentage of Completion
Job Plan
Job Profit and Loss
Job Profit and Loss Key Performance Indicator
Job RPO Profit and Loss
Jobs Available to Close
Job Schedule by Cost Code
Jobs Not Available to Close
Payables Aged Trial Balance
Project Invoice
Subcontract Agreement
Subcontractor Claims
Subcontractor Insurance Expiration
Subcontractor Supporting Statement
Subcontractor Transaction Detail
Union Report
WIP Reports in Job Cost
Job WIP Reconciliation
TimeTrack SSRS Reports
Certified Payroll
Certified Payroll for Public Works
Employee Utilization
Time Sheet
Equipment Management SSRS Reports
Rental Agreement, Booking, and Invoice Reports
Rental Agreement
Rental Agreement Standdown Lines (Subreport)
Rental Line Agreement
Rental Booking
Rental Invoice
Rental Invoice Misc Lines (Subreport)
Rental Invoice Standdown Lines (Subreport)
Rental Line Invoice
Equipment Attributes
Equipment Profit and Loss
Equipment Profit and Loss Sub Report
Equipment Profit and Loss Details
Equipment Profit and Loss Key Performance Indicator
Inspection
Rental Utilization
Scheduled Maintenance Forecast
Shared SSRS Reports
Equipment Service Cost per Meter UOM
Receivables Aged Trial Balance
Receivables Historical Aged Trial Balance
WennSoft Billing Customer Profitability
SSRS Report Templates
Configuring a Report
Signature Report Templates
Signature Template Chart 1
Signature Template Chart 2
Signature Template Chart 5
Signature Template Group
Signature Template Group Filter
Signature Template Group Filter Date
Signature Template Pivot
Charts and Key Performance Indicators (KPIs)
Dexterity Reports
Configuring System Reports
WSRepts Table
SQL Procedures
Signature.ReportControl.dll Programmers Reference
Methods
XML Structure
Database Table
Job Cost Dexterity Reports
Estimate Worksheet
Printable Notes
Job Reports
Backlog by Period
WIP
Audit Billing
Audit Cash Receipts
Audit Costs
Audit Cost Variance
Backlog
Change Order Summary
Committed Costs
Costs by Period
Current Contract
Current Year - Contracts Closed
Current Year - Contracts in Progress
Detail Codes List
Estimate Analysis
Estimate Cost Variance
Job Analysis Report
Job Posted Cost
Job Reference
Job Schedule
Job Status Report
Job Summary
Job Unposted Cost
Payables Aged Trial Balance (JC)
Profit and Loss
Profit and Loss by Period
Projected Variance
Project Status
Quantity Variance
Job Cost Edit Lists
Billing Reports
Sorted Reports
Division Reports
Project Manager Reports
Project Number Reports
Labor Reports
Setup Reports
History Reports
Subcontractor Reports
Service Management Dexterity Reports
General Reports
Printable Notes Report
Contact ID Report
Customer Locations Report
Customer Report
Equipment at Location
Invalid Labor Rate Groups
Lookup Reports
Customer Window Lookups Report
Equipment Window Lookups Report
Service Call Window Lookups Report
Maintenance Contract Types List
Maintenance Task Codes Report
Task Code Task Lists Report
Maintenance Tasks by Equipment Type Report
All Lookup Reports
Mobile Purchase Order
Service Reports
Inventory Adjustments Edit List
WIP Dexterity Reports
Assigned Appointments Report
Commission Report
Completed Calls Report
Contract Escalation Build Report
Customer Reports
Escalation Committed Report
Escalation Notification Report
Guaranteed Service Call Report
Open Service Calls with Costs Report
Profitability Report
Service at Location Report
Service Call Log
Service Calls by Salesperson Report
Technician Reports
Unassigned Appointments Report
Unbilled Costs Report
Unposted Costs Report
Contract Mass Renewal Reports
Maintenance Reports
Contract Base Profile Report
Gross Margin to Date Report
Labor Load Schedule Report
Maintenance Contract Reconciliation Reports
Master Contract Reports
Monthly Labor Plan Report
Overdue PM Report
Technician Load Summary Report
Workorder Register Report
Inactive Task Code or Task List Warnings
Using SmartList Objects
Importing SmartList Objects
Accessing SmartList Objects
Modifying SmartList Builder Objects
Creating a SmartList Object Excel Report
Preparing Go To Items for Use in the SmartList Window
Signature Objects and Go To Items Reference
Alternate Windows and Reports Manager
AWARM Overview
Installing AWARM
Setting up AWARM
Using AWARM
Alternate Windows
Signature Utilities
Signature Utilities Introduction
Signature Utilities Setup
Launching Signature Utilities
Setting up Signature Utilities
Signature Import Utility
Preparing to Import Files
Creating the Import File
Update to Change Order Rules
Using the Import Utility
Importing Service Call Information into Service Management
After Importing Job Cost Files
Troubleshooting the Import Utility
File Maintenance Utilities
Job Cost File Maintenance Utilities
Purge Utility
Remove Job History Utility
Clear Data Utility in Job Cost
Date Validation Utility
Update Division Accounts Utility
Enable Payroll Utility
APOP to POP Migration Utility
Signature File Maintenance Utilities
SQL Update Utility
SQL Table Verify Utility
SQL Update Misc User Utility
SQL Create Table Views
SQL Auto Call Roll Forward Utility
Service Management File Maintenance Utilities
Clear Contract Tasks Utility
Tax Schedule Fill Utility
Check Links Utility
Verify File Contents Utility
Customer Update Utility
Equipment Update Utility
Contract Update Utility
Service Locations Utility
Phone Extensions Utility
Merge Customer Locations Utility
Service Sublocations Utility
Rounding Problem Utility
Clear Data Utility in Service Management
Archive Data Utility
Task Update Utility
Field Definitions
Warehouse File Names
Service Management Field Definitions
Service Call Master File
Customer Master File
Location Master File
Receivables Sum Master File
Equipment Master File
Contract Master File
Contract Task Master File
Job Costs Master File
Employee Master File
Job Cost Field Definitions
Job Master File
Job Detail Master File
Billing Codes Master File
Change Order Master File
Change Order Detail Master File
JC Vendor Master File
Cost Code Master File
SmartConnect Integration Manager
Installing Integration Manager
Signature Nodes Reference
Signature Integration Technical Reference
k2aJobAppointmentNote
k2aMobileContactWork
SMS_Build_Customer_Quicksearch
wsiCreateJobMasterCostCode
wsiCustomerMaintenance
wsiJCBillingCodesMSTR
wsiJCCashReceipts
wsiJCChangeOrdersDetailMSTR
wsiJCChangeOrdersMSTR
wsiJCForecastCostRevisionMSTR
wsiJCInventoryWork
wsiJCInvoiceSchedule
wsiJCJobDetailMSTR
wsiJCJobEstimates
wsiJCJobMaster
wsiJCVendorMaster
wsiJobCostInvoiceOPEN
wsiJobCostInvoiceScheduleOPEN
wsiJobInvoiceUpdateJCJobMSTRRecord
wsiMobileInventoryWork
wsiMobilePurchaseOrderWork
wsiPMTransactionLine
wsiSMSAppointment
wsiSMSContract
wsiSMSContractQuote
wsiSMSContractTask
wsiSMSEquipment
wsiSMSEquipmentContract
wsiSMSInvoice
wsiSMSJobCostsHistory
wsiSMSJobCostsWork
wsiSMSLocation
wsiSMSQuote
wsiSMSQuoteTask
wsiSMSServiceCall
wsiSMSServiceTasksMaster
wsiSMSTaskCodes
wsiSMSTechnician
wsiSMSVehicle
wsiWSCreateUpdatePurchaseOrderIntegration
wsiWSTransactionalHeaderAndLine
wsiWSTransactionHeaderCreate
wsiWSTransactionLineCreate
PDF User Guides
Schedule 2025
What's New - September 2025
Release Notes
Readme - Fall 2025
Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
Issues Fixed
New Features
Installation and Upgrade Guide
System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule
User Guide
Schedule Overview
Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Accessing Your Profile and User Settings
Changing Your Schedule Password
Logging Out of Schedule
Setting Up Schedule
Administration Setup
Setting Up Users
Working With Roles
Setting Up Resource Options
Processing Requests
Setting Up XOi Integration
General Setup
Setting Up Company Options
Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields
Setting Up Global Options
Map View Setup
Setting Up Mapping Options
Geocoding Service Locations and Technician Locations
Setting Up Geocoding for Technician Starting Locations
Setting Up Geocoding for Service Locations
Setting Up Vehicles
Report Setup
Email Notification Setup
Additional Schedule Configuration
Example: endPoint List
Schedule Metadata
Example: Modified schedulerControl.js
Example: Additional User-Defined Fields
Grid Configuration
User-Defined Field Configuration
Grid Column Formatting
Column Filtering
Setting Up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Adding a Column to a Grid
Appointment Label and Tooltip Configuration
Adding Appointment Description to Mouse-Over Tooltip
Adding Service Call Description with a Label
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View
Example: Appointment Property List
Building Optimization Broker Settings
Automatically Reset Technician Starting Locations
Using the Schedule Board
Double-Booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies
Working With Appointments and Service Calls
Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Working With Job Appointment Details
Working With Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker
Working With Related Appointments and/or Resource Activities
Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments
Processing Service Requests from Building Optimization Broker
Working With Resources
Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-Allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities
Viewing Reports
Working With Notes and Attachments
Working With the Job Panel
Printing the Job Schedule by Cost Code Report
Working With Purchase Orders
Using the Customer Hub
Working With Customers
Viewing the Customer Tab
Creating a New Customer
Working With Locations
Viewing the Location Tab
Creating a New Location
Working With Equipment
Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment
Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working With the Contacts Tab
Working With the Contracts Tab
Viewing the Jobs Tab
Viewing the Invoicing Tab
Using the Map View
Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations
Using the Service Monitor
Troubleshooting
Appointment Start Date Field Is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Error Occurred During the Registration Check
Geocode Was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Resource Has an Invalid Current Location
Schedule Board Isn’t Updating
PDF Downloads
Schedule 2023 (6.0)
What's New in Schedule Fall 2023
Release Notes
09/24 Readme
05/24 Readme
04/24 Readme
02/24 Readme for Time Compatibility
01/24 Readme for Time Compatibility (Signature 2023)
11/23 Fall 2023 Release Readme
Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
New Features
Issues Fixed
Installation and Upgrade Guide
System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule
User Guide
Schedule Overview
Viewing the Schedule Board
Appointments and Appointment Types
Context-Sensitive Menus
Icons and Buttons
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule
Filtering and Sorting Data
Setting Up Schedule
Administration Setup
Setting up Users
Working with Roles
Processing Requests
Setting up XOi Integration
Setting Up Resource Options
General Setup
Setting up Company Options
Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields
Setting up Global Options
Map View Setup
Geocoding Service Locations and Technician Locations
Setting up Geocoding for Service Locations
Setting up Geocoding for Technician Starting Locations
Setting Up Vehicles
Setting Up Mapping Options
Report Setup
Email Notification Setup
Schedule Configuration (optional)
Schedule Metadata
Grid Configuration
Adding a Column to a Grid
Grid Column Formatting
Column Filtering
User-Defined Field Configuration
Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Appointment Label and Tooltip Configuration
Adding Appointment Description to Mouse-Over Tooltip
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description with a Label
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View
Example: endPoint List
Example: Appointment Property List
Example: Additional User-Defined Fields
Example: Modified schedulerControl.js
Building Optimization Broker Settings
Using the Schedule Board
Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies
Working with Appointments and Service Calls
Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Viewing/Editing Job Appointment Details
Viewing/Editing Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker
Working with Related Appointments and/or Resource Activities
Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments
Processing Service Requests from Building Optimization Broker
Working with Resources
Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities
Viewing Reports
Working with the Job Panel
Printing the Job Schedule by Cost Code report
Working with Purchase Orders
Working with Notes and Attachments
Using the Customer Hub
Working with Customers
Viewing the Customer Tab
Creating a New Customer
Working with Locations
Viewing the Location Tab
Creating a New Location
Working with Equipment
Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment
Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working with the Contacts Tab
Working with the Contracts Tab
Viewing the Jobs Tab
Using the Map View
Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations
Troubleshooting
Appointment Start Date Field is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule Board isn't Updating
Resource Has an Invalid Current Location
Error Occurred During the Registration Check
PDF Downloads
Schedule 3
Schedule Readme and Installation Guide 3.0
New Features & Fixes
System Requirements
Installing Schedule
Upgrading Schedule
Uninstalling Schedule
Schedule User Guide
Overview
Viewing the schedule board
Appointments and appointment types
Context-sensitive menus
Icons and buttons
Filtering and sorting in Schedule
Locating a record using Find
Setting up Schedule
Administration setup
Working with roles
Processing requests
Setting up users
General setup
Setting up global options
Setting up company options
Map View setup
Setting up Mapping Options
Setting up Resource Options
Setting up Vehicles
Report setup
Email notification setup
Setting up the ServiceChannel integration
Using the Schedule Board
Double-booking and appointment conflicts
Change the schedule board view
Changing companies
Working with appointments and service calls
Making appointment changes on the schedule board
View or edit service appointment details
View or edit job appointment details
View or edit the service call
Create additional appointments
Completing appointments
Unscheduled or unassigned appointments
Using the appointment wizard
Notifying customers via email
Working with resources
View resource details
Unschedule or unassign resources
Identify over-allocated resources
Create a resource activity
View or change resource activities
Viewing reports
Working with notes and attachments
Using the Customer Hub
Viewing the Customer tab
Viewing the Location tab
Viewing the Open Appointments tab
Viewing the Service Calls tab
Viewing the Equipment tab
Viewing the Contacts tab
Viewing the Contracts tab
Viewing the Jobs tab
Creating a new customer
Creating a new service call
Creating a new location
Working with Service Requests
Accessing the Service Requests tab
Accepting or rejecting a service request
Mapping customer information
Creating a new customer and/or new location
Working with NTE service requests
Creating a service call
Viewing/editing a service call
Receiving Dispatcher email notifications
Using the Map View
Viewing appointments on map
Viewing appointment details
Viewing and optimizing routes
View unscheduled/unassigned appointments on map
Troubleshooting
Clearing the Application Cache
Clearing the Customer Hub Cache
Refreshing Tooltip Content
Resetting the Grid
Resource has an invalid current location
Schedule board isn't updating
PDF Downloads
All Help Documentation
Main
Release Notes
Known Issues
Minimum Requirements
Settings
Service Settings
Users
User Security Roles
Access Security Roles
WennSoft Security Roles
Access Levels and Privileges
Resources
Work Hours Template
Resource Pay Types
Employees
Service Call Settings
Service Call Types
Problem Types
Priorities
Service Call Substatuses
Sales/Inventory
Price Lists
Products
Equipment Settings
Equipment Types
Manufacturers
Posting Groups
Dimensions
Create Dimensions in Business Central
Set Up Default Dimensions
Assign General Ledger Accounts
Greenshades Payroll Integration
WennSoft Greenshades Settings
Employee Setup for Greenshades Integration
Payroll Processing
Customers and Locations
Vendors
Contacts
Service Calls
Products and Services
Statuses and Substatuses
Travel Hours and Travel Miles Costs
Service Call and Appointment History
Appointments
Purchase Orders
Equipment
Functional Locations
Time Entries
Invoicing
Reports
Service Call Summary Report
Service Call Cost Audit Report
Schedule Board
Schedule Board View Settings
Breadcrumbs
WennSoft Service
Settings
On this Page
Service Call Settings
Service Call Types
Problem Types
Priorities
Service Call Substatuses
