MobileTech R5.5 for Signature

MobileTech helps manage service calls by connecting the field to the office.

IMPORTANT: MobileTech R5.5 is compatible with Signature 2013 R3 SP3, Signature 2015 R2 SP1, and Signature 2016 R2.

DO NOT INSTALL THIS WITHOUT TALKING TO YOUR SYSTEM ADMINISTRATOR

See the Readme for more information.

Features

Service Call View updated to display caller information

The Service Call Caller Name, Caller Phone #, and Caller Email address are displayed in the service call pane.

Calendar Day/Week View updated to display Customer and Location

The customer name and location display on the Day and Week views of the Calendar so that you can see who the work is for without opening the appointment.

Updated Time Entries view to include Total Labor Hours

Total labor hours are now available on the Time Entries view and Appointment Complete pane. You can choose to view the current or previous week’s hours for the technician. You can only see the current week during on the Appointment Complete pane in the Time Entry tab.

Attachments for Additional Work

The ability to attach photos to additional work that synchronizes with Service Management has been added. This attachment can be viewed by the back office in the Mobile Additional Work Inquiry window. This feature is only compatible with Signature 2016 R2.

Job Inventory item can have different cost codes

Added the ability to add the same inventory item with different cost codes to a job appointment.

Added new Signature Validation options

Signature Validation under Signature Settings has been updated to two options: Customer Signature and Technician Signature. You can choose to require or warn the technician prior to completing the service appointment or you can leave the default value of Optional. Customer and technician name are included with the validation.

Added integration to XOEye Technologies

Added integration to XOEye Technologies. XOEye equips field technicians with wearable technology systems that capture and share information. The technician can capture an image and/or video that is uploaded to the XOEye server. After uploading in the client, the unique hyperlink is copied to the Resolution Note. After synchronizing, back office users can view the attachment to the service call. Anyone with the unique hyperlink can view and/or download the images or video. The activities on the XOEye server are tagged with the call ID, appointment number, location name, and XOEye user ID. The hyperlink is available for 30 days.

Enabled the use of Flexible Forms for Appointment Completion, Appointment, Customer, and Location windows

Users can use Woodford’s Flexible Forms with the Appointment Completion, Appointment, Customer, and Location windows. A settings option has been added to enable this.

Purchase Orders download to MT device

Purchase orders entered in Service Management at the service call level will synchronize as read-only to the technician’s device.

Latitude and longitude information is now a two-way synchronization

The coordinates are updated using the device’s GPS. The latitude and longitude synchronizes to Service Management.

Job Appointment Summary Report

We’ve added a Job Appointment Summary Report that is generated when a job appointment has been completed. This report displays the job, appointment, labor, and inventory information related to the completed appointment. This report is attached to the Job Cost Code and is automatically sent by email to the recipients who are designated in the MobileTech setup.

Issues Fixed

Sync logic enhancements

Enhancements have been made to the sync logic to improve performance.

Service call notes

Formatting of service call notes from Service Management syncs correctly to MobileTech.

Appointment view Location search

When on All Appointment view, searching by Location works as expected.