MobileTech R3.0 for WennSoft Signature

IMPORTANT: MobileTech 2013 R3.0 SP3 is compatible with WennSoft 2010 R3 SP5 and WennSoft Signature 2013 R2 or R2 SP1

WennSoft Signature MobileTech 2013 provides technicians, who are dispatched to complete service calls, access to a customer’s service location, equipment, appointment activity, and task details. The technician can complete the service call/ticket, schedule additional work, capture customer signatures, and synchronize everything back to the office for billing or follow up. Because MobileTech has store and forward capability, the information is available to your technicians even when disconnected, so they stay on task.

New features in 3.0.37

New options in the Setup form in the client application
Technicians now have more options to set up on their mobile devices, but the additional options also give them more control over how they monitor their work and submit information to the host system. Some changes to the Setup form include options for synchronization, entering a password each time that the technician logs on to MobileTech 2013, and the type of information that a technician sees on the Home page on the mobile device. For more information about the setup options and how to use them, refer to “MobileTech 2013 setup on a mobile device” in the Help in the client application.

New buttons on the Home page include:
•Sync Errors – This button is displayed only when synchronization errors occur on the device. Technicians can review information about the errors from the Sync Errors page and email them to others for review.
•Calendar – View appointments by Day, Week, Month, or Agenda. A technician can also sort appointments to view job appointments, service appointments, technician activities, or all appointments. On the calendar, you can use a drag-and-drop operation to move appointments. Appointments must have a starting date and duration (estimated hours) in order to be displayed on the calendar.
•Dashboard – View service appointment, job appointment, and technician activity for the mobile device. A technician can select whether to display the Dashboard, based on setup options for the Home page.

Enhanced hierarchy and workflow for tasks
Information for tasks can be displayed in a hierarchy format from the Tasks tab on mobile devices, which makes it easier for technicians to view, modify, and complete information for a single task or for a group of tasks that is associated with a service call. Technicians can select to view all tasks and all open tasks in a hierarchy format, or they can view all tasks with no hierarchy. To easily move between tasks or subtasks, Previous and Next buttons have been added.

Save attachments to database
More types of attachments are supported than in previous releases. In addition, technicians can choose to save attachments to the database where other MobileTech 2013 data is stored or to the file system for the mobile device, which decreases the amount of information that is stored in the database.

Technicians can now enter transactions for the previous week or the current week, based on the week-ending date that is set up in Time Track. You can then print the Time Sheet report for the previous work week, the current work week, or for both work weeks.

Issues fixed in this release

Service call resolution notes are not duplicated in Service Management
Previously, if a technician added a resolution note to a historical resolution note for a service call, historical information might be duplicated in Service Management. Now, if the technician adds a new note at the top or at the bottom of a historical note, the note is appended correctly, and the existing resolution note is not duplicated.

Technicians can create service calls for all customers
Previously, if a customer record was on hold or inactive, those customers would not be displayed in the customer list on mobile devices. All customers are now displayed on the mobile device, regardless of their record status.