Highlights of Top MobileTech 2024

Customer Requested Enhancements

 
  • Improved equipment tasking

    • A new convenient '+' button has been added on the tasks list next to the 'All Equipment' drop-down to quickly navigate to the new equipment form. 

    • A new setup option to use equipment assigned for service calls has been added to allow technicians to add equipment to MCC, MC, and/or any call type and have the corresponding equipment type tasks added to the call.

  • Make the MobileTech interface easier and faster to use

    • Why can't I add multiple attachments? Now you can with MobileTech 2024 (10.0). This will greatly speed up the process for technicians to select all the attachments that need to be added.

    • Never miss a note. In MobileTech 2024 (10.0) a simple note icon is shown when there is a note next to an item. Now technicians will be able to quickly reference notes such as customer, location, or service call notes on a service call.

  • Improved collaboration between techs

    • When multiple technicians are consuming inventory associated to a service call everyone needs an accurate view of inventory used by other technicians on the job.

  • Increase status visibility for dispatchers

    • Dependable near real-time appointment status between Signature and MobileTech is crucial to keep everything running on schedule. Now when the status of an appointment is changed, whether manually or automatically, there is a background sync to push the data into Signature.

  • Improved support for jobs in MobileTech

    • A technician no longer requires a dispatcher to create job appointments for them. Technicians can now self-service themselves by adding a job appointment directly in MobileTech with the same convenience that they experience when creating new service appointments.

    • Technicians now have access to Jobs on their device even if they do not have a job appointment assigned to them.  Assuming the MobileTech user has internet access, they can switch to server mode to perform a search on all open and active jobs in Signature.

    • When you are on a job that spans multiple weeks there just might not be a job appointment set-up for each day/activity. In these types of scenarios, you can now add job labor in MobileTech without an appointment.

    • Don't have an active job and need to create a job appointment on the go? No problem. MobileTech now supports creating a new job appointment in the field.

  • New Optical Character Recognition (OCR) in MobileTech Inspections to answer questions

    • Now techs can quickly take a picture of an equipment nameplate and use OCR capabilities to automate the input of answers into questionnaires.

 
 
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Listing of All MobileTech 2024 Enhancements

  • 1. View originating Call ID on Service Call Screen

    Description: A read-only field has been added on the Service Call Screen to conveniently show the originating Call ID.

    2. Add multiple attachments at once

    Description: Why can't I add multiple attachments all at the same time? Now you can with MobileTech 2024 (10.0). This will greatly speed up the process for technicians to select all the attachments that need to be added.

    3. Confirm intent to Save/Discard changes when closing a task form

    Description: Technicians can now make changes and confirm or discard them with the new confirm intent to save/discard changes when closing a task form. This will eliminate the frustration of MobileTech automatically saving changes that the technician wanted to discard.

    4. Add multiple inventory items at once

    Description: Everyone likes less clicks. Now in MobileTech 2024 (10.0), you can easily add multiple inventory items at once saving time to get onto completing the next task.

    5. Navigate to equipment from the task details page

    Description: Speed up the workflow from the task details page directly to the equipment form. Now in MobileTech 2024 (10.0) you can in one-click navigate directly to the equipment form.

    6. Make notes more accessible to techs

    Description: Never miss a note. In MobileTech 2024 (10.0) a simple note icon is shown when there is a note next to an item. Now technicians will be able to quickly reference notes such as customer, location, or service call notes on a service call.

  • 1. Manage incomplete equipment tasks

    Description: With one-click, select the drop-down for 'Incomplete Equipment' from the task list. There you'll see a list of equipment that have at least one open task. Simply click on 'Complete Tasks' and complete any incomplete tasks for the selected equipment.

    2. Add new equipment from a task list

    Description: A new convenient '+' button has been added on the tasks list next to the 'All Equipment' drop-down to quickly navigate to the new equipment form. There the new equipment will be automatically assigned to the call and will be promptly synced after saving. Note: You won't see this option if create permission is disabled for equipment.

    3. Assign new equipment to calls in the field with task list tasks and responses

    Description: A new setup option to use equipment assigned for service calls has been added to allow technicians to add equipment to MCC, MC, and/or any call type and have the corresponding equipment type tasks added to the call.

  • 1. Prevent truck stock inventory items with negative or zero quantities from being added to work orders

    Description: Nothing is more frustrating than a technician thinking they have on-hand inventory in their truck to complete a work order and there is none. MobileTech now prevents inventory snafus from happening by not allowing truck stock inventory items with a negative or zero quantity (inventory items are not seen in the lookup list).

    2. Add clean up step for inspection entities

    Description: Automates a background cleanup process for MobileTech Inspections attachments and tables.

    3. Filter helper tech lookup by team or department

    Description: When there is a long list of technicians, many with the same first name, it becomes cumbersome to quickly find the technician/technician helper you are looking for. Now you can skinny down the list by filtering the list by the employee's team and department.

    4. Add equipment type tasks to MC calls

    Description: A new setup option to use equipment assigned for MC calls has been added to allow technicians to add equipment to MC calls and have the corresponding equipment type tasks added to the call.

    5. Show both the total user count and the company count in MobileTech Admin

    Description: The MobileTech Administration screen now conveniently shows how many MobileTech licenses are being used in the current company and all companies all at the same time.

  • View inventory used on a service call by other technicians

    Description: When multiple technicians are consuming inventory associated to a service call everyone needs an accurate view of inventory used by other technicians on the job. Now when a technician goes to the inventory tab on the appointment completion form, they can quickly see inventory items that have been consumed by other technicians for the associated service call.

  • Add and view location attachments in the field

    Description: It's important for dispatchers and technicians to see location attachments that have been added by dispatchers in Signature in MobileTech. Now when an attachment is added/updated/deleted in Signature or added/updated in MobileTech both the back-office and front-office are synchronized.

  • Background Sync appointment status when key appointment events occur

    Description: Dependable near real-time appointment status between Signature and MobileTech is crucial to keep everything running on schedule. Now when the status of an appointment is changed, whether manually or automatically, there is a background sync to push the data into Signature to achieve near real-time appointment status in the back office or other software via APIs.

  • Easily send customer and location specific reports

    Description: Take the fuss out of customized reporting. Need a different SSRS report template for different Customers or Locations? With MobileTech 2024 (10.0), you can now specify custom report templates to use with your summary reports at either the Customer or Location level.

  • 1. Create new job appointments in the field for any active job and labor cost code

    Description: A technician no longer requires a dispatcher to create job appointments for them. Technicians can now self-service themselves by adding a job appointment directly in MobileTech with the same convenience that they experience when creating new service appointments.

    2. Use the job list in server mode

    Description: Assuming the MobileTech user has Internet access, they can switch to server mode to quickly perform a search. Users can select to search for Job (name/gpjobnumber/description) and/or Customer Location (customername, customer.name, location.name, gpcustomernumber, gplocationnumber).

    3. Add job labor without an appointment

    Description: When you are on a job that spans multiple weeks there just might not be a job appointment set-up for each day/activity. In these types of scenarios, you can now add job labor in MobileTech without an appointment.

    4. Create a new job in the field

    Description: Don't have an active job and need to create a job appointment on the go? No problem. MobileTech now supports creating a new job in the field.

  • 1. Use optical character recognition (OCR) in MobileTech Inspections to answer questions

    Description: Technicians no longer must manually key in information such as long serial numbers, model numbers and other data into their smartphone. Now techs can quickly take a picture of an equipment nameplate and use OCR capabilities to automate the input of answers into questionnaires. The OCR capabilities support text, multiple lines of text and conveniently work offline. This greatly improves accuracy and speed eliminating the need to manually key in data.

    2. MobileTech sync improvements

    Description: MobileTech synchronization has improved speed and reliability to make the technician experience of MobileTech easier and faster.

 
 

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