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Mobile Technician Demonstration

These movies will open a new window.  Once the window opens, it will take a few seconds to load before it begins playing.  While the movies are loading the screen may be completely white.  Once the movie loads it will play on its own - just sit back and enjoy! These are not intended to be comprehensive training tools.  For complete training details, please call our sales department at 1-800-299-2079.

  1. Launching Mobile Technician
  2. Logging In
  3. Main Menu
    1. My Jobs
    2. Customer Search
      1. Searching for a Customer
      2. Adding a New Customer
      3. Adding a New Job
    3. Schedule Search
    4. Log Out
  4. Changing Timecard Status
  5. Job Processing
    1. Job Overview
    2. Job Instructions and Driving Directions
    3. Dispatching to a Job
    4. Arriving at a Job
    5. Invoicing a Job
      1. Invoice Overview
      2. Adding Invoice Items
        1. Using the Locate Option
        2. Using the Catalog
        3. Scanning Invoice Items
        4. Changing Item Price Levels
      3. Adding Agreements or Visits to an Invoice
        1. Adding an Agreement Visit to an Invoice
        2. Adding a New Agreement
        3. Renewing an Agreement
      4. Suggestions
      5. Adding Sales Tax
      6. Adding a Discount
      7. Invoice Review
    6. Work Authorization
    7. Parts Used
      1. Parts Used Overview
      2. Finding Parts
      3. Using the Catalog to Find Parts
      4. Scanning Part Items
    8. Payment and Work Approval
      1. Payment Overview
      2. Taking a Cash Payment
      3. Taking a Check Payment
      4. Taking a Credit Card Payment
      5. Leaving an Invoice Balance on Account
    9. Closing a Job
      1. Closing a Job Overview
      2. Recording Replacements Sold
      3. Recording Warranties Sold
      4. Recording a Callback
    10. Ending a Job
    11. Leaving a Job and then Returning
  6. Customer Detail
    1. Customer Detail Overview
    2. Driving Directions
    3. Service Location Information
    4. Billing Account Information
    5. Equipment Information
      1. Viewing and Editing Equipment
      2. Adding New Equipment to a Location
    6. Agreements
    7. Location Service History