MobileTech

To open the MobileTech screen, tap the Menu icon from anywhere within the application and select Service > MobileTech from the drop down list.

Use the MobileTech screen to view and log on to any open work orders that have been assigned to your technician ID (as specified in the Default Technician field on the User Profile screen in IntelliDealer). All work orders are listed by priority code (as specified on the Segments tab of the work order in IntelliDealer.) Active work orders that are unlocked to the technician are displayed at the top of the list.

If you do not see a work order that you believe has been assigned to your Default Technician, refresh the list with a page refresh. The screen displays any orders that may have been assigned to the technician since you first logged in to the application.

Topics in this section include:

MobileTech and IntelliDealer

Work orders are created in IntelliDealer at: Product Support > Service > Work Orders.

The work orders displayed in ID Mobile Access are based on your location set in IntelliDealer.

If no one assigned a technician to the work order in IntelliDealer, then IntelliDealer uses the default technician selected on the User Profile as the assigned technician on the work order. The default technician is configured in IntelliDealer at Administration > Settings > User Profiles.

Working while Disconnected

If you are in a disconnected state (for example when you are in an area without enough reception to connect to IntelliDealer) you cannot select any of the work orders listed on the screen using the Check Mark icon.

If you select work orders while connected, and later become disconnected, the application still allows you to log on to and clock service time for those work orders. The application saves your changes to your device and posts them to the IntelliDealer work order once you become re-connected.

As a general process you should always select the orders you plan on working on at the start of the day. Any work orders selected in the application are effectively "locked" in IntelliDealer and prevent other users from editing the work order details, logging on to them, etc.

If the Check Mark icon appears Red it is because there is time logged for the order but you are currently disconnected. As soon as you reconnect to IntelliDealer the system will post the time to the order and the Check Mark icon will turn Green.

Logging on

Troubleshooting De-synchronized Time

A de-synchronized error appears on the work order as a red exclamation. De-synced time appears in red when displayed on the segment list. This error can occur when:

  • A work order is in-use by someone else.

  • A work order was accessed after it has been closed.

  • A technician is trying to post hours in ID Mobile Access that take them over the maximum amount of hours allowed for a post.

  • ID Mobile Access is in a disconnected state (has no internet access) and can not sync the data with IntelliDealer.

Resolutions for a de-sync depend on the cause:

  • Work order 'in use'—the system auto syncs the work order once it is no longer in use.

  • ID Mobile Access is not connected—when the internet connection is regained, the data between ID Mobile Access and IntelliDealer will sync.

  • Posting hours above the maximum—see Trying to Post Hours Above the Maximum.

Trying to Post Hours Above the Maximum

The maximum hours for a single post are configured in IntelliDealer at Configuration > Service > General > IntelliTech Setup, in the Maximum Post Hours field. See IntelliTech Setup. If a technician posts over this time (Log on Elapsed) for a work order in ID Mobile Access, when they try to 'Log off' they are returned to the work order screen that shows the red exclamation icon.

To resolve the issue, delete the hours from ID Mobile Access and have your Supervisor add them in IntelliDealer. The procedure is:

  1. The Technician taps the red warning icon.

    The sync errors screen opens describing the error.

  2. Tap the sub menu icon next to Technician Time, then View.

  3. Tap the delete icon .

    The system sends an email to the technician to confirm the deleted time.

  4. Tap OK to confirm the hours should be deleted.

  5. In IntelliDealer, the Supervisor navigates to Product Support > Service > Supervisor and adds the time.

Screen Description

You can perform these actions on the MobileTech screen:

Action Description
To log on to a work order Tap the desired work order after selecting it using the Check Mark icon. The Work Order Segments window appears allowing you to select the specific segment to log on to.

Tip: This option is not available when you are disconnected. If you select the work order and log onto it before entering a disconnected state the system saves your hours locally to the device and posts them to the order when you reconnect to IntelliDealer.
To view your time card

Tap the Sub Menuicon and select Time Card from the drop down list.

The Technician Time Card screen appears.
To add a work order

Tap the Sub Menuicon and select Quick Add Work Order from the drop down list.

The Quick Add Work Order screen appears.
To log on to a work order not assigned to you

Tap the Sub Menuicon and select Log On To Work Order from the drop down list.

A modal opens into which you can enter the Work Order Number, then click Log On. The Work Order Segments window appears allowing you to select the specific segment to log on to.

Tip: This option is not available when you are disconnected. If you select the work order and log onto it before entering a disconnected state the system saves your hours locally to the device and posts them to the order when you reconnect to IntelliDealer.
To log off a work order

Tap the Check Mark icon of the work order.

If you are logging off a work order that was not assigned to you, it is removed from the list of available work orders.
To filter the work orders that are displayed on the screen Enter the desired search term in the Keyword Filter field. The screen refreshes the results.
To view the location of a unit Tap the Globe icon on the desired work order. The Google Maps extension opens.
To view the work order details Tap the Service icon on the desired work order. The Work Order Detail screen appears.
To view the customer details Tap the Customer icon on the desired work order. The Customer Detail screen appears.
To view the equipment details Tap the Equipment icon on the desired work order. The Equipment Detail screen appears.
To create a service report for the work order Tap the Service Report icon on the desired work order after selecting it using the Check Mark icon. The Service Report screen appears.

The fields on the MobileTech screen are:

Field Description
Keyword Filter Allows you to filter the work orders that are displayed on the screen.
Order Number The work order number.
Customer Name The name of the customer on the order.
Make/ Model The manufacturer and model number of the equipment on the order.
Description A brief description of the unit.
Machine Serial The unit's serial number.
Estimated Hours The number of hours estimated for the work order.
Hours Worked The number of hours that have been logged to the order.
Difference The difference between the Job Code Hours and the Hours Worked.

Revision: 2.3.13