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Toll-free technical support: 1-800-566-6940

 

Open Training Session for Mobile Technician:

Pre-register below:

 

Wednesday, Jan 25, 2012 at 8:00 AM EST - https://www1.gotomeeting.com/register/616315369

 

Wednesday, Jan 25, 2012 at 11:00 AM EST- https://www1.gotomeeting.com/register/331528793

Forum

Steve Kiernan II

Next Open Training - Wednesday January 25, 2012 at 8:00 am & 11:00 am ET

Started by Steve Kiernan II in General Support & FAQs Jan 16.

Gregory Dooley

New Release for Mobile Technician.

Started by Gregory Dooley in Mobile Technician Jan 3.

Nathan Sutherland

Ability to add photos to a job? 1 Reply

Started by Nathan Sutherland in Mobile Technician. Last reply by Steve Kiernan II Oct 12, 2011.

Steve Kiernan II

New Release for Mobile Technician will be available before SGI show in Orlando 6 Replies

Started by Steve Kiernan II in Mobile Technician. Last reply by Dan Champion Sep 9, 2011.

Gregory Dooley

New Update for Mobile Technician! 1 Reply

Started by Gregory Dooley in Mobile Technician. Last reply by Steve Kiernan II Sep 8, 2011.

Members

  • Rusty Wise
  • Steve Kiernan II
  • Fred Graber
  • Lisa Turner
  • Gregory Dooley
  • Trent Urban
  • Scott Pickles
  • Steven Raines
  • Albert Bustos
  • Chris Marcic
  • Matt Johnson
  • Edwin Parker Jr
  • Nathan Sutherland
  • Timothy McGuire
  • Stephen Mabe
  • Brett Hadley
  • Gayle
  • Chad DeCaria
  • JIM UREN
  • Stephen Birch
  • William Casey
  • Patrick Stewart
  • Tswiatek
  • Linda Poetker
  • Scott Boyer
  • Timothy Paetz
  • Cheryl Minton

Blog Posts

Gregory Dooley

Collecting Payment for more than the Invoice Total?

In SuccessWare21 you can enter a payment that is more than the total amount of the Invoice and the difference will go as a deposit on the account.  However, In Mobile Technician, the tech out in the field cannot collect more than the total amount…

Continue

Posted by Gregory Dooley on January 9, 2012 at 5:14pm

Gregory Dooley

Auditing / Posting material requisitions from the technician’s handhelds and updating job costing.

Below is a step-by step guide on how to post material requisitions  in SuccessWare21 that were created by

technicians out in the field using SWRemote. Also, after posting the inventory

transaction I will cover how to go into the invoice…

Continue

Posted by Gregory Dooley on October 18, 2011 at 2:30pm

Gregory Dooley

Building Parts Kits for Jobs

Now that Mobile Technician will load up any assigned parts to tasks that are added to an Invoice you now have the ability to create kits ahead of time for jobs inside SuccessWare21, and then allow your techs to edit the kits out in the field.…

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Posted by Gregory Dooley on September 27, 2011 at 10:13am

Gregory Dooley

The “Update” Button

The “Update” button from the My Jobs screen has multiple purposes…

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Posted by Gregory Dooley on September 15, 2011 at 3:30pm

Gregory Dooley

Entering Opportunities on the Call

Mobile Technician gives your technicians the ability to identify the opportunities for the call right at the job site.  These directly correspond to the job summary in SuccessWare21. Any checkbox that is checked inside SuccessWare21 before the…

Continue

Posted by Gregory Dooley on September 6, 2011 at 4:30pm

Gregory Dooley

Clever way to cost out consumables to a Job:

This past week as I was working with a customer setting up their warehouse and inventory movement structure and a common question came up; How do my technicians and installers identify the consumables they use on a job?  Now I know most companies…

Continue

Posted by Gregory Dooley on July 27, 2011 at 10:00am

 
 
 

Events

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Rusty Wise is now a member of SWRemote yesterday
Welcome Them!
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Next Open Training - Wednesday January 25, 2012 at 8:00 am & 11:00 am ET

Wednesday, Jan 25, 2012 at 8:00 AM EST - https://www1.gotomeeting.com/register/616315369 Wednesday, Jan 25, 2012 at 11:00 AM EST- https://www1.gotomeeting.com/register/331528793See More
Discussion posted by Steve Kiernan II Jan 16
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Trent Urban is now a member of SWRemote Jan 14
Welcome Them!
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Collecting Payment for more than the Invoice Total?

In SuccessWare21 you can enter a payment that is more than the total amount of the Invoice and the difference will go as a deposit on the account.  However, In Mobile Technician, the tech out in the field cannot collect more than the total amount of the Invoice. I had a couple of customers ask me is it possible to collect a deposit for future work while the tech is onsite, yet not have the item be added to the invoice and affect sales, commission, compensation, etc. for that tech? In short, the…See More
Blog post by Gregory Dooley Jan 9
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New Release for Mobile Technician.

Below are the changes that have been made for the new version.  -          Modified Mobile Technician to disallow synchronization with SW21 for any assignment that is onsite, and also to replace the ‘Assignment Information has changed’ screen with a notification sound.  These changes consequently fix issues with information from SW21 overwriting local information that has not been synchronized, and where the Assignment Information has changed screen gets stuck in the background.-         …See More
Discussion posted by Gregory Dooley Jan 3
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Steve Kiernan II replied to Steve Kiernan II's discussion 'Next Open Training - Wednesday November 9 at 8:00 am & 11:00 am ET'
Wednesday, Dec 7, 2011 at 8:00 AM EST - https://www1.gotomeeting.com/register/918227208    Wednesday, Dec 7, 2011 at 11:00 AM EST- https://www1.gotomeeting.com/register/862968536
Nov 28, 2011
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Mr. Sparky

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Albert Bustos joined Steve Kiernan II's group Nov 22, 2011
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Albert Bustos is now a member of SWRemote Nov 21, 2011
Welcome Them!
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Edwin Parker Jr updated their profile Oct 18, 2011
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Edwin Parker Jr updated their profile photo Oct 18, 2011
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Auditing / Posting material requisitions from the technician’s handhelds and updating job costing.

Below is a step-by step guide on how to post material requisitions  in SuccessWare21 that were created by technicians out in the field using SWRemote. Also, after posting the inventory transaction I will cover how to go into the invoice screen and cost out thematerial to the job. 1.)    First, Open the Inventory Manager (21 Button – Purchasing – Inventory Manager)2.)    Secondly, click on a transaction to open it.…See More
Blog post by Gregory Dooley Oct 18, 2011
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Steve Kiernan II replied to Nathan Sutherland's discussion 'Ability to add photos to a job?'
We haven't announced this yet, but we're rolling out a system to collect new features.  If you click the "Request a Feature" link in the menu above, it'll take you to the system (just went live today so there are non in…
Oct 12, 2011
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Ability to add photos to a job?

I'm surprised there are no posts on this already.We were thinking of having our technicians take a picture of the problem before the work, then one after, as a standard company policy for all service work. Now that SW21 can attach documents to jobs (if setup by the administrator), what about adding a way for the field technicion to add photos while filling out the work-done notes? Seeing as how the MC65 (your choosen device) has a camera already built in.... Current steps:Field Tech takes…See More
Discussion posted by Nathan Sutherland Oct 7, 2011
1 Comment

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