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TechPro

Knowledge articles about TechPro

TechPro User Documentation 2410.3

Admin Site

Integrating TechPro and FormsPro

Adding Links to Tasks

Using the Equipment Tab in App Settings

Using the TechPro Quotes Tab in App Settings

Using the Email Setup Tab

Configuring the App Using User-Defined Fields and the Field Designer

Working with Submitted Appointments in the Back Office

Emailing a Form in TechPro

Using the Checkout Field Designer

Using the Report Settings Page

Using the Revision History Page

Using the Parts Tab in App Settings

Using the Time Tab in App Settings

Using the Forms Tab in App Settings

Viewing the Checkout Log

Using the Forms Tab

Using Forms in TechPro Tips

Specifying How to Use the Start/Stop Clock

Using the API Configuration Settings

Using the Mapping Tab

Using Work Order Discounts

Using the FormsPro API Tab

Editing Users

Removing Records from TechPro Tables

Using Cost Codes

Disabling/Enabling Discounts

Using the Field Names Tab

Using the Equipment Tab

Using the Tasks Tab

Error about Valid Labor Rates

Mapping Date Fields in TechPro

Printing a Work Order Summary Report for Job Appointments

Sending Emails when a Job Appointment is Complete

Form Descriptions in TechPro

Modifying Time Zones

Using Read-Only Workspaces

Validating Forms at Checkout

Requiring Resolution Notes

Changing Field Labels for Workspaces

Requiring Equipment Records

Using the Admin Site Menu

Logging out of TechPro Admin Site

Using the App Settings Page

Setting up a Link Button

Resolving Duplicate Checkout Errors

Removing the Extensions on Phone Numbers in TechPro?

Ensuring Vendors Appear in the App for a Purchase Order

Resolving "The statement has been terminated" Error

Understanding Error Code 51009

Resolving the Begin Transaction wsiWSCreateUpdatePurchaseOrderIntegration Error

Receiving a Checkout Error

Using Location Notes

Using the Email Content Tab in App Settings

Viewing the Add Work Order Log

Viewing the Contactless Signature Log

Viewing the Unbilled Log

Using the Drag and Drop Field Designer

Using the General Tab in App Settings

Adding User-Defined Fields to Appointments, Equipment, Parts and Checkout Workspaces

Setting up Contactless Signatures in TechPro

Viewing the Reprocess Checkout Log

Using the Checkout Tab in App Settings

Using the Data Connections Tab

Using the Users Page

SOP Transaction Error

Using the Field Designer for Job Cost and Service Management

Using Sales Order Processing for Inventory

Adding Discounts

Using Link Buttons

Using the Forms Tab in TechPo

Using Merge Fields in TechPro

Viewing the Purchase Order Log

Viewing the Notification Log

Using the Purchase Orders Tab in App Settings

Using the Notification's Recurrence Tab

Integrating with Azure Active Directory - TechPro

Using the Tasks Tab in App Settings

Notification Types in TechPro

Using the Notification's Event Tab

Deleting a Notification

TechPro Table of Contents for the Admin Site

Using the Notifications Page

Setting Up a Standard Notification

Viewing the Event Log

Confirming Checkout Verifications

Using the Azure AD Setup Tab

Understanding Checkout Statuses

Blank Service Description

Viewing Completed Appointments

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App

Using the Start/Stop Clock

Using the Time Workspace

Manually Entering Time

Using the Parts Workspace

Entering Unbilled Time

Using the Division Filter

Copying Submitted Forms from the App

Using the Forms Workspace

Using a QR Code to Process a Contactless Signature

Using a Link to Process a Contactless Signature

Adding Calls from the TechPro Mobile App

Using the Task Summary Report

Using the Alert Icon

Using the Settings Page in the TechPro App

Printing the Unbilled Time Report

Storing the Customer Not Present Information

Connection Errors

Viewing the Time and Materials Work Order Summary Report

Viewing the Call Summary Report

Viewing the Maintenance Summary Report

Attaching a Photo

Using the Always Show History for All Divisions Option

Displaying Call History

Error when Opening an Attachment in TechPro

Re-submitting Failed Form Submissions

Creating and Attaching Appointment Reports in the Back Office

Resolving Insufficient Number of Arguments Error

Handling Task Statuses that are Not Marked Complete in the app

Displaying the Quantity Field in the Inventory Lookup Page

Fixing an Error that Occurs During Report Processing

Removing the Contactless Signature Button in TechPro

How to Restart TechPro after a "Crash"

Submitting Forms from Underpowered Devices

Using the Map Icon

Reviewing Time

Using the Checkout Workspace

Using the Appointments Workspace

Using the TechPro App Settings

Syncing between Multiple Devices

Changing an Appointment Status

Entering Parts and Labor on a Completed Appointment

Displaying the App in High Contrast Mode

Using the FormsPro Integration

Using the Auto-Capitalization Device Setting

Using the Menu Bar

Expanding and Collapsing Areas

Displaying Appointment Information

Adding and Deleting Lines of Information

Editing Information in Workspaces

Using the TechPro App's Menu

Syncing the TechPro App

Using the Notes Workspace

Editing a Note

Adding a Note

Using the History Workspace

Using the Location Workspace

Using the Equipment Workspace

Using the Tasks Workspace

Using the TechPro Quotes Workspace

Using the Attachments Workspace

Using JOB call types

Displaying Attachments in the Mobile App

Adding Equipment to the Work Order from the Mobile App

Disabling/Enabling Discounts

Assigning Follow-Up Appointments

Deleting a Purchase Order from the App

Using the Checkout Tab in App Settings

Sending Completed Purchase Orders Prior to Checkout

Viewing Notifications in the App

Using the Purchase Orders Workspace

Pay Codes Not Available in the Pay Code Lookup

Viewing Saved Forms on iOS

Issues with Sleep Apps on Android Devices

Using the Add Work Order Page

TechPro Table of Contents for the App

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Releases and Maintenance

TechPro 2410.3 Maintenance Release Notes

2507.3 TechPro Release Notes