Appointments in the Mobile App: To Process an Appointment Assigned to a Staff Member

This activity will walk you through the process of starting and completing an appointment that requires additional service to be added during the appointment, and a customer signature in the MYOB mobile app.

Story

Suppose that Alberto Jimenez uses the MYOB mobile app to process the appointments he attends. On January 31, 2026, he arrives at a customer location and processes the appointment by using the mobile app. He starts the appointment, adds one more service, and shows the appointment report to the customer. The customer signs the report in the app. Alberto Jimenez then completes the appointment and sends the signed appointment to the customer.

Acting as Alberto Jimenez, you will perform these actions in the mobile app.

Configuration Overview

In the U100 dataset, which you'll use to complete this lesson, the following setup has been configured. These settings ensure that the environment is ready for performing the activity:

• The minimum system configuration, which is described in Company with Branches that Do Not Require Balancing: General Information, has been performed.
• The SWEETLIFE company has been created on the Companies (CS101500) form. This company has multiple branches created on the Branches (CS102000) form, including SWEETEQUIP (Service and Equipment Sales Center).
• On the Service Management Preferences (FS100100) form, the minimum settings have been specified, including specifying the numbering sequences and work calendar, for the service management functionality to be used.
• On the Users (SM201010) form, the jimenez account has been created. For the jimenez user account, in the Linked Entity box of the Summary area of the form, the Alberto Jimenez employee account has been specified.
• On the Branch Locations (FS202500) form, the WEST BRIGHTON branch location of the SWEETEQUIP (Service and Equipment Sales Center) branch has been created.
• On the Service Order Types (FS202300) form, the TRN service order type has been configured to generate AR invoices to bill customers for provided services. That is, AR Invoices has been selected under Generated Billing Documents in the Billing Settings section (General tab).
• On the Appointments (FS300200) form, the 000044-1 appointment has been created.

Process Overview

In the MYOB mobile app, you will open the Appointment List screen and specify the filter criteria to find the needed appointment assigned to Alberto Jimenez. You will then start the appointment, add an additional service on the Details tab, review the appointment report, obtain the customer's signature by tapping Sign Report, complete the appointment, and send the signed report to the customer.

Preparation

1. Launch the app.
2. Enter your MYOB Acumatica instance (for example, http://my.site.acumatica.com).
   Important: The U100 dataset must be installed on your instance before you can perform the instructions in this activity.
3. Sign in as staff member Alberto Jimenez by using the jimenez username and the 123 password.

Step 1: Viewing Appointments Assigned to a Staff Member

You will start by viewing the appointments assigned to Alberto Jimenez, the staff member whose actions you are performing in the mobile app.

In the mobile app, do the following:

1. On the main screen, tap Services, and then tap Appointment List.
2. Specify the filter criteria so that the scheduled date range includes the 1/31/2026 date. You can set the filter options as follows:
   • From Scheduled Date: 1/1/2026
   • To Scheduled Date: 1/31/2026
   • Staff Member: Alberto Jimenez (selected by default, because you signed-in with Alberto Jimenez’s credentials).
3. In the list of appointments assigned to Alberto Jimenez, tap the 000044-1 appointment to open it.
4. On the Summary tab, tap View on Map. A map showing the location of the appointment opens, as shown below.

   
   
   

5. Close the map and return to the appointment.

Step 2: Starting the Appointment and Adding an Additional Service

To start the appointment and add an additional service, do the following:

1. Return to the appointment in the mobile app.
2. Tap Start.
3. Tap the Details tab.
4. Tap the plus (+) sign.

   The Details screen opens.

5. Specify the following settings:
   • Line Type: Service
   • Inventory ID: REPAIR
   • Description: Repair of customer's equipment
   • Actual Quantity: 1 (inserted by default)
6. Tap Update and save your changes on the Details screen. The additional REPAIR service has been added to the appointment, as shown below.

   
   
   

Step 3: Obtaining the Customer's Signature and Completing the Appointment

Sign the appointment on behalf of the customer and complete it, acting as Alberto Jimenez, as follows:

1. While you are still viewing the appointment in the mobile app, on the More menu, tap Preview Report.

   The report appears on the screen (see below). Alberto Jimenez would now show this report to the customer to verify that all information has been entered correctly.

   

2. Close the report, and tap the Additional tab (see below).
3. In the Signature section, in the Full Name box, specify Douglas Kim, and tap Save.

   
   
   

4. On the More menu, tap Sign Report.
5. In the form view of the appointment, leave a signature (see below) and tap Done. (In this exercise, you are signing the appointment on behalf of the customer. In actual use, the customer would sign the appointment.)

   The image containing the signature is now attached to the appointment.

   
   
   

6. On the Summary tab, in the Date and Time section, specify the actual start date and time and actual end date and time.
7. In the Summary area, select Finished (see below).

   
   
   

8. Tap the Complete button.

   The signed report is attached to the appointment in the Files section. You can tap the attached report to view it.

9. On the More menu, tap Email Appointment.

   An email with the signed report attached is sent to the customer assigned to the appointment.