Using SWRemote in the Field

Helpful Articles for technicians in the field

+1
188 articles in this collection
Written by Rachel Lama, Mark Conschafter, and Eric Foster and 1 other

Linking SWRemote to Scout / Acquire

Written by Rachel Lama
Updated over a week ago

How do I download the Google Keyboard on iOS?

Written by Rachel Lama
Updated over a week ago

How can I change my Navigation App preference in SWRemote?

Written by Mark Conschafter
Updated over a week ago

Want to chat with the Support team about an issue?

Written by Mark Conschafter
Updated over a week ago

How to turn off 'Smart Punctuation' in iOS

Written by Mark Conschafter
Updated over a week ago

What Navigation Apps can I use with SWRemote?

Map Navigation
Written by Eric Foster
Updated over a week ago

How do I know what model iPhone I am using?

Written by Rachel Lama
Updated over a week ago

How do I confirm my device has an active cellular data plan or Wi-Fi connection?

Written by Rachel Lama
Updated over a week ago

Complete video demo of SWRemote on a device

Written by Eric Foster
Updated over a week ago

Error: You are currently not connected so Authorization could not be performed.

Written by Eric Foster
Updated over a week ago

What steps inside SWRemote can I access the Parts Used screen?

Written by Eric Foster
Updated over a week ago

What does the "PayFlowPro not Setup" message mean?

Written by Eric Foster
Updated over a week ago

What does the "Allow SWRemote to record audio" message mean?

Written by Eric Foster
Updated over a week ago

Swiping a credit card does not populate all fields with information on card

Written by Eric Foster
Updated over a week ago

Invalid at the top level of the document. Line: 1 Socket Error # 11001

Written by Eric Foster
Updated over a week ago

SWRemote - Version 3.3.5 Release Notes

Written by Mark Conschafter
Updated over a week ago

How to Use Existing Deposits in SWRemote

Written by Eric Foster
Updated over a week ago

Incorrect syntax for command [Stack overflow] (cdm4)

Written by Mark Conschafter
Updated over a week ago

Error message: The detail for this invoice can no longer be modified due to changes made in the host system; ItemNumber= ####

Written by Mark Conschafter
Updated over a week ago

Could not create document - job XXXXXX has no part tags to be returned.

Written by Mark Conschafter
Updated over a week ago

Connection Failed: Service version not supported “XXX” (swapimgrdm103d) error

Written by Mark Conschafter
Updated over a week ago

Connection Failed: Invalid password for agent

Written by Mark Conschafter
Updated over a week ago

Test Connection Failed - Unable to connect to the remote server occurred calling https://XXX.XXX.XXX.XXX:2143. | | (10052)

Written by Mark Conschafter
Updated over a week ago

Cannot complete an assignment that is not onsite

Written by Mark Conschafter
Updated over a week ago

Error Message - Unexpected failure; Insufficient memory to complete operation

Written by Mark Conschafter
Updated over a week ago

'Agent X is not valid with Company Y' error when attempting to log in

Written by Mark Conschafter
Updated over a week ago

Could not assign visit. It may have been otherwise assigned or posted

Written by Mark Conschafter
Updated over a week ago

Issues while trying to sign on the authorization screen

Written by Mark Conschafter
Updated over a week ago

Previous / incorrect job stuck on schedule

Written by Mark Conschafter
Updated over a week ago

Why is my pricebook download stopping partway through?

Written by Mark Conschafter
Updated over a week ago

Could Not Locate Assignment #XXXXX

Written by Mark Conschafter
Updated over a week ago

Error Message: Your current assignment has changed since you dispatched to this job. Please mark yourself as notified to reload your jobs

Written by Mark Conschafter
Updated over a week ago

Error Message: Both employee code and job id is required to determine primary technician.

Written by Mark Conschafter
Updated over a week ago

Error Received: This invoice includes a payment that was processed by XCharge.

Written by Mark Conschafter
Updated over a week ago

Unexpected failure; XML Parse Error: Reason: An invalid character was found in text content. Error on line X, position XXXX

Written by Mark Conschafter
Updated over a week ago

Invoice Number XXXX Has Verified Parts and Can Not Be Updated.

Written by Mark Conschafter
Updated over a week ago

Error received: Cannot locate agreement visit for updating

Written by Mark Conschafter
Updated over a week ago

What do the codes at the end of the error messages mean?

Written by Mark Conschafter
Updated over a week ago

Error: Destination record not found

Written by Mark Conschafter
Updated over a week ago

Error Received: Department is Required

Written by Mark Conschafter
Updated over a week ago

Unexpected failure; [DBNETLIB][ConnectionOpen (SECDoClientHandshake()).]SSL Security error (swapimgrdm103c) error

Written by Mark Conschafter
Updated over a week ago

Error Message: "Authorization Failed: Invalid account number. Would you like to continue?"

Written by Mark Conschafter
Updated over a week ago

What should I do if the SWRemote application is stuck loading, syncing, running slow, freezes, or isn't updating?

Written by Mark Conschafter
Updated over a week ago

Receipt e-mails not being received for a specific e-mail address

Written by Mark Conschafter
Updated over a week ago

Technician's name not showing in dropdown or on invoice

Written by Mark Conschafter
Updated over a week ago

Item number [XXXX] is serialized. Transactions on serialized items require both a serial number and a quantity of one.

Written by Mark Conschafter
Updated over a week ago

Invoice number XXXXXX has been voided and can not be updated

Written by Mark Conschafter
Updated over a week ago

Items in the pricebook / reference library are listed or added multiple times

Written by Mark Conschafter
Updated over a week ago

I am receiving the Error Message: Scanning unable to obtain video capture device input, how do I fix this?

Written by Mark Conschafter
Updated over a week ago

The Speech-to-text button is not available on the notes screen in iOS, how do I fix it?

Written by Mark Conschafter
Updated over a week ago

My Menu is not displaying properly, how do I fix it?

Written by Mark Conschafter
Updated over a week ago

I can't Scroll to the bottom of the Payment Screen.

Written by Mark Conschafter
Updated over a week ago

'SWAPI has thrown an error' message pops up while saving equipment.

Written by Mark Conschafter
Updated over a week ago

Data input [Phone1] length XX exceeded expected length XX (cdm11)

Written by Mark Conschafter
Updated over a week ago

Undefined is not an Object (evaluating 'srelocationphotos') *Updated*

Written by Mark Conschafter
Updated over a week ago

Error Message: The statement callback raised an exception or statement error callback did not return false: (1001)

Written by Rachel Lama
Updated over a week ago

Error Message: IndexSizeError: DOM Exception 1

Written by Rachel Lama
Updated over a week ago

Incorrect syntax for command [Error parsing 'TRUE' as float datatype. Line: XXX

Written by Rachel Lama
Updated over a week ago

Error "There was not enough remaining storage space, or storage quota was reached"

Written by Rachel Lama
Updated over a week ago

Error Message: Cannot Load Company Data

Written by Rachel Lama
Updated over a week ago

Error: "Index is not in the allowed range"

Written by Rachel Lama
Updated over a week ago

Getting stuck with a spinning circle when attempting to perform a Timecard Punch

Written by Rachel Lama
Updated over a week ago

What happens to a job I'm on after 12am?

Written by Rachel Lama
Updated over a week ago

Error Message: "Entry not found "XXXX"

Written by Rachel Lama
Updated over a week ago

How do I remove a piece of equipment from being active?

Written by Rachel Lama
Updated over a week ago

How do I uninstall an application on my Android device?

Written by Rachel Lama
Updated over a week ago

How do I uninstall an application on my Apple iOS device?

Written by Rachel Lama
Updated over a week ago

How do I view the job history for a customer as a RemoteTech?

Written by Rachel Lama
Updated over a week ago

How do I remove the customer's previous balance from an invoice?

Written by Eric Foster
Updated over a week ago

How do I update the customer's email address?

Written by Rachel Lama
Updated over a week ago

If I change the email address when emailing a customers receipt, does it update the customer's info in SuccessWare21?

Written by Rachel Lama
Updated over a week ago

How do I reload the pricebook / reference library on a Device?

Written by Rachel Lama
Updated over a week ago

How do I terminate the SWRemote application on an iPad/iPhone using iOS 11?

Written by Rachel Lama
Updated over a week ago

How do I terminate the SWRemote application on an iPad/iPhone using iOS 9 or 10?

Written by Rachel Lama
Updated over a week ago

How do I log out of the SWRemote application?

Written by Rachel Lama
Updated over a week ago

How do I build an invoice on the latest version of SWRemote?

Written by Brandon Pearson
Updated over a week ago

What does the cloud button do?

Written by Rachel Lama
Updated over a week ago

How do I enter a zero payment on my device?

Written by Brandon Pearson
Updated over a week ago

How do I search schedules from my device?

Written by Rachel Lama
Updated over a week ago

I accidentally closed out of a job on my device, how do I get it back?

Written by Brandon Pearson
Updated over a week ago

How do I enter my Money Task on a job?

Written by Brandon Pearson
Updated over a week ago

How do I dispatch to my job?

Written by Rachel Lama
Updated over a week ago

How do I set up Wi-Fi on my Android or iOS device?

Written by Rachel Lama
Updated over a week ago

How do I add a job from SWRemote?

Written by Brandon Pearson
Updated over a week ago

How to add parts to calls in order to create requisitions

Written by Brandon Pearson
Updated over a week ago

How do I turn on the microphone on an iPad/iPhone for SWRemote(in iOS7 and up) so I can use the ID TECH Shuttle Card Swipers?

Written by Rachel Lama
Updated over a week ago

How do I force close a job?

Written by Brandon Pearson
Updated over a week ago

How do I remove the SWRemote application from iCloud on an iPhone/iPad?

When I re-install the SWRemote app on my iPhone/iPad, iCloud installs an older version of the SWRemote application. What do I do?
Written by Mark Conschafter
Updated over a week ago

Can I store my log in password for SWRemote?

Written by Brandon Pearson
Updated over a week ago

What does the 10-8 button do in the SWRemote application?

Written by Mark Conschafter
Updated over a week ago

Where does the authorization number display after taking a credit card payment?

Written by Mark Conschafter
Updated over a week ago

How do I perform a timecard punch (Lunch, Avail (ON), Parts Run, etc.)?

Written by Mark Conschafter
Updated over a week ago

How do I process a credit card using a Swipe?

Written by Eric Foster
Updated over a week ago

How do I extend my expected duration once I am onsite?

Written by Mark Conschafter
Updated over a week ago

Do I need a card swiper to process credit cards?

Written by Mark Conschafter
Updated over a week ago

Scanning in items using bar codes for Parts Used section

Written by Mark Conschafter
Updated over a week ago

What can a secondary tech do on the job in SWRemote?

Written by Mark Conschafter
Updated over a week ago

Can I get the jobs on the My Jobs screen to refresh automatically?

Written by Brandon Pearson
Updated over a week ago

Why isn't my map showing up on the Step 1 - Dispatch screen?

Written by Mark Conschafter
Updated over a week ago

How will I know when there is a new version of the application?

Written by Brandon Pearson
Updated over a week ago

UPDATE: My device is stuck "Syncing Company data" after updating SWRemote, what should I do?

Written by Mark Conschafter
Updated over a week ago

Where can I view if a customer has a Contract?

Written by Mark Conschafter
Updated over a week ago

My Keyboard doesn't work well on Android, how do I install a new one?

Written by Mark Conschafter
Updated over a week ago

How to terminate the SWRemote application on an Android Device (Android 5 and higher)

Written by Brandon Pearson
Updated over a week ago

How do I connect the Shuttle Credit Card Swipe with my device?

Written by Brandon Pearson
Updated over a week ago

How do I find my iPads Model Number?

Written by Mark Conschafter
Updated over a week ago

Where do I put in my notes for the job I am on now?

Written by Brandon Pearson
Updated over a week ago

How to toggle Cellular Data on iOS devices

Written by Mark Conschafter
Updated over a week ago

How to toggle Mobile Data on my Android Device?

Written by Mark Conschafter
Updated over a week ago

Can I create or use a Purchase Order (PO) through SWRemote?

Written by Mark Conschafter
Updated over a week ago

Is there a sales kit I can use within SWRemote?

Written by Mark Conschafter
Updated over a week ago

How do I update SWRemote on my Apple (iOS) device?

Written by Mark Conschafter
Updated over a week ago

How do I update SWRemote on my Android device?

Written by Mark Conschafter
Updated over a week ago

How do I add Parts that will not be charged to or seen by the customer?

Written by Mark Conschafter
Updated over a week ago

What does the "Call Timeout" option affect inside Settings?

Written by Mark Conschafter
Updated over a week ago

How do I enter non-customer facing Notes ?

Written by Mark Conschafter
Updated over a week ago

How do I take & view Photos in SWRemote?

Written by Mark Conschafter
Updated over a week ago

Where do the pictures & forms taken through SWRemote get saved in SuccessWare21?

Written by Mark Conschafter
Updated over a week ago

How do I find Location Documents in SWRemote (on a Device)?

Written by Mark Conschafter
Updated over a week ago

How do I add Equipment to a Customer?

Written by Rachel Lama
Updated over a week ago

How do I review the completed Forms in SWRemote (on a Device)?

Written by Rachel Lama
Updated over a week ago

What does the Cloud icon represent on the Customers "Forms" screen, in SWRemote?

Written by Rachel Lama
Updated over a week ago

How do I fill out a form in SWRemote?

Written by Rachel Lama
Updated over a week ago

Is there an App to help me Troubleshoot the Credit Card Swipers?

Written by Rachel Lama
Updated over a week ago

How do Sales Calls work with SWRemote?

Written by Rachel Lama
Updated over a week ago

How do I create new customers through SWRemote?

Written by Rachel Lama
Updated over a week ago

How do I add an existing balance onto an invoice?

Written by Eric Foster
Updated over a week ago

How Do I Add Additional Items To Be Charged After a Credit Card Payment Is Taken?

Written by Eric Foster
Updated over a week ago

Authorization Failed: Invalid Account Number. Please retry your payment or try another payment method.

Written by Eric Foster
Updated over a week ago

What is the workaround to take two different types of payments in SWRemote?

How can I take a payment in multiple forms in SWRemote?
Written by Eric Foster
Updated over a week ago

XML Parse Error:Reason:An Invalid Character was found.

Written by Mark Conschafter
Updated over a week ago

Will requisitions created in the office show up anywhere for the technician to see them?

Written by Mark Conschafter
Updated over a week ago

How can I see an Accounts Receivable balance on a customer before the Payment Screen?

Written by Eric Foster
Updated over a week ago

Where is the "Invoice Number" Field and How Can I Change It?

Written by Mark Conschafter
Updated over a week ago

Error Message: “Authorization failed: Declined. Please retry your payment or try another payment method"

Written by Eric Foster
Updated over a week ago

Questions on emailed receipt: Characters listed under "Item" column

Written by Rachel Lama
Updated over a week ago

No Job Status options are listed in the dropdown on the "Complete Job" screen.

Written by Rachel Lama
Updated over a week ago

How do I select a custom Call Status in SWRemote when completing a job?

Written by Rachel Lama
Updated over a week ago

How can I email the invoice if I already closed the call on my device?

Written by Rachel Lama
Updated over a week ago

Error Message: Cannot completed @ XX/XX/XXXX when Onsite @ XX/XX/XXXX. "Completed" must be on the same date as the "Onsite"

Written by Rachel Lama
Updated over a week ago

Can my techs mark their call as "Ready to Post?"

Written by Rachel Lama
Updated over a week ago

Can I update an email on file for a customer while sending the Invoice?

Written by Rachel Lama
Updated over a week ago

Where do Billable Hours in Job Summary come from?

Written by Rachel Lama
Updated over a week ago

Invalid Opportunity Code: XXXX

Written by Rachel Lama
Updated over a week ago

How is the Total Ticket value calculated?

Written by Rachel Lama
Updated over a week ago

What does the "You saved xx.xx" on my invoice mean?

Written by Mark Conschafter
Updated over a week ago

How can I add a Follow-up Date in SWRemote?

Written by Rachel Lama
Updated over a week ago

What could cause Work Authorization and Work Approval/Payment Signatures to be cleared in SWRemote?

Written by Mark Conschafter
Updated over a week ago

User receives error stating "access violation at address in module 'swapi.dll'"

Written by Mark Conschafter
Updated over a week ago

Unable to apply tax to a task on the invoice

Written by Mark Conschafter
Updated over a week ago

Tax calculating incorrectly with a discount

Written by Mark Conschafter
Updated over a week ago

Error Message: ModInsRecord [Could not locate InvoiceItemID #XXXXXXX for updating cdsItem.]

Written by Mark Conschafter
Updated over a week ago

An alias was not submitted and an alias could not be retrieved because a valid credit card number was not submitted

Written by Eric Foster
Updated over a week ago

Error Message: Invoice number #### has imported timecard labor and cannot be updated

Written by Mark Conschafter
Updated over a week ago

Error Message: Invalid invoice number override ['XXXXXXX'] is not a valid integer value

Written by Mark Conschafter
Updated over a week ago

How do I renew an expired agreement from the field?

Written by Mark Conschafter
Updated over a week ago

How do I renew an existing agreement in SWRemote?

Written by Mark Conschafter
Updated over a week ago

How do I mark an item on the invoice as an 'Add On'?

Written by Mark Conschafter
Updated over a week ago

How do I choose a Price Level for a Task on my invoice?

Written by Mark Conschafter
Updated over a week ago

How do I add a visit to a job?

Written by Mark Conschafter
Updated over a week ago

No requisition comes across in SuccessWare 21

Written by Eric Foster
Updated over a week ago

No companies are listed in the drop-down menu at login screen

Written by Eric Foster
Updated over a week ago

Invalid password for user (asdm1) Could not log in to SW

Written by Eric Foster
Updated over a week ago

Error Message: null is not an object (evaluating 'recpricebook taskpricelevel.data')

Written by Mark Conschafter
Updated over a week ago

Error Message: Invoice number XXXXXX can only be updated by the primary employee

Written by Mark Conschafter
Updated over a week ago

Error Message - The new/renewal agreement has been modified within SuccessWare, it can no longer be updated from the field

Written by Mark Conschafter
Updated over a week ago

Error Message - Invoice number "XXXXX" is posted and can not be updated

Written by Mark Conschafter
Updated over a week ago

Error Message - Invalid part/labor/misc item number XXXXX

Written by Mark Conschafter
Updated over a week ago

Discount not being applied to items on the invoice

Written by Mark Conschafter
Updated over a week ago

Error Message: Could not update Source Agreement with information from new Renewal Agreement

Written by Mark Conschafter
Updated over a week ago

Can I mark a Line Item as Declined Work?

Written by Mark Conschafter
Updated over a week ago

Can I Collect Payment for More than the Invoice Total?

Written by Mark Conschafter
Updated over a week ago

Error Message: "Invalid Tax Code" Error

Written by Mark Conschafter
Updated over a week ago

Error Message: Unexpected failure; Expected Duration must be greater than 5 min and less than 24 hours

Written by Mark Conschafter
Updated over a week ago

Conflicting entry: Dispatched / Onsite @ X:XX on [Date]

Written by Mark Conschafter
Updated over a week ago

Error Message: Could not locate Pay Item #XXX

Written by Mark Conschafter
Updated over a week ago

Error Message: Cannot modify timecard; Remote control is not enabled

Written by Mark Conschafter
Updated over a week ago

How can I tell if the customer has an email on file?

Written by Mark Conschafter
Updated over a week ago

Error Message - Could not identify call via the Assignment ID [Assignment not found "#xxxxxx"]

Written by Mark Conschafter
Updated over a week ago

Assignment with no scheduled time returned from SuccessWare21

Written by Mark Conschafter
Updated over a week ago

How do I update SWRemote?

Instructions on how to update the SWRemote App on iOS and Android.
Written by Eric Foster
Updated over a week ago

How do I clear the cached DNS on my Apple device?

Written by Mark Conschafter
Updated over a week ago

How do I clear the cached DNS on my Android device?

Written by Mark Conschafter
Updated over a week ago

How do I know what model iPad I am using?

Written by Mark Conschafter
Updated over a week ago

How do I initiate screen sharing?

Written by Mark Conschafter
Updated over a week ago

How does a technician receive updated job information in SWRemote when a change has been made in SuccessWare21?

Force Resync
Written by Eric Foster
Updated over a week ago