Mobile App

💡These articles explain the BOS Professional Mobile App: signing in, settings and permissions, the dashboard, approvals, customers, deliveries, inventory, the Service Manager and the Tracker.

Articles#

• Approvals: Describes the list of transactions awaiting approval and the detail screen's buttons and fields.
• Approvals Tutorial: Shows how to approve, decline and reset checklist items, add notes and view a transaction's items and PDF.
• Customers: Describes the customer list, the detail tabs and the customer, contact and address forms.
• Customers Tutorial: Shows how to add and edit customers, contacts and addresses, and how to phone, email or navigate to a customer.
• Dashboard Tutorial: Shows how to choose the Dashboard's reports in the desktop app and view them in the mobile app.
• Delivery: Describes the Delivery Note list, its actions and the detail screen.
• Delivery Tutorial: Shows how to deliver and capture a signature, complete a Delivery Note and navigate to the address.
• Inventory: Describes the inventory list, the scanner and a material's details.
• Inventory Tutorial: Shows how to find a material, scan a barcode and view prices, quantities and specifications.
• Service Manager: Describes the ticket list, the ticket detail tabs and the ticket and response forms.
• Service Manager Tutorial: Shows how to create and edit tickets, add responses and view linked transactions and tickets.
• Settings & Permissions: Lists the desktop staff settings that control what you can see and do in the mobile app, with troubleshooting.
• Sign In and Basic Features: Describes the sign-in screens, the top bar and the Home screen.
• Sign In and Basic Features Tutorial: Shows how to sign in, change or reset your password, switch to Dark Mode and customise the Home screen.
• Tracker: Describes how to record time against production tasks and downtime in the mobile app.
• Tracker Tutorial: Shows how to check in with a PIN, share a device, and start, edit, change and stop timekeeping, record downtime and update the team on the Mobile App Tracker.