Mobile App

💡These tutorials explain how to use each part of the Mobile App, from signing in and the dashboard to approvals, customers, deliveries, inventory and the Service Manager.

Tutorials#

• Mobile App Approvals Tutorial: Shows how to approve, decline and reset checklist items, add notes and view a transaction's items and PDF.
• Mobile App Customers Tutorial: Shows how to add and edit customers, contacts and addresses, and how to phone, email or navigate to a customer.
• Mobile App Dashboard Tutorial: Shows how to choose the Dashboard's reports in the desktop app and view them in the mobile app.
• Mobile App Delivery Tutorial: Shows how to deliver and capture a signature, complete a Delivery Note and navigate to the address.
• Mobile App Inventory Tutorial: Shows how to find a material, scan a barcode and view prices, quantities and specifications.
• Mobile App Service Manager Tutorial: Shows how to create and edit tickets, add responses and view linked transactions and tickets.
• Mobile App 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.