Mobile App

💡These articles explain the mobile app's settings and sign-in, and how to use its Approvals, Customers, Deliveries, Inventory, Production, Service Manager and Timekeeping modules.

Articles#

• Approvals: Describes the list of transactions awaiting approval, the detail view's tabs and the checklist item menu.
• Approvals Tutorial: Shows how to approve, decline and reset checklist items and add notes from the mobile app.
• Customers: Describes the customer list and the details, contacts, addresses, accounting and attachments tabs.
• Customers Tutorial: Shows how to find a customer and view their details and attachments from the mobile app.
• Deliveries: Describes the delivery list and the menu options to deliver, view, navigate to and complete a delivery.
• Deliveries Tutorial: Shows how to have a delivery note signed, mark an order delivered, navigate to the customer and add images and notes.
• Inventory: Describes scanning and searching for items, the prices, inventory and batches tabs, and updating stock quantities.
• Inventory Tutorial: Shows how to generate QR codes, look up an item and update its stock quantities from the mobile app.
• Login and Passwords Tutorial: Shows how to sign in to the mobile app, reset your password and share a device for production timekeeping.
• Production Planning Timekeeping Tutorial: Shows how to record time on production tasks, change the team size, record downtime and create NCRs from the mobile app.
• Production Transactions: Describes the production transaction list, its detail view and copying to Goods Issued and Goods Received.
• Production Tutorial: Shows how to view a Work Order, issue its materials, receive its finished goods and add images and notes.
• Service Manager: Describes the service ticket list, its menu options and the popup for recording travel and work time on a ticket.
• Service Manager Tutorial: Shows how to record travel and work time on a service ticket, navigate to the customer and add images and notes.
• Settings, Login & Troubleshooting: Lists the desktop settings each mobile module needs and describes signing in, passwords, the top bar, the Tile Menu and common problems.
• Timekeeping (Production Planning): Describes the Tracker login, the task list, its menu options and starting and stopping timekeeping on production tasks.
• Timekeeping (Projects and Transactions): Describes the timekeeping list, its menu options and the form for recording travel and work time.
• Timekeeping Tutorial: Shows how to start, stop, edit and delete travel and work timekeeping records from the mobile app.