Settings, Login & Troubleshooting
Overview
The Mobile App lets you work with BOS Enterprise from your phone, tablet or computer. It runs in any browser, and you can install it from the browser to use it like any other app.
- Approvals: Approve transactions.
- Customers: Look up customer details, contacts and addresses.
- Deliveries: Have delivery notes signed on delivery.
- Inventory: Check and update stock quantities.
- Production: Work with Work Orders and other production transactions.
- Service Manager: Work on service tickets, with one tile per service class.
- Timekeeping: Record work and travel time against projects and transactions or production planning tasks.
Settings
Note
The mobile app's settings are set in BOS Enterprise (desktop), not in the Mobile App. If a feature is missing from the app, check these settings first.
General Settings
Note
The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Items & Inventory > Decimals used to display Inventory quantity (0-4) | The number of decimal places (0 to 4) shown for quantities in the Inventory module. | 0 |
| Mobile App > Timekeeping: Capture Signature on Timekeeping Start and Stop | Checkbox. If checked, a timekeeping record can be signed (for example, by a customer when a technician arrives and leaves). The signed record, with its start and stop times, is saved as an attachment to the transaction or service ticket. | Unchecked |
| Mobile App > Timekeeping: Enable Geolocation on Start/Stop | Checkbox. If checked, your location is recorded when a travel timekeeping record is started and stopped. You must allow the app to use your location. | Unchecked |
| Production > Tasks Transaction | The Transaction Type used for digital Production Tasks. The Transaction Type must have default statuses for Pending and Complete, and the Assign to field selected under Transaction Types > General > Staff (or Rep & Assign to). | Not set |
See the Timekeeping Module for the timekeeping settings that the mobile app shares with the Tracker app.
User Settings
| Setting | Description | Default |
|---|---|---|
| Setups > Customers - Access Allowed | Whether you can open the Customers module: None, All (all customers) or Mine (Rep) (only customers for which you are the rep). | None |
| Setups > Customers Accounting - Access Allowed | Checkbox. If checked, the Accounting tab appears on a customer's details. | Unchecked |
| Mobile App > Enable Service Manager | The service classes that appear as tiles on your Tile Menu. Only classes that do not use projects can be selected. Timekeeping against Service Manager projects is set with Mobile App > Timekeeping Mode instead. | Not applicable |
| Mobile App > Hide Prices in Inventory Module | Checkbox. If checked, prices are hidden in the Inventory module. | Unchecked |
| Mobile App > Hide Prices in Transaction Modules | Checkbox. If checked, prices are hidden in the transaction modules. | Unchecked |
| Mobile App > Timekeeping Mode | What the Timekeeping tile opens. You can only record time for the selected mode, so two people may see different screens when they tap the tile.
| Transactions |
| System > QuickEasy Login (PIN) | The PIN you use to sign in to the Tracker app, and to production timekeeping on a shared device in the mobile app. | 0 |
Transaction Settings
Add these settings to the applicable Transaction Types and check the checkbox in the Value column:
| Setting | Description | Default |
|---|---|---|
| Mobile App > Production: Enable Transaction | The Transaction Types listed in the Production module. | Unchecked |
| Mobile App > Timekeeping: Enable Transaction | The Transaction Types you can record time against in the Transactions timekeeping mode. | Unchecked |
| Mobile/Tracker > Module: Deliveries | The Transaction Types listed in the Deliveries module. | Unchecked |
| Mobile/Tracker > Module: Timekeeping (Production Mode) | The Transaction Type used by production timekeeping. Only one Transaction Type can be used. | Unchecked |
Lookup List
If a Reference lookup list exists, you can select a Reference for a timekeeping record instead of typing one.
Signing In
- Enter your Email and Password and tap Sign In (button). Tap the eye icon to show the password as you type it.
- If you are linked to more than one database, select the database from the dropdown list and tap Continue (button). Each database shows its version in brackets, for example, "Head Office (2601)".
- You stay signed in on the device until you sign out or your sign-in expires. When it expires, Session Expired appears and you sign in again.
- On a shared device, production timekeeping uses a PIN instead. See Timekeeping (Production Planning).
Change Password
The Change Password screen appears after you sign in for the first time, or after you sign in with a password you received by email. You cannot skip it.
- Enter the password in New password and again in Verify Password.
- The password must contain at least one uppercase letter, one lowercase letter, one number and one special character. Any requirement that is not met is listed as you type.
- Tap Save Password (button).
Info
If you create a password on your computer, check that you can easily type its special characters on your phone.
Forgot Password
- Tap Forgot Password on the sign-in screen.
- Enter your email address and tap Send Reset Link (button).
- You receive an email with a new password. Sign in with it, then change it on the Change Password screen.
Top Bar
- BOS Enterprise name and logo (left): Returns you to the Tile Menu.
- Refresh (button): Updates the screen with the latest data.
- Username (right): Opens a menu:
- Dark Mode / Light Mode: Switches the app's colours.
- Help: Opens this help documentation.
- Sign out: Signs you out and returns to the sign-in screen.
- Ver.: The app's version.
Tile Menu
The Tile Menu is your home screen. It has a tile for each module you have access to:
- Timekeeping
- Approvals
- Inventory
- Production
- Deliveries
- Customers
- One tile for each service class enabled for you, named after the class's code (or its description if it has no code).
How to Customise the Tile Menu
- Press and hold anywhere on the Tile Menu until it changes to layout-editing mode.
- Change the layout:
- Drag a tile to move it.
- Select 2, 3 or 4 Items per row.
- Tap × on a tile to hide it. Hidden tiles appear under Hidden Menus; tap + to restore one.
- Tap Reset (button) to return to the original layout.
- Tap Done (button).
Info
The layout is saved on the device, so you may see a different layout on another phone or computer.
Troubleshooting
| Problem | What to check |
|---|---|
| You cannot sign in | Check your email address and password. Tap Forgot Password and follow the prompts. |
| Session Expired appears | Tap OK and sign in again. |
| The camera is not working | Check that you have allowed the app to use your camera. |
| The scanner is not working | Search for the item instead of scanning it. |
| A feature or tile is missing |
|
| Invalid setting. See Settings > Users > User Settings: Timekeeping Mode. appears when you edit or stop timekeeping | The running record belongs to the other timekeeping mode (a project task while your mode is Transactions, or a transaction while it is Projects). Ask your administrator to check your Timekeeping Mode. |
| The data is not updating | Tap Refresh (button), or sign out and sign in again. |
| An error message appears | Read the message and do what it says to fix the error. |
| Something does not work as expected in your browser | Try Google Chrome. |