Quick start guide
We have a great double sided getting started guide here if you prefer to download and print a guide. Android quick start guide.
Or just read the getting started sections below.
Logging in
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| Open the Android app, then sign in with your email and password. You can also tap the QR icon to login with a barcode (if setup) | You will then see the jobs list as above. |
Accepting or declining a job (if enabled) and job options.
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| You can then Tap to Accept or Decline | You can also tap on the Options to decline the job later or reassign / Pause if you have permissions. |
Completing job steps
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| Tap into the Steps menu as above. | Then tap on the appropriate step to complete it. as above. once all steps are complete, the job is complete. |
Use the Map
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| Tap the Map button | Then you can tap and interact with the job - get directions etc. |
Job Fields or Notes
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| Tap into the Job field and action it as in the pictures above | The above is a photo field. |
Job Invoice
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| If you are using Invoices, you can tap on invoice to update it. | If you have permissions you can add items and edit the invoice. |
Job reports
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| You can tap on Reports to send an invoice among other things. | You also can send other reports |
Add a Customer signature and photo
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| Tap into the signature area then you can sign on screen or as described here. | The customer can sign with their finger, you can add a photo too. |
Create a Job (if you have permission)
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| Tap the 'Create Job' plus icon on the bottom right | Choose the job template and fill out the job details (customer, address, worker etc etc). |