Mobile App Settings

Download Mobile App Settings PDF

Mobile app access and licenses are provided to field employees.

Their login credentials and permissions are set up for each of them on the add or edit field employee page. The settings for the app, on the other hand, are set up on the Mobile App settings page by Office Users who have permission to do so.

To set up Mobile Application settings, go to Settings > Mobile App.

General Settings

At the General tab, set up the general settings for the Mobile App.

Sync Data with Mobile App every (min)

Set the sync frequency of data into the mobile app, in minutes. The app will update according to the set frequency.

Can Driver Edit Sync Interval

This setting will allow the driver or mobile app user to make changes to the Sync Data with Mobile App settings.
Tick the checkbox if the action will be allowed. Uncheck if the action will not be allowed.

Download Job Data to Mobile App with Full Sync for (days)

Set how far back job data can still be downloaded into the mobile app.
This is set in days.

Download History Data to Mobile App for (months)

Set how far back historical data can still be downloaded into the mobile app.
This is set in months.

Default Screen

Select which of the options from the drop-down will be the default login page of the mobile units.

Can Field Employee Edit Default Page

This setting will allow the driver or mobile app user to make changes to the Default Screen settings of his mobile app.
Tick the checkbox if the action will be allowed. Uncheck if the action will not be allowed.

Sync Images only on WiFi

Tick the checkbox to limit syncing of images only on WiFi.

Hide internal notes from field employees

This setting will allow the driver or mobile app user to access notes that may or may not be for office or supervisory use only.
Tick the checkbox to disable mobile app user access to the internal notes.

Allow edit customers

This setting will give the mobile app users permission to change/edit customer data.
Leave the checkbox unticked if the users will not be given permission to edit any customer data.

Send estimate\invoice\form from company email

This setting will allow the mobile app user to forward or send estimates/invoices/forms from their mobile phones using their company email.
The user will not be able to send or forward any invoice/estimate/form from the mobile app if this is left unticked.

Allow supervisors to view other field employee jobs

This setting will provide access to supervisors to view jobs by other field employees especially those under their supervision.
Tick the checkbox and access will be provided.

Allow field employees see jobs of other employees in the history section

This will allow field employees to be able to see the job history of the current job they are working.

Can Field Employee Add Timesheet Entries

This setting will allow the field employee mobile app users to add/create their timesheet entries.

Can Field Employee Edit Timesheet Entries

This setting will allow the field employee mobile app users to edit their timesheet entries.
If the checkbox is left unticked, users will not be able to edit any timesheet entries that they add.

Alert Office User of any Closed Records Longer than (hr)

This setting will send alerts/notifications to the Office Users if a record has been closed. On the field, indicate the number of hours a record has been closed for the alert to trigger.
One alert will be sent for each closed record.

Alert Office User of any Open Records Longer than (hr)

This setting will send alerts/notifications to the Office Users if a record has been opened. On the field, indicate the number of hours a record has been open for the alert to trigger.
One alert will be sent for each open record.

Snowplow Settings

Customer Search Radius (miles)

This setting allows the driver or a field employee to search the location of their customer that lie within the set radius.
Set the search radius in miles.

Can Driver Edit Radius

This setting will allow the driver or field employee to revise the set search radius on their mobile app.

Estimate Settings

Sync Way

This setting determines how estimates are to be synced, either one way or two way, that is from the field employee’s mobile app or from and to the user’s app.

Sync Period

Select the estimate sync schedule, either weekly, monthly or per payroll period one.

Invoice Settings

Sync Way

This setting determines how invoices are to be synced, either one way or two way, that is from the field employee’s mobile app or from and to the user’s app.

Sync Period

Select the invoice sync schedule, either weekly, monthly or per payroll period one.

Scheduling Settings

The Scheduling section provides various Job related settings.

Allow to put the job on hold

By enabling this option, it will allow the mobile app users to put a customer’s job on hold.

Hide purchase orders in job

By enabling this option, it will deny mobile app users’ access to the purchase orders associated with the job.

Hide estimates in job

By enabling this option, it will deny mobile app users’ access to the estimates associated with the job.

Hide equipments in job

By enabling this option, it will deny mobile app users’ access to the equipment list associated with the job.

Hide job history in job

By enabling this option, it will deny mobile app users’ access to the history of the job.

Allow edit job history

When disabled, the mobile app user won’t be able to view and edit the history for the customer they are working at.
When this option is enabled, the mobile app user can view the history and they can even edit the jobs associated with other field employees as well. The mobile app users can edit the job history for the jobs having different status (Not Started, In Progress, On Hold, Completed)
For this setting to work, the users must be allowed to view the job history for other field employees. You can find this option under the General section of the Mobile App Settings.

End travel time on job start
When enabled, once the tech starts the job from their mobile app, the travel time will automatically end. If this option is disabled, then once the tech starts the job, they have to manually push the button ‘End Travel’ to stop the system from counting the travel time.

Allow option to create reminder task
When enabled, the mobile app users can create a reminder task for the office users without putting the job on hold. To create a reminder task, the mobile app user have to open the job screen and push ‘Done’ button. Thereafter a menu will display to them where they can see the option to ‘Create reminder task’.

Download History Data to Mobile App for (months)
Set how far back in time, the job historical data can be downloaded into the mobile app. The timeframe can be set in months.