Overview

The mobile app can be accessed from a browser and is customised to work on mobile devices and desktop computers. It links to the same database that BOS Professional links to.

If a user is connected to more than one database, they are asked to select one at login.

The Customers interface allows you to view and edit customer records. It also lets you click an icon to phone, email, or navigate to the customer.

These tutorials explain how to manage customer records from the mobile app, including contacting them or navigating to their premises.

Click indicates you should left click your mouse button or tap if your device has a touchscreen.

How to Display a List of Customer Records

1. Log into the Mobile App.

2. Click Customers (tile button).

3. A list of customer records is displayed.

How to Add a Customer Record

1. Log into the Mobile App.

2. Click Customers (tile button).

3. A list of customer records is displayed.

4. Click the + button in the bottom right corner.

5. Complete the details on the popup.

6. Click Add (button).

   • Note: More information can be added from the various tabs after the record is added.

How to View Customer Details

1. Log in to the Mobile App.

2. Click Customers (tile button).

3. A list of customer records is displayed.

4. Click an entry on the list.

5. Information about the customer is displayed across three tabs:

   1. Information

   2. Contacts

   3. Addresses

How to Edit Customer Details

1. Log in to the Mobile App.

2. Click Customers (tile button).

3. A list of customer records is displayed.

4. Click an entry on the list.

5. On all three tabs (Information, Contacts, and Addresses) certain fields are editable, and a pencil icon is displayed next to these fields. 

6. Click the pencil icon next to any of the editable fields and complete the details on the popup.

7. Click Save (button) to close the popup if fields were edited else click Close (button).

How to Phone a Customer using the Mobile App

This feature only works from a mobile device that has calls enabled (i.e. has airtime).

The phone number should be in this format: +27 21 801 3697

1. Log into the Mobile App.

2. Click Customers (tile button).

3. A list of customer records is displayed.

4. Click the customer you want to phone on the list.

5. On the Information (tab) click the telephone icon next to the telephone number.

6. Your device will open the call interface with the number filled in.

How to Navigate to a Customer using the Mobile App

For this feature to work you must have a navigation app (e.g. Google Maps) installed on your device. You must also grant the various permissions as prompted.

1. Log into the Mobile App.

2. Click Customers (tile button).

3. A list of customer records is displayed.

4. Click the customer you want to go to.

5. Click Addresses (tab).

6. Click the Navigation icon (icon below the pencil).

7. Your default map app will be opened with the customer's address entered as the destination.

How to Email a Customer using the Mobile App

This feature opens your existing default email client with the customer's email address filled in. It does not provide direct email facilities.

1. Log into the Mobile App.

2. Click Customers (tile button).

3. A list of customer records is displayed.

4. Click the customer you want to email.

5. Click Contacts (tab).

6. Click the Email icon next to the contact you want to email.

7. A new message will be opened with your default return address and the contact's email address.

8. Complete the email as needed.