Embedded Files
Overview
Overview
The Mobile App provides businesses with a streamlined solution for managing key operational tasks remotely, focusing on timekeeping, inventory and approvals.
The app is a Progressive Web App (PWA) which can be installed from the browser to run like a native application.
The Timekeeping feature allows employees to record their work hours accurately and efficiently, facilitating better workforce management.
The Approvals functionality ensures that business-critical processes are validated through a structured, multi-level approval workflow. This ensures compliance, accountability, and efficient operational oversight, whether managing staff time or approving purchases and other requests.
The Inventory feature allows users to check and update Inventory totals.
The Mobile App's intuitive interface and mobile compatibility make it accessible for employees and managers alike, supporting productivity from any location.
Table of Contents
Settings
Settings
ℹ️ These settings are set in BOS Enterprise and not in the Mobile App.
General Settings
General Settings
Navigation: Main Menu > Setup > Settings > General (tab).
Mobile App > Capture Signature on Timekeeping Start and Stop: Checkbox, if checked provision is made for the Timekeeping record to be signed. Once signed, a screenshot is taken which includes the Start and Stop times and saved as an Attachment to the Transaction (e.g. Work Order) or Service Manager Ticket. The feature was originally created for customers to sign when a technician arrives and leaves to serve as proof that the technician was at their premises for the specified period.
Production > Tasks Transactions: Provides a dropdown list of Transaction Types in the Value column to select the Transaction Type to use in digital Production Tasks.
The selected Transaction Type must have
Default Statuses selected for Pending and Complete.
Have the Assign to field selected under Transaction Types > General > Staff (or Rep & Assign to).
Role Settings
Role Settings
Navigation: Main Menu > Setup > Settings > Roles (tab) > Select a Role. This setting is only required if the Approval functionality will be used.
Access Allowed > Approvals - Access Allowed: The options are:
None
View Only
Full Access
User Settings
User Settings
Navigation: Main Menu > Setup > Settings > Users (tab) > Double-click a User name.
Mobile App > Inventory - Access Allowed: Select access from one of the options below. Note that this setting is only required if the Inventory functionality will be used.
None
View (Search): Allows users to search for an item using text by default.
View (Scan): Allows users to scan a QR Code that represents the item's code by default.
View & Update (Search): Allows users to search for an item using text by default and to update the Stock Quantity on the selected item when performing a Stock Check.
View & Update (Scan): Allows users to scan a QR Code that represents the item's code by default and to update the Stock Quantity on the selected item when performing a Stock Check.
Mobile App > Timekeeping Mode: Select from one of these options:
Transactions: Links active Transactions that have Timekeeping enabled (e.g. Work Orders). The Task form is used to assign tasks to Users. Users can typically only see the tasks assigned to them.
Projects: Links active Tasks from active Service Manager Projects. Users can typically only see the tasks for which they were selected as the Resource.
Lookup Lists
Lookup Lists
Main Menu > Production > Timekeeping > Menu (button) > Edit Reference Lookup list: Permits a lookup list to be created for the Reference field of Timekeeping records.
Login Interface Explained
Login Interface Explained
Fields to enter the user's email address and password.
Forget Password (button): Will generate and send a new password if the prompts are followed.
Sign In (button): Logs the user in (if the email and password are correct).
Interface Explained
Interface Explained
BOS Enterprise Name and Logo (left corner): When clicked, returns the user back to the main menu,
Refresh (button): Updates the data with any changes, where applicable.
User name (right corner):
Dark Mode / Light Mode: Allows users to switch their interface to match their preferences.
Help: Navigates to the online help documentation.
Sign out: Allows the users to sign out and return to the login screen.
Ver. 23.01: For information purposes only. Displays the app version.
Switch Database: Only applicable if the user is linked to multiple databases. Allows the user to select a different database.
Buttons to navigate to the specific modules. The available buttons depend on the user's access and are one or more of these:
Troubleshooting
Troubleshooting
Unable to Log In: Check your email/password. Click Forgot Password (button) and follow the prompts.
Camera Not Working: Ensure you have granted the app permission to use your camera. Else use Search instead of Scan.
Missing a Feature: Check with your admin that you have been granted the necessary access in BOS Enterprise to use that feature.
Data is not Updating: Click Refresh (button) if available or Log Out and Log In again.
Error Message Displayed: Read the popup error message and take the action needed to fix the error.
Related Topics
Related Topics
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