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 Production feature allows users to manage their work orders.
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 (desktop) and not in the Mobile App.
General Settings
General Settings
Navigation: Main Menu > Setup > Settings > General (tab).
Mobile App > Timekeeping: 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 (e.g. customers can sign when a technician arrives and leaves to serve as proof that the technician was at their premises for the specified period).
Mobile App > Timekeeping: Enable Geolocation on Start/Stop: Checkbox. If checked the location as per the user's default map software is recorded when a travel timekeeping record is started and stopped. Users must have map software installed and grant the necessary permissions.
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).
User Settings
User Settings
Navigation: Main Menu > Setup > Settings > Users (tab) > Double-click a username
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 only (Search): Allows users to search for an item using text by default.
View only (Scan): Allows users to scan a QR Code that represents the item's code by default.
Full Access (Search): Allows users to search for an item using text by default and to update inventory transactions.
Full Access (Scan): Allows users to scan a QR Code that represents the item's code by default and to update inventory transactions.
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.
Transaction Settings
Transaction Settings
Navigation: Main Menu > Setup > Settings > Transactions (tab)
Add the following setting to the Transaction Type that you use for production (e.g. Work Orders) and check the checkbox in the Value column:
Mobile App > Production > Enable Transaction
Mobile App > Timekeeping > Enable Transaction
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 for 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 tile menu,
Refresh (button): Updates the data with any changes, where applicable.
Username (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. 25.01: For information purposes only. Displays the app version.
Large Buttons to navigate to the specific modules.
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.
Scanner Not Working: 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
Page updated
Report abuse