Mobile App (Browser)

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 following features are available on the Mobile App:
- Approvals: Transactions can be approved from the mobile app.
- Deliveries: Integrates with delivery notes which can be assigned to a driver.
- Inventory: Inventory totals can be checked and updated.
- Production: Integrates with work orders to capture tasks.
- Service Manager: Updating a ticket.
- Timekeeping: Employees can record their work and travel hours.

Navigation: BOS Mobile App > Login

Table of Contents

ℹ️ These settings are set in BOS Enterprise (desktop) and not in the Mobile App.

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).

Navigation: Main Menu > Setup > Settings > Users (tab) > Double-click a username

Mobile App > Enable Service Manager:
- Provides a list of service manager classes.
- Only classes that do not use projects can be selected.
- There is a separate timekeeping setting to record timekeeping against service manager projects (Mobile App > Timekeeping Mode).
Mobile App > Hide Prices in Inventory module: Checkbox. If checked the prices are hidden.
Mobile App > Hide Prices in Transaction modules: Checkbox. If checked the prices are hidden.
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.
- Production:
  - Links active Tasks from production. If production is selected, certain functions from the Tracker app can also work on the Mobile app.
  - Disables the General Setting: Tracker - Timekeeping Mode in favour of using only production planning.
  - Currently groups and tasks are unsupported on the mobile app.

Navigation: Main Menu > Setup > Settings > Transactions (tab)

Add the following settings to the applicable Transaction Types and check the checkboxes in the Value column:

Navigation: Main Menu > Production > Timekeeping > Menu (button) > Edit Reference Lookup list

Lookup lists can be created or edited. If a list exists, users can select the Reference field for Timekeeping records instead of typing a reference.

Fields to enter your 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).

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.
- Approvals
- Deliveries
- Inventory
- Production
- Service Manager: A button is created for every service manager class that is activated (Mobile App > Enable Service Manager). The name of the button is the class's code, or if the code field is blank, the class's description.
- Timekeeping

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 that you are in the correct database if you have multiple databases assigned to you.
- Check with your admin that you have been granted the necessary access in BOS Enterprise to use that feature.
- Check the settings (see above) to see if the feature was activated (e.g. if you added the setting but forgot to check the checkbox in the Value column.)
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.