Mobile App (Browser)

Settings

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

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).

• Also see the Timekeeping Module for shared Tracker/Mobile timekeeping settings.

User Settings

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 planning. 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. 

Transaction Settings

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

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

• Mobile App > Production > Enable Transaction

• Mobile App > Timekeeping > Enable Transaction

• Mobile/Tracker > Module: Deliveries

• Mobile/Tracker > Module: Timekeeping

Lookup List

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.

Sign in Interface Explained

• Fields to enter your email address and password.

• Forgot Password (button): Generates and sends a new password if the prompts are followed.

• Sign In (button): Signs the user in (if the email and password are correct). If no databases are linked to the user, a message is displayed requesting the user to contact QE helpdesk.

• If the user is linked to more than one database, a dropdown list of databases is displayed directly after they sign in for selection.

Interface Explained

• BOS Enterprise Name and Logo (left corner): When clicked, returns the user back to the main tile menu. Changes as buttons are clicked.

• 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 sign in screen.

  • Ver. 26.01: For information purposes only. Displays the app version.

• Large Buttons to navigate to the specific modules. 

  • Approvals

  • Deliveries

  • Inventory

  • Production

  • Timekeeping (depends on the selected timekeeping mode: Can be Projects, Transactions, or Production Planning Tasks)

  • 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.

Troubleshooting

• Unable to Sign 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 Sign Out and Sign In again.

• Error Message Displayed: Read the popup error message and take the action needed to fix the error. 

Related Topics

Mobile App

• Settings & Reference

• Login & Password Reset Tutorials

• Approvals

  • Reference

  • Tutorials

• Deliveries

  • Reference

  • Tutorials

• Inventory

  • Reference

  • Tutorials

• Production Transactions

  • Reference 

  • Tutorials

• Service Manager

  • Reference

  • Tutorials

• Timekeeping (Production Planning)

  • Reference

  • Tutorials

• Timekeeping (Projects and Transactions)

  • Reference

  • Tutorials