Quick Overview of the Mobile App


Once you have correctly logged in, you will see the main Menu page that looks like this.


Let’s quickly cover off what each icon means:




The Forms module contains any forms that you have in your account based on your login credentials. Different User Groups can see different forms in their account.




The Jobs module lists both the Quotes and Active Jobs that you have in your account. If you select Jobs and then Active Jobs.




Resources are “read-only” reference documents and images that can be uploaded in the Management Portal and then viewed by users in the App.




The Clients Module gives you the ability to view all related customer information and communicate with your customers.




The Accounts Module includes the Quoting, Invoicing & Expenses tools to help manage your business finances more efficiently.




The Diary Module assists in planning jobs and appointments with or without the assistance of the Scheduler.


You will find more information on each of these modules later in the Getting Started Guide.

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