Frequently Asked Questions
Frequently Asked Questions
Encore FAQs
Since Encore is hosted on the cloud, no installations are needed. Customers can access their accounts from anywhere using a secure web login portal. However, certain functionalities like Handset Tracking require the mobile app to be downloaded onto your smartphones or tablets.
An unlimited number of users can exist under each tier.
After your Encore account is created, log into https://login.wfmplatform.com/ using the username and password you were provided.
Verify that you’re using the correct credentials. If you have forgotten your password, choose Forgot Password to reset it. If you still can’t access the Encore application, reach out to your system administrator for further assistance.
Yes! You can select the industry that’s most similar to yours and customize the application later to suit your business’s needs.
Download the Encore mobile app through the App Store for iOS devices or via Google Play for Android devices.
Encore is compatible with Apple devices on iOS version 9 or higher and Android devices on version 7.0 or higher.
You can change Encore’s appearance through Administration > Settings > Appearance. You can add your company’s logo to the interface and select branded colors for your application’s theme. For more information, view our tutorials HERE.
Administrators have access to every part of the application, excluding billing. They can see the dashboard, retrieve data, edit charts, and modify the settings of modules. Users have web and mobile access to all modules. They can peruse lists of available modules but can’t add them to the organization’s account. Power users have the same access level as users, with an added ability to edit submitted data. They can analyze, adjust, and approve submitted form and timesheet data, as well as designate forms as shared. Mobile-only users can access and complete all modules from a mobile device but can’t log into Encore’s web version. The account owner is a special type of administrator role. In addition to other administrative privileges, they control the account’s billing information. Only the account owner can change the subscription level, add new licenses, or modify the payment method. There is only one account owner per company. The account owner can’t be deleted or modified by anyone other than the account owner. For more information, view our tutorials HERE.
The account owner will need to contact one of our dedicated sales experts to modify the account’s subscription level.
If you are the current account owner, go to Administrative > Users and select Change Account Owner. You can choose a new account owner from the employees listed. Note: Only one account owner is allowed. Once you remove yourself, you will no longer have the ability to view billing information, add/delete users, or manage subscription levels. For more information, view our tutorials HERE.
The administrators and account owner can make changes to the general account information. For more information, view our tutorials HERE.
Users can be deleted simply by selecting the Delete button next to their name on the user screen. This will not remove any licenses that they have assigned to them. Because the license itself won’t be deleted, it can be assigned to someone else. However, the previous user’s data (forms, timekeeping, etc.) will be lost if the user is deleted. If a user’s historical data will need to be accessed at a later time, it is best to deactivate them instead of deleting them. If licenses are available, a user can be added by selecting Add from the Users screen. If there are no licenses available, the account owner will need to contact their sales rep to purchase additional licenses. For more information, view our tutorials HERE.
Users can be deactivated by going to Administrative > Users. Select the Inactive option under the user’s name. For more information, view our tutorials HERE.
During the signup process, an industry/vertical is chosen, and modules are recommended based off of that particular industry. This gives new customers an easy place to begin. For more information, view our tutorials HERE.
My Modules is the portion of the application that has all the Encore features that are currently available to you.
Modules can be added from the Find Modules section of Administrative > Modules (if you are within your module allotment for your respective subscription level). If more modules are needed and your subscription level needs to be upgraded to accommodate this, the account owner will need to contact your Actsoft sales representative. For more information, view our tutorials HERE.
Access the module in question from My Modules or Find Modules. Choose the edit button. The form will open, and you can then delete/add fields to suit your business’s objectives. You can rename a module as well, but if it becomes renamed, your analytics for that particular module will start at the time the name was changed. For more information, view our tutorials HERE.
Forms are designed to capture the metrics that are important to your business. They can also be edited to include any additional fields you may need that isn’t already there. For more information, view our tutorials HERE.
The two types of available reports for Wireless Forms include Entry Details and User Activity Summary. For more information, view our tutorials HERE.
Scheduling a report means the report is set to automatically go out on a certain cadence. Running a report creates one on the fly. For more information, view our tutorials HERE.
Choose the Entries tab to see information entered into modules by users. Users are listed in a grid-style layout. Select the View option next to a username to see all entries made in the module during a given time period. Note that the grid won’t show any entries until you’ve performed a search. For more information, view our tutorials HERE.
The Dispatching dashboard displays a generalized overview of work orders, tasks, and statuses. See a breakdown of active orders, check the workload of orders due by day, and view the number of orders by status for each user. The time period defaults to This Week but can be changed to show Today, Yesterday, Last Week, This Month, or Last Month. For more information, view our tutorials HERE.
From Dispatching > Orders, choose New and complete the order form. For more information, view our tutorials HERE.
Orders can be created within Encore and assigned to employees at a later time. For more information, view our tutorials HERE.
From Dispatching > Orders, choose Edit to the left of the order to make any necessary updates. These options include assigning and reassigning to different users, amending statuses, or canceling an order altogether. For more information, view our tutorials HERE.
Select Add New Client from the Clients tab. Enter the customer information and add a new client. Spreadsheets of clients can also be automatically imported using File Import. For more information, view our tutorials HERE.
Yes! While building out the order, select New Client and complete the information. The customer will then be saved to your customer list as you continue finishing the order creation process. For more information, view our tutorials HERE.
From Administrative > My Modules > Dispatching, choose Edit and then select Module Settings. Click New Service Type or New Status Type to create new fields. Save your new fields, and they will then be ready for use when completing an order. For more information, view our tutorials HERE.
Use Intra-Company Messaging to view and send messages to other application via desktop-to-handset integration. Encore notifies you of new communications in two ways: The menu item will show the number of new messages in your inbox, and any messages that you receive while you have the application open will display briefly and then disappear. For more information, view our tutorials HERE.
You can only communicate with users on the account who are also using the Intra-Company Messaging tool. It won’t work as an email or text message to anyone who isn’t using Encore. For more information, view our tutorials HERE.
The dashboard(s) displays analytics on all tracked vehicles and devices. On the Summary Bar along the top, event data such as total stops, total trip time, and total mileage are displayed. In addition, summary data is shown below in panels. This Week is the default time period for displayed information on the dashboard. However, you can select the drop-down list at the top of your screen to designate another period of time. Select from: Today, Yesterday, This Week, Last Week, This Month, and Last Month. For more information, view our tutorials HERE.
Live View allows you to see all near real-time information about your devices and users. You can view the last known locations, timekeeping statuses (if applicable), movement reports, and the amount of time passed since the last GPS update. Live View is accessible in the search function, the user list panel, and the map. For more information, view our tutorials HERE.
Geofences are digital perimeters you define that are used to designate areas of interest, such as offices, job sites, or zones for employees to keep out of. Geofences can be established in either polygon or circular shapes and are found under the Intelligent Tracking menu. For more information, view our tutorials HERE.
Under Tracking > Reports, the available reports include: Stops Time and Mileage, Start and End Time, and Tracking Summary. For more information, view our tutorials HERE.
The Mobile Timekeeping dashboard displays at-a-glance information about time worked by users in a chart-style layout. For more information, view our tutorials HERE.
All customer data is housed on the portal for a rolling one-year period. However, extended storage is available for an extra cost.
