Adding a Form to a Status Create statuses and set up data entry fields corresponding to the order status. This allows assigned users to input information relevant to the...
Add a New Client The Client list displays each client profile stored in the system. Use the Client list to create, view, or edit client profiles. Saved...
How to Get Driving Directions to an Order on a Mobile Device This video shows you how to quickly and easily get turn by turn directions to a client address on an...
Calling a Customer from an Order on a Mobile Device This video shows you how to quickly and easily call a client attached to an order. Though screens are from...
Updating the Status of an Order on a Mobile Device This video shows you how to update the status of an order from a handset. Though screens are from an...
Receiving Order Updates on a Mobile Device This video shows you how a mobile user will receive and view new orders or updates to orders. Though screens...
Order Status Emails We have added the ability to provide a copy of the order detailed report to customers when needed. Mobile workers...
Search Clients in Live View Use the search box to search for specific users/devices, geofences, or addresses on the map. Predictive text offers you matching...
Create Order from Live View Find the closest user to a specific location and quickly create an order from the map without having to go...
Importing Clients We have added a new feature within the web app that allows web users the ability to import their list...