Mobile App Training Videos

Login:


How to login

 

 

Admin:


How to Manage Mobile App Users

 

 


How to Manage CRM Pro Plus Users

 

 


How to Connect the Mobile App to Your Server

 

 


Configuring the Shop Calendar

 

 


Configuring Holidays for the Shop Calendar

 

 


How to Update User Role Security

 

 


Mechanic Setup

 

 


Service Scheduler Module Configurations

 

 


Service Team Setup for Job Scheduler

 

 


Setting Top 8 Canned Jobs for Appointment Calendar

 

 


Setting Up a Technician to Access the Mobile Application

 

 


Skill Set Setup for Job Scheduler

 

 


Technician Cause and Correction Pick List

 

 


Android Barcode Scanner Application Installation

 

 


Setting up Charge it Pro Android Device

 

 

Appointment Calendar:


Creating a Service Appointment

 

 


How to Convert A Service Appointment

 

 

Check-In:


Check-In Service Department

 

 

Time Clock:


How to View Work Order Information

 

 


How to View Unit Information

 

 


How to View or Login to On Hold Jobs

 

 


How to View Documents Per Job

 

 


How to View Customer Information

 

 


How to Remove an Attachment from a Job

 

 


How to Record your Premise Time for the Day

 

 


How to Logout of a Job

 

 


How to Login to a Job via Mobile Application

 

 


How to Login to a Job not on Your Schedule

 

 


How to Attach an Image to a Job

 

 


How to Login to a Job not on Your Schedule

 

 


How to Attach an Image to a Job

 

 

Scheduler:


How to Schedule a Job Via Work Orders

 

 


How to Unschedule Labor from a Technichian’s Schedule

 

 

Parts:


How to Enter Parts Counts

 

 


How to Load a Parts Count to the Mobile Application

 

 


How to Initalize a Cycle Count

 

 


Year End Parts Count Initialization

 

 

Inventory:


Browsing Unit Inventory

 

 


Document Management