Enterprise App Articles
Added in Version 0.29 Overview In this article we’ll describe how to get the serial numbers from a Job in Bridge Select. NOTE: You must first create the Job in Bridge Select and it must be In Progress. Get the Serial Numbers from a Bridge Select Job Open the PV Read more…
Added in Version 0.29 Overview In this article we’ll describe how to update a Job in Bridge Select. NOTE: You must first create the Job in Bridge Select. Update a Bridge Select Job Open the PV Installation Job you want to update in Bridge Select. Click the Bridge Select button. Read more…
Added in Version 0.29 Overview In this article we’ll describe how to create a Job in Bridge Select. NOTE: At the moment, only PV Installation Jobs can be created in Bridge Select. Create a Bridge Select Job Open the PV Installation Job you want to create in Bridge Select. Click Read more…
Overview In this article we’ll explain how to perform a stocktake using the Stocktake Journal. How to perform a stocktake Open the Main Menu and scroll down to JOURNALS. Click Stocktake Journal. All inventory products will be shown. Input the Actual Inventory quantity for each product. The Current Inventory quantity is shown as a Read more…
Overview The Timesheet Export Report can be used to export Timesheet hours per user for a certain period. How to run the Timesheet Export Report Open the Main Menu and scroll down to REPORTS Click Timesheet Export Report When the report opens, a report filter screen will popup Input the date range you would Read more…
Overview In this article we’ll explain how an admin user can view and edit Timesheets submitted by users. View Timesheets from the Users List Open the Main Menu and scroll down to CONFIGURE. Click Users. Select a user and click Timesheet. This will give you a weekly overview of that user’s timesheets and allow Read more…
Overview In this article we’ll explain how to add a new setup Location Services on a user device. This is required for location tracking in Timesheets. Setup Location Services Get the user to open the app on their device. Open the Main Menu and scroll down to ENTERPRISE APP. Click Setup Location Services. Click Enable Read more…
Overview In this article we’ll explain how to add a new Timesheet Location. These can be used by users when starting or finishing a Task/Quote/Job (Example: Warehouse, Office, etc). Add a new Location Open the Main Menu and scroll down to CONFIGURE. Click Locations. Click the New button. Input a Location Name, this will be Read more…
Overview In this article we’ll explain how to configure Timesheets. Setup Distance Allowance Open the Main Menu and scroll down to CONFIGURE. Click Settings. Input a value in Distance Allowance (m). This is the distance a user can start and finish a Task/Quote/Job from a certain location (in metres). Setup Timesheet Tasks Open the Main Menu and Read more…
Overview In this article we’ll explain how to Start or Finish a Timesheet. NOTE: You must be on a mobile device to Start/Finish a Timesheet. Start a Timesheet Open the mobile version of the app Click My Calendar Select a Task/Quote/Job and click Start/Finish Enter a Start Date and Start Read more…