Bottom Navigator

The app is divided into five sections: 

  • Home: An overview of all your visits, routes and leads. If you can see more users than your own, a list of all the users

  • Routes: A calendar view of all your routes, summarising the route data in smart cards 

  • Visit List: A list of all your visits, grouped by driver/engineer and date.

  • Leads: A list of sales opportunities you or your users have recorded

  • Settings: the app settings

These sections show in the bottom navigator:

Each screen (except for settings) has filter section on the top right-hand corner, allowing you to filter the data. 


The Home screen summarises the data you currently have in the app. For each admin or regular user, it displays the number of visits, routes and leads. You can click on any of these links and go to the respective screen:

You can filter this view by using the funnel in the top right-hand corner. Here you can select a date range (for the visits) and a subset of your drivers/engineers.


Here you can see your routes for a particular day, in a calendar view. The upper region of the screen displays a calendar (an orange dot below the day indicates that there are routes for that day).

You can click on a route and go the visits list screen pre-filtered for that route.

Use the filter to select a subset of your drivers/engineers:

Expand the calendar to have a full view of the month (press-and-hold the grey caret below the calendar days and then drag the calendar down):

Visit List

The Visits List will be your main screen. Here is where you can record your work. This screen lists your visits grouped by driver/engineer and date. In the screenshot below we can see two visits: one black and the other green. Black means "opened" (the customer has not been serviced yet), while green means "closed" (the customer has been serviced). The symbols right below the customer name give you three essential pieces of information:

  • What is the priority of the visit: The priority is expressed on a scale of 1 to 10, 1 being the higher priority. There's also a colour scale for the priority background: red for 1, yellow for ten and shades of orange in between. 
  • How many jobs do you have inside that visit: In the screenshot below, the first visit has ten jobs while the second one has 1.
  • If the visit has observations from the back-office: When the orange "Obs" symbol is present, you will be able to find observations from the back-office inside. 

You also have a map view where you can see all your visits (and your routes) on the map:

If you click on one visit, you'll be directed to the visit details screen, showing you every bit of information related to the visit. This details screen is a triptych: you have the customer details on the left, the job list on the centre and a media list on the right (containing your media files). Use the top navigator to move between the three screens.

The customer details view (below), show you the customer name, address and other relevant information. You have two action buttons below the customer details that allow you to:

  • Call: to call the customer directly
  • Drive: to open one of the maps apps you have installed on your phone and navigate to your customer.  


The action menu on the bottom-right will allow you to 1) Close or 2) Skip the visit, to enter notes and to record payments (must be configured).

The job list view (below), show you the jobs you have available at your customer. A coloured ballon right below the job label tells you if this job is closed (green), opened (grey) or servicing (red). A preview of the relevant info related to the job is also shown (like the equipment characteristics and location).

Click on the job to see its details (below). This is the screen where you will do most of your work. To be able to interact with this screen, you must "start servicing" the job (and the job timer starts). Start servicing by pressing the button right at the top of the screen (please note that this button may read "Reopen Job" instead of "Start Servicing" if the job is closed).

The screen is divided into seven sections, most of them optional (they can show or hide according to your company settings). The sections are:

  • Equipment details: Edit the equipment location, make, model and serial number (you can scan it instead)
  • Items delivered: Edit your items or add new ones by pressing the "Add" button
  • Items to order: Same as previous, but for items to order (you don't currently carry them in your stock, but your service needs them)
  • Photos: Take photos or add them from the photo library
  • SCMA Codes: This is an optional block, discussed in a specific article.
  • Custom Fields: This section contains fields specific to your company. They can be added through our API. 
  • Observations: A memo field for you to write notes about the job. 


When you add or edit an item (below), you must:

  • Choose your item from the list
  • Specify a quantity
  • Choose if you want the back-office to replenish this item (your mileage may vary on this - it strongly depends on your setup)

The media list view (below), gives you a list of the media files related to this visit (these can be photos, videos, pdf's and sound recordings):


Here you can view and record your sales opportunities (also referred to as leads). You can filter the list by pressing the top right-hand corner magnifier glass.

To create a new lead, press the "Plus" button on the bottom right-hand corner. The screen below will show.

Here you can enter your lead details. Be sure to enter at least one form of contact (phone or email) - if you don't, we won't let you save it (it's kind of pointless to record a lead without a contact).

When you finish, press "Submit to ... {your company name}" in order to make the lead ready for export (if you use our API and are interested in exporting your leads with your CRM system).


The settings screen is shown below. Here you can do most of the app's configuration:

  • Preferences: user preferences, like change name, password, language...
  • Support: a link to our support site where you have access to our solutions centre (including this article)
  • Feedback: write to us with your comments, suggestions, etc.
  • Company defaults: company level defaults for you to configure
  • Billing: your billing status, past invoice list, etc.
  • Users and permissions: configure permissions at the user level
  • Reload: reload your app if by any chance the data sync is taking too long. Be prudent when using this option, as it will override the data you have locally with fresh data coming from our servers. If you have any unsynced data in your mobile phone, it will be overwritten.
  • Sign Out: sign out 

What you see in this screen will vary according to your permissions. If you are a "regular" user, you can only see a subset of this menu.