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Estimator and Field Employee Mobile App Usage Manual
Creating a New Lead on the Mobile App
Leads on the mobile app can be created in several ways. One way to create a new lead is to click on the “Plus” sign and tap on the “Lead” option. !(https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c0
Logging into the Mobile App
You can download the mobile app from both the Play Market and the Apple Store. After downloading the app, please fill in the Company ID, which should correspond with your company domain and tap the “Sign In” button. On the next page enter your username and password. If you have access to the web version of ArboStar, it will be the same. Then tap the “Sign In” button. !(https://storage.crisp.chat/users/helpdesk/website/4bd4c
Estimator's Mobile App
Estimators' version of the mobile app consists of 5 modules: Dashboard, Agenda, Lead Map, Messenger and the button opening the side-bar menu. The Dashboard is the estimator’s home screen, providing information about estimates for today, last week, two weeks and last month. In the Agenda section the estimator can find the tasks assigned to them. It consists of 2 sections: To
Creating a New Estimate on the Mobile App
Estimates on the mobile app can be created in several ways. One way to create a new estimate is to click on the “Plus” sign and tap on the “Estimate”. To move to estimation page, click on the “Confirm Client” button. !(https:
Field Worker's Mobile App
For field workers, the app consists of 5 modules: Dashboard, Agenda, Messenger, Notifications and the button opening the side-bar menu. The dashboard is the field worker’s home screen, providing team and expenses information for the today. In the **
Updating the Status of the Estimate on the Mobile App
You can update the status of the estimate from the mobile app. One way to update the status of the estimate is to navigate to the “Estimate List” from the side bar and click on the dots next to the preferred estimate. From the menu choose "Change Status" and choose the necessary status from the list. Another way to update the estimate status is to navigate to the estimate
Creating a New Task on the Mobile App
Tasks on the mobile app can be created in several ways. One way to create a new task is to click on the “Plus” sign and tap on the “Task”. Another way to add a new task is to navigate to the client’s page you would like to create a new task for and click on the button on the bottom right side of the screen.
Adding a New Client on the Mobile App
To add a new client on the mobile app, please click on the "Plus" button in the top right corner of the screen and choose the "Client" option.
Adding a Payment to the Estimate on the Mobile App
Payment can be added to the estimate on the mobile app in several ways. One way to add a payment to the estimate is to navigate to the "Estimate List", click on the dots next to the preferred estimate and choose the "Add Payment" option. In the new page after the necessary payment information is added, click "Add". !(https://storage.crisp.chat/users/helpdesk/website/4bd4
Tailgate Safety Meeting and Near Miss/Accident Forms
Tailgate Safety Meeting form is a necessary form to be filled out before the start of the work. The form opens when the team lead taps on the “Work” button. After the form is filled out and the signature is added, to start the work, please click on the “Confirm” button. !(https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/11
Cleaning Up Cashe on the Mobile App
If you are having issues with the application, please clean up the cache. To clean up that cache, navigate to the "Settings" section from the side-bar menu and click on the "Clean up Cache".