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Estimator and Field Employee Mobile App Usage Manual

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  • Release Notes
  • Getting Started
  • General
  • Clients
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  • Estimates
  • Workorders
  • Schedules
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  • Employee Management
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  • ArboStar App
  • 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/4bd4cSome readers
  • Creating a New Estimate on the Mobile App
    Estimates on the mobile app can be created in several ways. Accessing the estimation page A quick way to create a new estimate is to click on the “Plus” sign and tap on the “Estimate” option.Few readers
  • 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. Dashboard The Dashboard is the estimator’s home screen, providing information about estimates for today, last week, two weeks and last month.Few readers
  • 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.Few readers
  • 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. To change the date, click on the upper left corner on the “date” sign and choose the necessary date from the calendar. The team lead can add oFew readers
  • 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 “Estimates” from the side bar menu 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 page, taFew readers
  • Forms on the Mobile app
    Pre-job safety assessment 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 “ Start Work” button. "Pre-job safety assessment" and "Finish work report" forms The form is available only to the team lead, however if other team members need to sign the form, it is possible to choose the user from the drop down menu, add their responsibility and signature. After the form is filled out and the signature is added, to startFew readers
  • 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.Few readers
  • Creating a New Task on the Mobile App
    Tasks on the mobile app can be created in several ways. One of the ways 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 profile you would like to create a new task for and click on the button on the bottom right side of tFew readers
  • Adding a Payment to the Estimate on the Mobile App
    Payment can be added to the estimate on the mobile app in several ways.Few readers
  • Cleaning Up Cashe on the Mobile App
    If you are having issues with the application, please clear up the cache.Few readers
  • Crew Schedule on the Mobile App
    There are several ways to schedule jobs on the mobile app. One way to schedule jobs is to navigate to the “Workorders” section from the sidebar menu, click on the dots next to the workorder you want to schedule a job for and from the menu choose the "Schedule workorder" option.Few readers

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