Administrative

This video walks you through the steps to customize your application with your company’s logo. Logos can be in a...

Learn how to update all of your companies info such as address, phone number, and the contact name and email...

There are two ways to reset your password. using the Forgot Password link at the sign in page, or manually...

Choose color schemes to completely customize the look of your app. Keep in mind that any changes you make here...

Optional add-on services, such as GPS Tracking, may be available based on your company’s subscription options. Add-on services must be...

To access the web or mobile app, a user’s account must be active. You can activate and deactivate users as...

Assigning a picture to a user will help you identify your users. Images must be a JPG or PNG, have...

Groups help keep you organized so you can find the information you need, when you need it. Create groups for...

The group view feature allows you to control which users can view group data in the web application. If a...

You may find it useful to create sub-groups within a larger group. For example, you might create groups for job...

If you delete a group, the users that were in it are automatically moved to the “No Groups Assigned” group.

You can control which groups users in the web application can view.

Create a vehicle record for every vehicle in your fleet. You can activate and deactivate vehicles and change the device...

In order for a vehicle’s location and status information to be visible on the live view, the vehicle must be...

By linking a user with a vehicle, you can combine data provided by the vehicle with information submitted from the...

Keep vehicle information up to date by editing vehicle information.

The Find modules tab features the Module library. Here, you can search for and view pre-built modules in any industry....

Choose Edit module to change the module name, description and icon. Your changes will display on devices running your application.

Design how your modules will display on handsets or other devices. Choose from two (2) layout styles: Tiles layout or...

Go to the Industry-specific modules section and choose See modules to view module samples within an industry category. Samples are...

Use File import to upload your existing data from an external file. By using your existing data, you can avoid...

The Module name will appear on devices running your app, so it’s important to choose a name that clearly identifies the...

Use Module icon to select an image for the module. Pick an option from the image library or upload your own....

The new Ad-hoc Reports tool allows you to define the data you would like to report on and export based...

We have added the ability for customers to send product feedback. Clients will have the ability to enter a note...

Use File import to upload your existing data from an external file. By using your existing data, you can avoid...

We have enhanced our Ad Hoc Reports with the ability to open up the form details. Users are now able...

User roles determine which areas of the app the user has access to. Administrators have access to all areas of...

This tutorial will show you how to set up your API credentials, as well as how to request your API...

Application Programming Interface, or API, is a software intermediary that allows two applications to talk to each other. API’s make...

Customers will now be able to access the new Marketplace section, where solutions will showcase: Systems integrations with third-party applications...

English Version: Spanish Version: We are proud to announce that Forms are now available in Spanish. Please see the videos...

There is a big difference between “deactivating” and “deleting” a user. When a user is deleted, this also includes any...

This video will discuss how to access the web portal from a mobile device.

This video will go over how to set up user tracking schedules.

This video will discuss how to add a new user to the system.

Our application is now capable of single sign-on functionality. Single sign-on is an authentication method that enables users to securely...

The Miles by State report, and the Stops, Time and Mileage report have been added as new tracking reports.

One of the most useful aspects of our dispatching module is the ability for users to submit a form with...

After a wireless form is initially submitted, web users can make corrections to the data received or add missing information....

Previously, only administrators were able to create and manage ad hoc reports. In our latest release, we have expanded this...

Previously, our application only allowed you to pull a wireless form report based on date range, user, or group. In...

Troubleshooting tracking issues related to the mobile application can be challenging due to several variables, and in many cases can...

In our latest release, we have added the client address book to the dispatching feature. This feature will allow users...

Our application now has the capability to group information in grids by column name. This feature elevates the functionality of...

One feature that has been regularly requested is the ability to send files with different formats within a work order...

Some customers have expressed the need to find modules more easily within the web portal, especially with accounts that have...

We have added a feature to the live view that makes it possible to find users closest to a location...

The wireless forms entries grid has been updated with a new layout that includes the latest development components available, offering...

The dispatching module was recently improved with a more streamlined order creation process. To make this possible, a few changes...