Setup
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IOS: How to set up account preferences
Navigate to the About tab and click Account Preferences in the Settings section.
Navigate to the About tab and click Account Preferences in the Settings section.
Click each field to make changes:
Timezone: In the pop-up, click the current timezone and select a new one from the dropdown, then click Save.
Timezone: In the pop-up, click the current timezone and select a new one from the dropdown, then click Save.
If the selected timezone differs from the device’s timezone, a prompt will appear to update the device's timezone.
Depot Location: In the pop-up, position the pin over the location (used in the scheduler to minimise travel time), then click Save.
Depot Location: In the pop-up, position the pin over the location (used in the scheduler to minimise travel time), then click Save.
Signature: In the pop-up, draw your signature (saved against the performed tasks) within the box and click Save.
Signature: In the pop-up, draw your signature (saved against the performed tasks) within the box and click Save.
Details: Complete the Mobile Number and any extra fields, then click Save.
Details: Complete the Mobile Number and any extra fields, then click Save.
IOS: How to set up asset and task display preferences
1. Navigate to the About tab and click Asset Display Details or Task Display Details in the Settings section.
1. Navigate to the About tab and click Asset Display Details or Task Display Details in the Settings section.
2. Use + to add or – to remove fields from the display tile, with a Preview available at the bottom of the pop-up.
2. Use + to add or – to remove fields from the display tile, with a Preview available at the bottom of the pop-up.
Click Reset below the preview tile to undo changes.
Click Reset below the preview tile to undo changes.
3. Click Save.
3. Click Save.
ANDROID: How to set up account preferences
Navigate to the About tab and click Account Preferences in the Settings section.
Navigate to the About tab and click Account Preferences in the Settings section.
Click each field to make changes:
Timezone: In the pop-up, click the current timezone and select a new one from the dropdown, then click Save.
Timezone: In the pop-up, click the current timezone and select a new one from the dropdown, then click Save.
If the selected timezone differs from the device’s timezone, a prompt will appear to update the device's timezone.
Depot Location: In the pop-up, position the pin over the location (used in the scheduler to minimise travel time), then click Save.
Depot Location: In the pop-up, position the pin over the location (used in the scheduler to minimise travel time), then click Save.
Signature: In the pop-up, draw your signature (saved against the performed tasks) within the box and click Save.
Signature: In the pop-up, draw your signature (saved against the performed tasks) within the box and click Save.
Details: Complete the Mobile Number and any extra fields, then click Save.
Details: Complete the Mobile Number and any extra fields, then click Save.
ANDROID: How to set up asset and task display preferences
1. Navigate to the About tab and click Asset Display Preferences or Task Display Preferences in the Settings section.
1. Navigate to the About tab and click Asset Display Preferences or Task Display Preferences in the Settings section.
2. Check or uncheck fields to update the display tile, with a Preview shown at the top.
2. Check or uncheck fields to update the display tile, with a Preview shown at the top.
Click Revert below the preview tile to undo changes.
Click Revert below the preview tile to undo changes.
3. Click Save.
3. Click Save.
Recommended steps
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