The mobile app menu depends on the user role and assigned permissions. The available sections differ for Owners, Administrators, and Employees.

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Owner and Administrator Menu

Includes:

• My Profile

• Company — switch between active companies

• Company Employees

• Tasks

• Clients

• My Inventory

• My Transfers

• Help Center

• Log Out
  
  

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Employee Menu

Includes:

• My Profile

• Company

• My Inventory

• My Transfers

• Help Center

• Log Out
  

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Section Overview

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My Profile

Provides access to the user’s personal information.

General Information:

• Name

• Profile photo (editable)

• Address

• Contact information

• Password

• Time zone

• Time format

• App language

Users can also download their profile data.

Notifications:

Settings for notifications regarding:

• Tasks

• To-Do items

• Password changes
  

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Company

Allows switching between companies if the user belongs to multiple companies.

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Company Employees

This section allows you to:

• View all employees
  

• Create new employees

• Send invitations

• Edit profiles

• Terminate or delete employees

Creating a New Employee

1. Tap the “+” icon at the top of the screen.

2. Enter employee information.
   

3. Tap Save.

4. To send an invitation, activate the Send Invitation toggle.

Inviting an Existing Employee

Go to the Invites section and tap Invite Employee.

Editing / Deleting a Profile

Open the employee’s profile, make changes, and tap Save.
To remove or terminate an employee, use the corresponding button.

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Tasks

Provides access to all tasks for all employees.

Features:

• View tasks

• Filter tasks

• Select time period

• Create new tasks

• Edit existing tasks

Selecting a Time Period

You can choose the period for which you want to display tasks.

Task Types:

• Active

• Completed

• Cancelled

• No Date
  
   

Task colors correspond to their status.
A circular arrows icon indicates a recurring task.

Filters:

• By employee(s)

• By status(es)
  

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Viewing a Task

Displays:

• Full task information
  

• Planned tools
  

• History of actions
  

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Editing a Task

Editing is allowed only if the performer has not started the task.

In edit mode you can:

• Modify the current task

• Save the task as a new one with changes
  

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Creating a New Task

1. Tap “+” at the top of the screen.

2. Fill in task fields according to your company settings.

Client

You can:

• Select an existing client

• Create a new client (tap “+” next to the client field)

Client Address

After selecting the client, choose the address.

Duration

Set the expected duration of the task.

Date and Time

Drag the slider on the scheduled time bar to select the exact start date and time.

Additional Options

Add:

• Tags

• Checklist

• Assign an employee
  

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Recurring Tasks

Enable the Repeat Task toggle and specify:

• Frequency (day, week, 2 weeks)

• End date for task creation
  

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Files

Files can be attached to a task and optionally hidden from the performer.

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Planned Tools

This section allows you to add tools required for the task.

Tap Add Tool to select tools manually or scan them.

QR / Barcode Scanning

Tools are matched by scanning QR or barcodes according to:

1. batch_number on the warehouse record
   or

2. external_id of the tool

If no match is found, the tool cannot be added.

After adding tools, tap Save in the tools section, then save the task.

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Clients

Allows you to:

• View a list of clients

• Search clients by name, surname, address, or other available data

• Edit client details

• View tasks related to a client

• Delete a client
  

Creating a Client

Tap “+”, fill in the client fields, and tap Save.

Editing a Client

Open the client profile, make changes, and tap Save.

Client Addresses

In the Address tab, you can:

• Add new addresses

• Edit existing addresses

• Select the service zone
  

Viewing Client Tasks

Go to the Tasks tab in the client profile.

Deleting a Client

Tap the Delete button.

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Tools (My Inventory)

Allows you to:

• View tools

• Filter tools

• Return tools to the warehouse
  

Filtering

Tap the filter icon at the top of the screen.

Available filters:

• By employee(s)

• By warehouse(s)

• Zero-balance tools (previously assigned to employees)
  

Returning a Tool

1. Open the tool.

2. Tap Return to Warehouse.

3. Enter quantity.

4. Optionally add a comment.

5. Tap Save.
   

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My Transfers

Displays all tool transactions.

Statuses:

• Pending

• Confirmed

• Rejected

• Cancelled

  

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Help Center

Allows you to:

• Access guides and instructions

• Open social media links

• Grant support access

Activate the Support Access toggle to allow temporary support access.

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Log Out

Ends the current session and logs the user out.

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FAQ

Q: Why don’t I see some menu sections?
A: Menu visibility depends on your role and assigned permissions.

Q: Can I edit a task after the performer has started?
A: No. Editing is disabled once a task is in progress.

Q: Can I save part of a task as a new one?
A: Yes. Edit mode allows saving a task as a new copy.

Q: Why isn’t a tool recognized via QR?
A: The scanned code must match the tool’s batch_number or external_id.

Q: Can I create a client directly from a task?
A: Yes. Tap “+” next to the client field.

Q: Can a client have multiple addresses?
A: Yes. You can add multiple addresses in the Address tab.

Q: Can I return part of a tool quantity?
A: Yes. Specify the quantity during return.

Q: Can I change a client’s service zone?
A: Yes. This is done in the client’s address section.

Q: What happens if I don’t tap “Save”?
A: All changes will be lost.

Q: Can I hide task files from the performer?
A: Yes. Toggle visibility when uploading files.

Q: How do I check tool transaction history?
A: In the My Transfers section.

Q: What does “Pending” status mean in transfers?
A: The transaction has not yet been confirmed.

Q: How do I grant temporary support access?
A: Enable the Support Access toggle in the Help Center.

Q: Can I download my profile data?
A: Yes. This is available in My Profile.

Q: What happens after logging out?
A: Your current session ends, and you must log in again.