Follow the steps below, or follow along with our video tutorial:
Creating Your First Record on the App
A record is linked to a Customer and Job Address. You will be prompted to enter this information when creating a new job.
Follow the steps below, or follow along with our video tutorial here.
From the app's main menu
Tap "New Record"
Tap "Homeowner Gas Safety Record" (for our example)
Tap "New Job" or select a existing Job
Fill out the record until you get to the signature screen.
From here you'll have the option to:
"Save" the record (useful if you're not finished or need to do something else with your device first).
Return to the "Home" page of the app (the record will still be saved).
"Approve" the record - this will allow you to issue the record (You can go back and edit via the "existing forms and records" tab at any time)
Issue the record
For the example, we will approve and issue the record.
Tap "Approve".
Here you have the option to "Email" or "Preview" the record or to Cancel.
Tap "Email" to email the record and sync the device. OR
Tap "Preview" to view the record before emailing, printing or editing. OR
Tap "Cancel" to go back to the Signature page.
To Issue the record without emailing, click the "Preview" option. You can then click "Home" to go back to the home screen of the App.
