This page contains articles on various sections/operations available on our mobile application. Before installing the app, please refer to this article on Minimum phone requirements to use FieldPro.

Introduction -Brief overview of the app

1. Notifications

Clicking on the icon displays all important information/notifications that have been pushed to the app. e.g. Updating the app or information on the corona virus. The number of unread notifications are indicated in red, next to the icon.

2. Refresh/Synchronize

Clicking on the icon enables the app to refresh and take effect of any changes that have been done on the backend, or display Workflows and all list items incase of blank displays.

3. Documents

Clicking on the icon displays all documents that have been pushed to the app from the Web application. These documents could be in word, pdf, Video, pictures, etc.

4. Settings

Clicking on the icon displays the user profile information, App version, sign out option, and also the fields for clearing the cache.

5. Synced submissions

Shows the total count of successfully synced submissions. Clicking on the icon displays all synced submissions with the dates and time they were done.

6. Draft Submissions

Shows the total count of saved incomplete submissions. Clicking on the icon displays all incomplete submissions with the dates and time they were done.

7. Pending Submissions

Shows the total count of pending(un-synced) submissions. Clicking on the icon displays all un-synced submissions with the dates and time they were done.

8. Start new Submissions

Clicking on the icon enables the user to record a visit by opening the map section, where a place can be selected for check in and making a submission.

9. Workflows

A page containing all the workflows developed for the team.

10. Tasks

A page containing all tasks, i.e. pending, completed, and expired. Clicking in the icon allows a user to view, edit or complete tasks assigned.

11. Map

A page containing all the places/customers assigned to users/team. clicking on the page allow a user to search or view their places on the map, add a new place, and also filter places on the map.

12. Lists

A page containing all Lists created for the Team. clicking on the icon displays a all lists available, with the possibility to view or edit any list selected. Users can also search or view their list items/places, add a new item/place, and also filter items/places.

13. Insights

A page containing all the custom and standard reports developed for the users. Clicking on the icon displays all available reports for any time period selected by a user.

Note: Training on the mobile application has been divided into two levels as shown below.