Mobile App Settings

16
Claire GautreauxOwner

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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Mobile AppOne sign-in for the iPhone app: staff go to the Office or Route by role, customers go to their portal, and people who are both get a Staff / Customer choice and a quick switch. Staff and customer accounts stay separate. Starts off.

Sign-in

The app opens on one sign-in. Staff and customer accounts stay separate: separate passwords, sessions and sign-outs.

Customers sign in to their portal from the same app. Needs the Customer Portal module on.

Shows the staff or customer choice only after a correct password, and only to people who have both accounts.

The app opens the side last used on that phone. Switch anytime from More.

Decides when the quick switch shows. Matching never signs anyone in: the other side still needs its own sign-in.

Adds a See Demo link under the sign-in.

Switching Sides

Ask for the password again when switching between Office, Route and Customer in the app.MoreLess
What It Does
Adds a check on shared phones.
What It Changes
Switching never signs the other side out, so switching back is instant. Signed-in staff open their own customer side (same email) without a password.
How to Use
  1. Turn it on for shared phones.
  2. Leave it off for personal phones.

Where the App Opens

Each person can pick Office or Route for themselves from the menu.

Which bottom button Office and Admin roles open after the intro splash. Stored by tab name, so a renamed page still lands right.MoreLess
What It Does
Sets the default dock tab for people with office pages when the app or Route first opens.
What It Changes
Where they land after sign-in and after the intro splash. Each person can still pick Office or Route for themselves.
How to Use
  1. Pick a dock tab (the same tabs as Settings › Bottom Menu).
  2. Click Save.
  3. The parent can also push this from Sprout's Clients.
Which bottom button technicians open after the intro splash. Stored by tab name, not by web address.MoreLess
What It Does
Sets the default dock tab for people whose role is Field-only.
What It Changes
Where crew land after sign-in and after the intro splash.
How to Use
  1. Pick a dock tab.
  2. Click Save.
  3. People who can't open it land on Route instead.

Intro Splash

How long the company logo or motto shows when the app opens (0 skips it). Capped by Sprowtz; default 3 seconds.MoreLess
What It Does
Shows a short intro with your logo and optional motto, then opens the default dock tab.
What It Changes
Only the intro overlay. Set to 0 to turn it off with no delay.
How to Use
  1. Type the seconds (0 skips it).
  2. Set the logo and App Motto in Settings › Company.
  3. Click Save.

Customer Side

Customers get Home, Services, Billing, Messages and More at the bottom of the app. Which ones show follows the Customer Portal tab settings.

Records the business must keep by law (Services, application records, invoices) always stay.

Car Screens (CarPlay and Android Auto)

The reasons a driver can tap when skipping a stop from the car. No typing in the car.

Short word for the directions button. Keep it short so the car does not cut it off.

Short word for the finish button.

Short word for the skip button.

Short word for the running late button.

Done works only on a stop already started (Route, the car or arrival).

Skip asks for one of the reasons above.

Marks the next stop late on Route and starts the Running Late automation if you turn it on. Sends nothing by itself.

Shows the stop note on the stop screen.

Shows a gate code found in the property notes, like "Gate code 1234".

Shows the next stop note at the top of the list, like "Dog in yard".

Shows the wind now on the stop list.

Shows tank left from Load Out.

Face ID

Works after the new app build is installed.

Offered after the first sign-in on a phone. The password is never kept; the phone keeps a device key that only Face ID unlocks.

Asks for Face ID when the app comes back after this long.

Customer Notifications on the Phone

Works after the new app build is installed and the push key is added. Customers without the app keep getting texts and emails as now.

A Live Activity with the technician's ETA until the Service is done.

From Apple Developer > Keys. The key file itself is saved encrypted below.

The Team ID the app is signed with.

Push Key

From Apple Developer > Keys (Apple Push Notifications); saved encrypted and never shown again.MoreLess
What It Does
Lets the iPhone app get phone notifications.
What It Changes
Nothing is sent until the new app build is installed.
How to Use
  1. Make the key in Apple Developer › Keys.
  2. Paste it here.
  3. Click Save; it works once the new app build is installed.

The App Sign-in

The current iPhone app opens Route. With this module on, its sign-in screen already shows the new sign-in. The next app build opens the new sign-in directly and adds Face ID and phone notifications.

Open the App Sign-in
Quick Calc

Type a rate, mix or unit question, or tap an example.