Installation Instructions

Getting Back to the Dashboard
If at any point you are on a different screen and you need to
get back to the account dashboard, tap the menu icon in the
upper left-hand corner.
A list view will show and at the very top you can tap “Dash-
board”.
Viewing Active Account
If at any point you happen to hit “Account Manager” during
your service visit the app will show you what account is cur-
rently active. It will have a blue “ACTIVE” icon to the right
of the account name.
To get back to the active account’s dashboard tap “ACTIVE”
or the white arrow in the upper left-hand corner.
Finishing Service Visit
To finish your service visit tap “Finish Visit” in the bottom
right-hand corner on the active account’s dashboard. You
can also tap the menu icon in the upper left-hand corner and
tap “Finish Account Visit”.
Once you have tapped either of the above it will take you
to the “Account visit complete!” screen. On this screen you
have the ability to type in any custom notes if needed. How-
ever, this is not mandatory.
Now tap the blue check in the bottom right-hand corner.
The “Complete account visit?” screen will pop up. Tap
“Complete”.
This will complete the service visit and will initiate the app
to send all of the information it just gathered to the cloud.