How to Download our App on Apple Devices
Go to Safari. Type in or click mobile.businesspilot.co.uk Log in with your credentials. If you have signed in before you will be able to use your touch ID to log in. Click the share button in the middle of the tab at the bottom of the screen. Scroll down and press ‘Add to Home Screen. […]
How to Complete a Job in the APP
Visit your browser or click on the Homepage Link we’ve discussed in another video. Log in if necessary. Click the Job Card you would like to complete off. Click the tick icon at the bottom of the page. Select whether you would like to complete this specific job or the series of job cards. Confirm […]
How to Add a New APP User
Head to the Main Menu. Click ‘Admin’, ‘Manage Users’. Click ‘+Add Account’. Fill out the fields; First Name, Last Name, Email Address, Roles. Enter the password you generically set as a company to reset later or a personalised password for the user. Select the licence, if none are available please contact support rebecca.taylor@businesspilot.co.uk Press ‘Save’.
How to Add an Image from the APP
Visit your browser or click on the Homepage Link we’ve discussed in another video. Log in if necessary. Click the Job Card you would like to add an image to. Click the file upload icon at the bottom of the page. Select your image(s), and upload size.
How to Add a Note from the APP
Visit your browser or click on the Homepage Link we’ve discussed in another video. Log in if necessary. Click the Job Card you would like to add a note to. Click the pencil icon at the bottom of the page. Begin typing your note in the field, once complete press ‘Save’.
How to Make a Call from the APP
Log on either through your browser or link on your homepage. Sign in if necessary. Click the job card. Click the telephone number in blue. Click the number again that appears in a blacked out banner at the bottom of the page.
How to Add Document Tags
To add a Document Type you will need to have the Super Admin permission, if you do not have this please ask your manager to carry out this task. Head to the Main Menu. At the bottom of the list click ‘Admin’, click ‘Manage Document Tags’. Press the button on the top left-hand side corner […]
How To Send an Email with a External Attachment
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or type the email out. Scroll down and click ‘Select files…’ underneath ‘Attach New’ Select the file you wish to attach and click ‘Open’. Press ‘Send Email’.
How To Send an Email with a Attachment from the System
Find the Contact/ Lead or Contract you are looking to send the attachment to. Click on their email within their ‘Contact Info’ Select template, or type the email out. Scroll down and click ‘Select files…’ underneath ‘Attach existing from CRM’ Select the file you wish to attach and click ‘Attach’. Press ‘Send Email’.
How To Send a Purchase Order via Email Link
Firstly find the Contract the Purchase Order is associated to. Click the ‘Purchase Orders’ tab. Press the email icon on the right-hand side. Choose Template or Compose Email. Click ‘Send Email’. Wait till processing finishes, once complete the invoice has been sent and a log has been automatically saved in the notes section.
How To Produce the Overall Direction Visual Dashboard in MI
Instructions on how to produce the overall direction visual dashboard in MI: Firstly, click on the menu and click on MI, ‘Overall Direction Visual Dashboard’. To change the report date, change the date in the top right-hand side corner. Below this you can change the customer type to Retail, Trade or All.
How To Send an Invoice via Email Link
Firstly find the Contract the invoice is associated to. Click the ‘Invoices’ tab. Press the email icon on the right-hand side of the line number. Click Template or Compose Email. Click ‘Send Email’. Wait till processing finishes, once complete the invoice has been sent and a log has been automatically saved in the notes section.
