Features of the RemOnline Mobile App

The RemOnline mobile application includes many functions and allows employees to fully work in the field and process or transmit information in a timely manner.

On this tab, you can see all tasks (in progress and completed), as well as create new tasks.

Tap the search icon to find a task. To create a new task, tap + in the upper right corner. Add a name and description of the task, set the due date, assign a responsible person and, if necessary, a client. Then, tap Save.

Select the "In progress" switch to see all pending tasks. Tasks that are in progress are sorted by the due date. First, you see overdue tasks, then for today, tomorrow, etc.

Set the "Done" switch to see all completed tasks. Above you can tap on the calendar icon to select a different time period.

When you tap on the task card, you will see its details with the option to switch to the Event Feed. On the Task Details tab, you can edit the information (change the name, due date, assignee or client), as well as mark the task as completed.

In the upper right corner, you can tap the information icon and delete or share a task.

In the Event Feed, you can add a photo or a comment to the task.

Tap on:

Note: Images must be no larger than 5 MB.

Files and comments added to the task from the mobile application will be displayed in the Task Event Feed in the web version.

On this tab, you can view all work orders and estimates in the selected location, as well as create new work orders or estimates. You can customize the appearance of the work order card on the Settings tab.

To switch to another location, click on its name and select another one. To create a new work order or estimate, click + in the upper right corner, respectively, in the tab with work orders or estimates.

Tap the icon at the top left to sort or filter documents.

You can sort out documents by the date of creation, the due date (the Due date field), or the appointment time.

Below, you can set a filter using such parameters as Status, Order type, Creation date, Due date, Scheduled for, Manager, and Assigned Technician. Or you can click on the filter's name created in the web version.

Please note that in the filter parameters "Due Date" and "Scheduled for", you can choose from Overdue, Today, Tomorrow, This Week, etc. This way, you can easily customize the display of overdue documents by due date or see all work orders scheduled for this week.

To apply the sorting and filter, click Done.

To search a particular work order or estimate, click on the search icon and write your request or click the scanner icon and scan the QR code of the document, respectively, when you are in the work orders or estimates tab. Searching for work orders or estimates is the same as in the web version of RemOnline.

Note: In the active search mode, you cannot filter or sort documents.

When you tap on the work order or estimate card, you will see its details with the option to switch to the Event Feed. The Order Details tab displays information about the client, services / products added, and payments are displayed in the work order card.

In this tab, you can:

To the right of the work order number, you can tap the information icon and find the client address on the map (if its address is specified in the client's card), call the manager, print documents, copy/share public page link or share the work order link.

Note that when using the mobile app on an iOS device, you can print documents via AirPrint. AirPrint technology is available on most common printer models and you don't need to download or install any additional apps to use it.

1. Click the Print Documents button, select the document you want to print, and click Print.

2. Select a printer, set the desired print settings, and click the Print button. Or click on the Share icon to send the document to a client in an instant message, text, etc.

In the Event Feed, you can create a task, and add a photo or a comment to the work order.

Tap on:

Note: Images must be no larger than 5 MB.

Files and comments added to the work order or estimates from the mobile application will be displayed in the work order event feed in the web version.

This tab shows the list of cash boxes available to the employee in the selected location.

To change the location of the checkbox, click the change icon and then click the edit icon to the right of the checkbox and drag it to a new location. Click the Done button to save your changes.

Click on the name of the cashbox to open the cash flow for that cashbox. The default display period is the current week. Click on the calendar to change the display period.

Tap the payment to view information about it. By tapping the icon in the upper right corner, you can delete a payment or restore a deleted payment.

Remember that a deleted payment does not disappear completely but becomes crossed out.

There are two ways to make a transaction in the cashbox in the mobile application.

Option 1. In the list of cashboxes, click the card of a cashbox and select the necessary operation: Income, Expense or Transfer.

Option 2. Go to the cashbox you need, click the button “+” in the right top corner, and choose the necessary operation.

Fill in the payment information and click Create payment.

Click on the notification icon on the home page to see all Push notifications. You can set the events for which notifications should be sent in the Settings section. The following events are currently available:

You can receive a notification only if you did not initiate the event. E.g., if you create a task and assign it to yourself or add a comment to your work order or estimate, you won't receive a notification. But if another employee creates a task for you or another employee adds a comment to your work order, you will receive a notification.

Click on the notification to immediately open the task or work order for which you received the notification. Swipe left to remove notifications from the list.

Please note that notifications are stored in this section for 7 days and then automatically deleted.

The QR-scanner is currently used to search for a work order or estimate by its QR-code.

Step 1. Open a work order and tap the QR code icon next to the work order number.

You can also print the same QR code in the document templates using the {QR Code} variable and then scan it directly from the document.

Step 2. In the RemOnline mobile app, go to the QR-scanner tab, scan the QR-code of the document and tap Open.

After that, you'll see the work order or estimate card open for viewing details, event feed, or adding a photo and comment.

Note that you can set up the QR-scanner in the Settings section so that it opens the work order immediately or after confirmation.

If you select One code, the work order will open instantly. Use this option for scanning media where there is always one code.

If you select Multiple codes, the work order will open after confirmation. This setting is suitable when several QR codes are placed side by side and a specific code must be selected.

Click on the icon in the upper right corner to go to settings. Here you can: