01What it is
The mobile version is the Workshop at a glance screen, view only. It is available to people with the Mobile access permission, which by default only the owner role has.
A phone with that permission is moved to the mobile screen by itself. The choice is saved on your account, and you return to the full app with Show the full app in the footer.
A phone without the permission is asked to open the app on a larger screen.
- PULSE
- What has changed since your last visit, up to 14 days back.
- SIGNALS
- Jobs, stock, money and customers.
- VIEW ONLY
- The work happens in the full app.
02What it is for
The workshop in your pocket
You check how things stand from your phone, away from the workshop.
Know where to act
Signals show the matters that are waiting.
All quiet
When nothing needs attention, the screen says so plainly.
03Main options
The mobile screen has two parts: the pulse and signals in four areas.
Since your last visit
Numbers since your previous visit, at most 14 days back.
- Cars checked in and handed over
- Money received (with access to finance)
- New comebacks
Four areas of attention
Each area shows with its permission.
- Jobs: overdue, due today, missing parts, time over plan, no hours, cars to hand over
- Stock and parts: not covered, below minimum, parts past their delivery date
- Money: overdue receivables, comebacks charged to the workshop
- Customers: unanswered enquiries, expiring quotes, customers to contact
04Tasks step by step
- STEP 1Open Settings › Users and that person's account.
- STEP 2Grant the Mobile access permission and save.
- STEP 1In the account menu choose Mobile version.
- STEP 2To return, use Show the full app in the footer of the mobile screen.
05Actions
The most common tasks in the mobile version.
Mobile version
The workshop at a glance on a phone.
Show the full app
Back to the full version.
06What it connects to
Choose a module to see where the signals come from.
Daily dashboard
The full picture of the day is on the daily dashboard.
Go to the topicDaily dashboardOwner centre
Details of matters to decide are in the Owner centre.
Go to the topicOwner centre