No accounts exist yet. Add OWNER_USERNAME and OWNER_PASSWORD to the app's settings, restart it, then sign in with them.
Fill in the locations and the wires to pull in Excel, then bring the sheet back. Start from a blank sheet, or download what is in the app now to add to it or fix it.
Each row is one kind of wire at one location. Save the sheet as CSV (Excel: Save As, CSV UTF-8) before bringing it back.
A location with no wires yet can be a row with only its name. Nothing is ever deleted by an import.
Each report downloads as a file that opens in Excel. Where a report has a date to filter on, set the dates here first; leave them empty for everything.
Work orders that create themselves, such as a quarterly camera check. Each one appears on the schedule a few days before it is due.
A saved set of tasks, added all at once. Tasks already on the list are skipped.
The message opens in your phone's Messages or Mail app, so you check it and tap Send there.
Saved sets of tasks, such as a camera install. On a work order, one tap adds the whole set.
Titles saved while adding tasks. On a work order, tap one to add that task again.
Add every place you work for this customer, such as a home in NJ, a home in NY or a house in Florida. Give each one a label so you can tell them apart.
Prices set here are used when items are added to work orders. Technicians never see them.
Nothing is waiting for review. Items that techs add in the field as placeholders will appear here.
Items techs added in the field as placeholders. Fill in the details to approve one, or merge it into a product you already have. A work order with a placeholder cannot be invoiced until it is reviewed.
The steps every wire goes through, in order. Rename them, change the order, or add your own. Steps you stop using stay in the history.
The last 200 sensitive actions, newest first. Failed sign-ins here that you do not recognize deserve a look.
The phases a project goes through, in order. Each work order in a project can be put in one stage, and the project shows how far along each stage is. Add your own, rename them, or change the order. A stage you turn off disappears from new choices but stays on the work orders that already use it.
Fill in the Excel template, save it as CSV, then choose it here. You see a preview first, and nothing is saved until you confirm.
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