Mobile App Update-Android

Mobile App Update-Android

All Android users will need to use version 11 or newer as of 10/26/23

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    • Access Electronic Appointment On App

      Go to Dashboard> If Appointment is Assigned to you for Today It will appear on the list in your app
    • Update Correct Post Date

      For Future Invoices: From customer account>Click Recurring Charges>Highlight and select charge on autopay>Review date in "Post On" field>Select appropriate date>Click OK to save. For Current Invoices posted as paid but NOT processed/debited: Follow ...
    • Update Current Invoice and Autopay

      Add Autopay to Account: From customer account>Click Recurring Charges>Highlight and select charge>Click Billing Method dropdown>Select autopay type>Enter information>Review date in "Post On" field>Select appropriate date>Click OK to save. Note: If ...
    • Review Customer Equipment From App

      From the Ticket: Click the Kabob(3 Dots)> Click Equipment List If no Ticket: Navigate to the Customer List>Open Customer>Click the Kabob(3 Dots)> Click Equipment List
    • Get out of Address Validation W/O Making Changes

      Click Cancel instead of Update. This allows you to save the address on the customer record without making updates.