In order to access the Successware Mobile Admin Site, you must be logged in as an Admin in Successware Platform.
Accessing the Mobile Admin Site
From the Main Menu, select Setup, and click on Mobile Admin.
This will bring you directly to the Successware Mobile Admin site:
There are two subtabs on the left side of the Mobile Admin page. They are the Business Settings and Forms tabs. The settings on these tabs are configured on a per company basis. If you have multiple companies, make sure to select a company from the drop-down menu at the top of the page.
The Business Settings tab contains email settings, business license information, and payment account data.
Forms allow you to create customized forms to gather information and present it to your customers.
This article will review the Business Settings tab.
Business License
The Business License will appear on the invoices made using the Successware Mobile app both within the app and on the invoice that will be emailed to the customer.
To add your Business License:
- Click the Edit button.
- Type in your company’s Business License.
- Click Save.
Email Settings
After the technician collects payment for the invoice, they will be able to email the invoice. By default, these will be sent from receipt@successware21.com.
If you want to change the email address that invoices are sent from, complete these steps:
- From the Main Menu, select Setup, and click on Business Setup.
- Update the email field.
Payment Processing Accounts
If you want to enable credit card payment processing access in Successware Mobile, you can utilize Successware Payments.
Payment Processing - Recurring Payments
Successware Mobile's Recurring Payments is a feature that will allow you to accept regularly scheduled payments from homeowners. The timing of those recurring payments can be different for each homeowner, or it can be standardized.
Click the On/Off toggle to select whether you want to allow recurring payments.
Payment Processing Accounts - Successware Payments
If you're using Successware Payments, follow the steps below:
1. Click the Edit button in the Payment Account section.
2. Enter the API Key, Merchant ID, and Web Token that you will obtain from Successware.
If you don't know what your credentials are, you can contact Successware by emailing us at successwarepay@authoritybrandsllc.com. If you are using recurring payments, no other actions are needed.
Financing
Financing is a feature for Successware Mobile that allows your customers to submit for financing plans while you are on a job at their location. This allows you to collect full or partial payments for the job.
To use the Financing feature, you will need a merchant account with a financing company. Currently Successware Mobile has a partnership with GreenSky.
For more information on Financing, see our article on Financing.
Pricebook Settings
Check the boxes here to allow your technicians to mark Pricebook items as taxable, as well as discountable.
Categories
This section determines what Pricebook categories are visible from Successware Mobile. Categories that have a checkmark next to them will be visible by the technicians in the mobile app.
You can specify which categories are visible for each type of employee. Click the Employee Type drop-down to access categories that apply to each type of employee.
Disclaimer Settings
The disclaimers appear when the customer is signing to authorize work or as the customer is signing to show they agree to pay for the services.
- Click the Edit button to change how these disclaimers are worded.
- Type in your disclaimers.
- Click Save.
Invoice Content Blocks
Invoice content blocks allow your company to include notes on your invoices to communicate legal notes for payment terms, or warranties, among others.
- Edit an existing block or add a new block. To add a new block, click on the Add Block button. To change an existing block, click Edit.
- Fill out the block’s Content Title and Content Description. Optionally click "Hide Title" if you do not wish to show the title on the invoice. The Title has a character limit of 30 characters. The Description is limited to 3000 characters.
- Click Save.
- If you need to delete an Invoice Content Block, simply click on the trash can symbol.
Predefined Notes
Predefined notes allow you to setup note templates that your technicians can use while onsite at their jobs to save time by not needing to type out their notes from scratch.
Technicians can change the notes once the notes are added in the app. These predefined notes are a starting point that the technicians can add to or edit.
To create a Predefined Note:
- Click the Add Note button.
- Type in the Note Title. The Note Title field is limited to 30 characters.
- Type in the Note Description. The Note Description is limited to 3000 characters.
- Click Save.
Data Accessibility Settings
These settings allow you to restrict some of the information that the technicians can see and use within Successware Mobile.
Billable Hours Accessibility
This option allows the technician to see the Billable Hours duration for task items. If this option is unchecked, they will not be able to see the duration on tasks.
Cost Plus Invoice Accessibility
This option enables the technicians to make a Cost-Plus invoice through Successware Mobile.
Customer Account Balance Accessibility
This enables the technician to apply the Customer Account Balance (either a positive or negative balance) to the invoice at the payment screen.
Customer Phone Number Accessibility
This option allows the customer to see the customer phone number within Successware Mobile. If you uncheck this, they will be unable to access the customer’s phone number.
Geolocation Accessibility
This option enables you to use the Geolocation feature with Successware Mobile. This includes the ability to see your technicians’ location, see if the tech leaves or arrives out of range from a service location, and auto-arrives the technician when they arrive onsite. If this is removed, no technicians will be able to use the Geolocation feature or have their location recorded.
Schedule Search Accessibility
This option enables you to remove the ability for any and all of your technicians from seeing the Schedule Search. This takes place regardless of permission.
Looking for a more interactive course on the Mobile Admin site? Check out our Learning Management System (LMS)! Our courses are available to all Successware users. If you don't have a sign-in for our LMS, contact us at training@successware.com for a free account.