Registration
After downloading the Successware App, you need to register your device first in order to be able to log in.
1. If you don't have a registration token, you can request one from Successware Support.
2. Type in the registration token on your mobile device.
3. Tap the “Register” button to continue.
Login
1. Type in your username and password. This is the same username and password you use to login to Successware. If you wish to change your password, this can be done by clicking the Forgot Password link on the login page.
2. Select the appropriate company from the Company dropdown list.
3. Select the Truck that you drive. This will be used when creating requisitions using Successware Mobile.
- If your company does not use requisitions, you may leave it as “No Truck”.
4. Tap the “Next” button to continue.
Home
On the Home screen, there are 3 main sections:
A. Timecard Status
This section is used to display your current timecard entry or make a new entry.
B. Your Assignment
This section is used to show if you have an assignment.
C. Technician Scorecard / Sales Scorecard
This section shows different charts and graphs depending on what is selected as Key Performance Indicators (KPIs) in Successware Platform. To change what is shown here, login to Successware Platform and navigate to: Main Menu -> Reporting -> KPI Management.
Menu
Using the menu, you will be able to move between different views within Successware Mobile. To view the menu:
1. Tap on the hamburger menu on the top right.
2. The menu will appear.
You are also able to see your username, the company you are currently logged in with, your current truck, and logout.
At the very bottom, you will be able to see the version number in the lower right corner.
There are seven different views available from the menu:
Home
The dashboard section is used to access your current assignment and change your timecard.
Customers
The Customers section allows you to search for customers that you are not currently assigned to as well as add new customers. When searching for customers, you will be able to create a new job for the customer you are viewing. This feature does require permission to see and if you have manager privileges you can add jobs for other technicians.
Schedules
The Schedules section allows you to see your schedule for the day and future days without requiring that you contact the office or be on that job. This feature does require permission to see and if you have manager privileges you can see the schedule for other technicians.
My Job History
The My Job History section allows you to see past jobs you have worked. If any are not completed, you can resume them.
Pricebook
The Pricebook section allows you to look through the Pricebook to see where items are located, their item number, and their price.
Glossary
This option brings up the Successware webpage that reviews commonly used terms in HVAC/IAQ & Plumbing.
Settings & Support
The Support section provides the support chat system, phone number, and email address. Please feel free to call this number if you have any questions. Here you can adjust settings for Successware Mobile and see if there are new updates.
This menu option will notify you if there is a new version of Successware Mobile available.
Timecard
Non-Job-related Timecard entry
While not working on an assignment, you can update your Timecard status for the coming hours.
You may not have a timecard entry that overlaps an existing timecard entry.
Steps:
1. Tap the Timecard area.
2. Select the timecard status.
3. Set the expected duration.
4. Tap the “Save” button.
Job-related Timecard status
While working on an assignment, you can see your current timecard status is updated automatically based on the assignment progress: “Dispatched” and “Onsite”. The timecard status will be visible on both the Home screen and the Assignment screen.
• After you tap the “Dispatch” button, the timecard will be updated to “Dispatched”.
• After you tap the “Confirm arrival” button, the timecard will be updated to “Onsite”.
Looking for a more interactive course on Successware Mobile for Platform - 101? 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.
https://successwaretraining.com/myinfo/