Mobile app

3 articles.

• Find customers and quotes on the phone

  How to find a customer, call or email them from the phone, open a quote, read its items, approve items, add a note, and send the quote on from the phone.

• Record a payment on the phone

  How to record a deposit or part-payment from the phone, scan the receipt to fill the form in, check what the scan got wrong, and what the warning about a duplicate means.

• Sign in and use your home screen on the phone

  How to sign in to the IBIOS app, turn on fingerprint or face login, lock and unlock it, and find your way around the home screen.