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The Project module in the Mobile differs as compared to the desktop application.

The Project module consists of the following tabs

  • Information

    • Scope of work and general project info.

  • Contacts

    • List of Project Contacts, the Primary and their types.

  • Documents

Only PDF, Images and other documents that can be opened on a mobile device.

  • Punch Lists

    • List of all Open and Closed Punch Lists created for the project.

  • Installations

    • List of scheduled installation dates.

  • Notes

    • All project notes

Project Actions
Click on + on the bottom right corner to access actions.

  • New Punch List

    • Create a new punch list and it marks the job as Punch List / Hot Job and submits a Punch List Action Item.

  • Upload Project Documents

    • Upload pictures or files to Project Documents using the following methods.

      • Upload from Camera

      • Upload from Gallery

      • Upload from Files

  • Upload Progress Pictures

    • Upload pictures or files to Project Documents using the following methods.

      • Upload from Camera

      • Upload from Gallery

      • Upload from Files

    • Pictures will automatically upload to the project documents as Document Type “Gallery Image” for printing of the Installation Progress Report. See Progress Pictures section for additional information.

Upload actions will need to allow the App to access your camera and photos when prompted. You can also go to Settings > Select e-manage Mobile app > allow access to your photos and camera.

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