Admin Setup for the Installation Package (Mobile Apps)

The Mobile App Installation Packet feature allows administrators to control which notes, documents, and surveys appear for users in the GO App, Crew App, and Partner App. This helps reduce clutter and ensure the right information is available in the field.

Steps to Configure Document and Note Types Visible in Moble Apps:

1. Open the Administrator Application.

2. Navigate to Settings → Report / Logo Settings.

3. Under the appropriate Corporate Division, scroll to the Note Types for Work Order section.

4. For each Note Type listed, check the corresponding boxes to make it visible in:

   • GO App

   • Crew App

   • Partner App

5. Scroll further down to the Document Types for Work Order section.

6. For each Document Type, check the corresponding boxes to make it available in each app as needed.

7. Your changes will save automatically. These selections determine what your field teams see when accessing the Installation Packet from their respective apps.

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Steps to Configure Surveys that Appear on Work Order in Mobile Apps:

1. Staying in Report / Logo Settings, locate the Surveys for Work Order section on the right-hand side of the same window.

2. Check the box for each survey you want included in the Work Order packet for the mobile apps.

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