How to get new jobs, tasks, employees, etc on the app?
Syncing in the new app is very similar to how the previous app worked. There is no "Pull Sync", "Push Sync" or "Full Sync" like the previous app. If you want to get new jobs, tasks, employees, etc on your mobile device, you will go to the menu and tap the sync button.
How do I submit my time?
Real Time Submission
If you have employees that clock in and out, their time will sync as soon as the time record is created if they have an internet connection. If you don't have an internet connection when you're clocking in and out, make sure to open the app and pin in when you do have an internet connection.
Common reasons why records don't sync
Employees close the app before syncing has completed
There is no internet connection when employees created time records
Syncing information to/from device
What is Sync? Sync is the act of pushing or pulling information to and from the Control Center. Before you sync, make sure to read up on how permissions are looked at by the mobile app. You can read that piece here. In order to sync the data with ...
Transitioning From the Old Mobile App to New Mobile App
Introduction Instead of creating new devices in the Control Center for every new mobile app downloaded, we've provided 2 methods to move your employees from the old app to the new. Prerequisites You'll need to have the old mobile app downloaded on a ...
Creating and submitting a Form using the new mobile app
Introduction WorkMax Forms have never been easier to create and submit. We'll cover how to access form templates on the new mobile app and how to sync them. Prerequisites A Forms license, the new mobile downloaded, and applicable permissions to ...
Setting up New Mobile Devices
1, To set up a new device, select the Settings drop-down menu, and select Devices. This will open the Device Manager screen. 2. In the Devices Manager screen, click the +New button and complete the following fields (referenced in the ...
Permissions The end goal of permissions is to restrict your employees to only view and use certain jobs, tasks, assets, forms, custom lists and devices. Every company has their own spin on using permissions. Many companies absolutely need to have ...