Home > SI Documentation (v16) > User Guide > Mobile Install > Mobile Install Settings

Mobile Install Settings

If your Mobile Install User has been set up with the role of "Administrator" you will have access to the Setup tab when logged into Mobile Install where you can configure Mobile Install for your company preferences. See Creating Mobile Install Users.

 

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This opens to a page with four tabs: Profile, Logo, Preferences, and Notifications.

Profile

 

Here you can view/change your basic information: Name of company, contact, address, etc.

 

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Logo

 

Here you can upload your Company logo so it will display in Mobile Install.

 

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Preferences

 

Here you can set various preferences for your Mobile Install experience.

 

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Enable Time Sheets

You can decide whether you want to use a Time Sheet interface to enter actual hours vs. just a single field, see Managing Tasks (MI) or Managing Service Orders (MI) for details.

Display analysis of estimated and actual hours to Installers

Unchecking this will not display the Analysis tab for Mobile Install Users set up with role of "Installer" for Tasks and Service Orders.

 

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Display price on service order items

If you do not want the price to display for items on a Service Order then check this box.

Display price when approving a task or service order

If you do not want the price to display on the Approve tab for Tasks or Service Orders then uncheck this box.

Automatically update % complete for tasks based on items marked as installed

This option does the math for you when you mark items as installed on a Task and will update the % Complete field automatically.

 

Archive Section

Here you can set how often (if at all) you want your Tasks and Service Orders to archive.

 

See Managing Tasks for more details on many of these settings.

Notifications

 

Here can choose your email preferences for Tasks and Service Orders notifications.

 

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Additional Settings

 

There are also a few more settings available to you via the button next to your username in the upper right corner of the interface.

 

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My Profile

 

Here you can change your name, email, mobile, time zone, and notification time and days.

 

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Change Password

 

Here you can change your Mobile Install password.

 

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Installers

 

If your Mobile Install user is set up as an Administrator you will also have access to the Installers tab where you can view and manage (some functions) your Mobile Install users:

 

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When editing an installer you can change their Role, mark them as inactive, or you can allow them the permission to "Edit Actual Hrs On All Resources". You may want to do this if you have multiple installers assigned to a Task or Service Order and want to allow a "lead installer" to keep track of the actual hours.

 

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