Kiosk Mode Functions

Now you've set up Kiosk mode, let's cover its functions: what they do, and how to use them.

Contacts

• Easily view and search for contacts.
• Click into the contact to view their details.

Leads

• View all leads that you have permission to access.
• See lead statuses and progress.
• Click into the lead to view files, contacts, lead items and organisation members.

Jobs

• View all jobs that you have permission to access.
• See job statuses, progress, and types.
• Click into the job to see files, raise alerts, and view tasks and picking lists.
• You can also see the link to the lead, job contacts, item specs, and members.

Tasks

• View all of your pending and completed tasks that you are assigned to.
• Click into a task and select Start to begin recording time against it.
• Pause, set progress, mark as "complete" or "not applicable", create alerts, and see files by clicking into a task. Here you can also see the task activity, item specs, and more.

• Upload files directly from a task - click Files to upload files and create folders without having to navigate away. This will upload files to the shared directory - note that you need the staff permission to do so.

  

Job Alerts

• View and search job alerts.
• Click into a job alert to see the details, or view and upload files from your phone or tablet.

Learn how to create a Job Alert here.

Purchase Orders

• View purchase orders.
• Click into a purchase order to view details and receive items into stock.

Inventory

• View all current stock in your inventory.
• Click Show Removed to see stock that has been picked.
• Adjust quantity on hand by clicking into the material and clicking Update.
• If an item in your inventory has a job number attached, this means it has been allocated to a job.

Notifications

Keep an eye on your notifications to see when you've been assigned to a job, received a job alert, and much more. Click into the notification to view more details. If there is a link, click on this to be taken to the task, etc.