Kiosk Mode Functions
Now you've read how to get set up with the Kiosk Mode, we can go through the functions, what they do and how to utilise them.
Please note: you will only have access to the functions that have been set under your staff roles and permissions.
Contacts
- Easily view and search for your organisations contacts.
- Click into the contact to view their details.
Leads
- View all leads you have been given permission to.
- See lead statuses and progress.
- Click into the lead to view files, contacts, lead items and organisation members.
Jobs
- View all jobs you have been given permission to.
- See job statuses, progress & types.
- Click into the job to see files, raise alerts, view tasks & picking lists.
- You can also see the link to the lead, job contacts, item specs & members.
Learn how to create a Job Alert here.
Projects
- Projects coming 2024.
Tasks
- View all of your pending and completed tasks that you are assigned to.
- Click into a task and click the Start button to start recording time against it.
- Pause, set progress, mark as complete or not applicable, create alerts & see files by clicking into a task. Here you can also see the task activity, item specs & more.
Upload files directly from a task - click on "Files" to upload files & create folders without having to navigate away. This will upload files to the shared directory and require the staff role ability.
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 create a Job Alert read how to here.
Purchase Orders
- View purchase orders.
- Click into a purchase order to view details & receive items into stock.
Inventory
- View all current stock in your inventory.
- Click the 'Show Removed' button to see stock that has been picked.
- Adjust quantity on hand by clicking into the material and using the 'update' button.
- 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.