Adding or Changing the User assigned to a tablet for Mobile Manager Pro will need to be done on the tablet you want them assigned to.
Things To Note
- The assigned users list originates from your shop’s management system, using the Service Writers and Technician list.
📽️For a video tutorial regarding this please see Mobile Manager Pro - How To Assign A User
How To
- Open Mobile Manager Pro on the desired tablet.
- Use the top left menu options and select User.
- If a user is currently assigned to that tablet, the menu will show the name of the logged-in user instead of the word "User."
- Use the drop down menu to assign the user desired for the tablet
- If desired, a profile picture may be taken for the user with the ‘Take Profile Picture’ option
- Once assigned, select OK to return to Work In Progress
- Using the top right menu options, if you selected a technician, you would then go to the right menu which is the three dots in the top right
- In the display you'll see there is Estimate, Ro and Invoice. Remove the check on invoice if technicians do not need to view or do anything with invoices.
- Then at the bottom where it says "filter by technician" change that to the technician you just assigned the tablet to.
- This ensures that only the Estimates and Repair Orders associated with the assigned technician will be displayed on that tablet.
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- Click okay
- Click okay