User Manual

Creating Accounts
On the homepage of your portal click “Ac-
counts” across the top of the screen.
On the right-hand side of the screen click
the blue “NEW ACCOUNT” icon.
Input account information: choose branch,
account name, address, client contact info,
account specifications, visit proof, reporting
emails and upload a floor plan if you would
like.
Visit Proof:
Under the visit proof section you will have
the option of choosing “Serviced” or “View-
able” for devices with and without activity.
“Serviced” means that during the onsite
service visit you have to physically tap on
the circle within the app to download the
information from the sensor in order to have
the device shown as serviced.
“Viewable” means that if the device comes
within the ‘viewable’ range of the app (typ-
ically 10-20 feet) during your onsite visit, it
will show the device as serviced.
**** The default setting will be: devices
with activity “Serviced” and devices without
activity “Viewable”. You can change these
settings at any time.
Reporting Emails:
Under the reporting emails section you
have the option to add an email address of
anyone you would like to receive the service
report email once the onsite service visit is
completed. You can add and remove email
addresses using this feature as any time.