Client

Client Module

New Client

New Client

New Client

Add a new customer on the mobile app

 

    

 

Click on the Plus symbol on the top right corner to add a new client

Fill in the information for the client.

Make sure that the tick is clicked in order to save the information before moving to the other menus.

Once saved, there will be a green menu notification that the record has saved.

Scroll to the right to see the next menu

 

Next menu the address

Fill in the address information and then click on the tick to save your information

Scroll to the right to add any attachments

 

Attachments

After clicking on the Plus + button to add a new image

Enter a description and decide whether to capture a new image or add an existing image

 

Go back to the search window and sync to server

Looking at the status it says Needs Sync.  This means that the record is still on the phone but not on the server.

Syncing to the server will take the record from the phone to the server.

 

Client Info

Client Info

Client Information

Security setup

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Search and read information on a customer

Menus include the following:

    

The above menus are controlled by turning what the user sees or does not see.

This setting is controlled in Huge ERP security in the user setup menu.

System Configuration Module > General > User Setup > Edit User > Module Access tab

 

Time Logs

Time Logs

Time Logs

Capture time against clients

 New version

 

 

Time Logs

New Time Log

Click on the Plus + button to add a new record

Search for the customer.

Enter the contact person you are working with (this will default the contact at the debtor/customer setup)

Enter a short reference and summary of what has been done at the client

Check date (will default today's date)

Start time (when first adding the time log the log will assume the current time)

Change the time

Clicking on the Start Time button will set the time now

End time (the system will automatically enter one hour later)

Bill quantity - this will be based on the start and end time

  

 

Information on general details when scrolling down

Not billable

activate if this time log is not billable
Status

select a status for this time log (default is set in the main system)
Notes

enter detailed notes for the time log
Copy to memo

use this button to add the notes to a memo note
Copy to support log note

if this time log is linked to a support log, you can copy notes to the support log problem section

 

NOTE: Click on the tick to save changes before moving on to the next sub menus

Time Logs

Time Log Contract

This menu has additional information for the time log

Contract this links the time log to a contract (a default is automatically set)
Task the task is linked to a contract
Service item the service item is linked to a task (the service item is what is shown on the invoice)
Order number enter a order number
Trackit Link the time log to a Trackit item
Support log Link the time log to a support log
Job Link the time log to a Job
Employee rate set the employee rate

 

Three customized fields

Rate 1 (Normal time)
Rate 2 (Time and half)
Rate 3 (Double time)

Time Logs

Time Log Billing

Select the billing rate

This rate is used for invoice and calculating the time log rate

Bill quantity on time X bill rate = Total bill rate

 

Original billing rate

This is a guide rate to what rate you would like to bill

It is only used for reporting.

 

Time Logs

Travel Expense

Activate to charge for Travel

Bill type

  1. Distance
  2. Time
  3. Both

 

Activate for toll fees

Charge toll fees or not

 

Time Logs

Visit Items

Add new items against the time log

Stock, service or custom type items

 

 Multiple items can be attached

 

Time Logs

Time Log Attachment

Add images of work done as proof of progress

Click on the Plus + button to add a new image

After syncing the time log, go to Uploads menu to sync the images to the server

 

Time Logs

Time Log Menus

Email to self Email the time log to yourself
Open support log if time log is linked to a support log you can open the support log
Create reminder create a reminder on this time log
Clone log make a copy of the time log
Create sales lead create a sales lead from the time log
Memo create a memo note on this time log
Custom fields set the custom fields which are linked to this time log

 

 

Time Logs

Sync to Server

After saved, sync the time log to server

 

 

Time Logs

Quick Time Log

Capture time without all the additional menus

Only the very basics are here.

     

Add in a new quick time with the Plus + button

Employee this will default to the user that is logged onto system
Client add in the client that the log is against
Job link to a job
Task select the task
Employee rate select the rate
Support log link the time log to the support log
Reference add a reference note, defaulted to the task description
Service item service item linked to the task
Non billable select if billable or not
Notes add in notes for the time log

 

Time Logs

Client Visit Split Time

Split time (this feature has been discontinued)

 

This time is used where you want to go into detail for every minute.  Having a start stop button capturing time against a client.

Merge all time into one time log or individual times.

 

Add in a new time log

Reference enter a summary note
Notes enter details of time log
Client enter a client log is against
Start / Stop Select button to start time
Start / Stop Select button to stop time

 

Stop time

This will add an entry to the right side.

Continue to add the next time

Use the delete button to delete incorrect entry

 

 

Time Logs

Client Calendar

View your time logs in a calendar format.

Go straight to the time log or the client information

 

    

 

Calendar view by Day, Week or Month

 

 Clicking on the entry allows one to open up time log or client information

 

Time Logs

Time Tracker

Time tracker works with Clock in and Clock out

Use the Clock in to create a time log which is linked to a support log or job

  

 

Type:

  1. Check in
  2. Sick
  3. Leave

 

Client Visit

Client Visit

Visit

Client visit allows you to capture the following for a client/ customer you are visiting:

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Client Visit

Client Visit Setup

Security setup

You can setup security access for client visit on the Huge ERP system.

This will allow you to control who sees what on their Webatar mobile

To be able to add security to users Webatar go to:

System Configuration Module > General > User Setup > Edit/Add User > Module Access tab

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Click on Edit to edit the existing Webatar role or click Add to create a new Webatar mobile app role

This will lead you to the Items tab, add all put a tick on any items that a user will need access to

Once complete click on the Menu Tab

Select the menu you want to add security for 

In this case, select Client Visit

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The user will only have access to the menus on the right and not the left

Click Save and Close 

Make sure you put a tick on by Mobile Access

Then click save and close again 

Webatar Security View

To view security changes, you need to open your Webatar to sync, so all changes can take effect.

Below is how security menus will be displayed on the Webatar App

All menus that the user does not have access to will not show

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Client Visit

Search Window

The search window has three main sections

  1. Search button
  2. Refresh button
  3. Add button
Search Search for specific time logs
Refresh Click on this button to see existing time logs
Add Button Add a new time log