Mobile App General Functions Tutorials

The Mobile App is a browser-based app that integrates to the desktop version of QuickEasy BOS. It has three main functions:

1. Allowing business owners and managers to view their key metrics from anywhere in the world.
2. Allowing users to record their timekeeping, travel times, and distances from their mobile phones.
3. Allowing reps to manage their customer records from anywhere.

To create dashboards (i.e. to create metrics for the mobile app), users must have admin rights to access the Users setup page. However, dashboards can be copied to or created for other users.

To fully utilise the Customer Relationship Manager (CRM), users must have access rights to view and edit Contacts and Customer accounts.

These tutorials explain how to login and access the Mobile App’s settings.

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How to Login to the Mobile App

1. Open a Browser.
2. Type https://bos.quickeasysoftware.com/ in the URL field and click Enter, Done, Go, or similar.
3.  If you have previously signed in, you will see the Main Interface and Tile Menu.
4. If you have not previously signed in or were signed out, you will see a login screen. Complete the details as follows:
   1. Email = Type the email address associated with your user access to QuickEasy BOS.
   2. Password = Type the password you received in the email.
      • Note: If you have signed in before, your browser should save these fields, and you will not need to complete them again.
      • Note: The first time you sign in with the password you received per email, you are prompted to change the password.
   3. Click Sign In (button).

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How to Reset a Password

1. Open a Browser.
2. Type https://bos.quickeasysoftware.com/ in the URL field.
3. If you see the login screen and you cannot remember your password, click the button that shows ? Forgot Password.
4. Type your email address in the block provided.
5. Click Send Email (button).
6. If your email address matches a user’s email address, you are emailed a new password.
7. You are prompted to change the password when you login.

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How to Access the Menu

1. Login to the Mobile App.
2. You will see a tile menu and a mobile menu icon.
   1. The tile menu shows large buttons in the centre of the screen that you can tap or click.
      1. The available buttons depend on your user access. The options are:
         1. Timekeeping: Start or stop timekeeping records
         2. CRM: View or edit customer information.
         3. Dashboard: View dashboards with metrics.
   2. The mobile menu is more detailed and accessed by clicking/tapping the three parallel lines in the top-left corner.

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How to Switch between Dark and Light Modes

1. Login to the Mobile App.
2. Click the menu.
3. Click Dark Mode or Light Mode to switch to that mode.
   • Note: If you are in Light Mode the menu option shows Dark Mode. 
   • Note: If you are in Dark Mode the menu option shows Light Mode. 

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How to Switch Between Languages

Users must have a language other than English assigned to them in the desktop app.

1. Login to the Mobile App.
2. Click the menu.
3. Click the Language under the Settings heading you want to switch to.

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How to Switch Between Databases

1. Login to the Mobile App. 
2. Click the menu.
3. Click the name of the Database in the top left corner.
4. Click a Database on the dropdown list of databases you are connected to.

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How to Sign Out of the Mobile App

1. From anywhere in the Mobile App, click the menu.
   • Note: The menu is unavailable in Edit Timekeeping mode. You first need to Stop, Start, or Cancel the timekeeping and return to a List View.
   • Note: The menu is unavailable when viewing or editing Customer details from CRM. Use the Back button to return to the list of customers.
2. Click Sign out.
   • Note: You are kept signed in unless you sign out, clear your browsing history and cookies, or a process related to the database signs you out. 

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