🔧 How to Create Customers, Jobs, and Dispatch from the Mobile App

Step 1: Enable Mobile Permissions (Admin Only)

To give a user access:

1. Log into the desktop version of the software.

2. Click the gear icon (top-right corner).

3. Go to Settings > Users.

4. Click on the user’s name.

5. Scroll to the Mobile App section.

6. Enable desired permissions:

   • Manage Customers

   • Manage Locations

   • Manage Jobs

   • Manage Assignments

   • Dispatch to Self

These permissions are off by default and must be turned on per user.

Step 2: Using the New Tools in the Mobile App

Once permissions are enabled, the user will see a new "person + icon" in the top-right corner under the search tab.

Create a Customer

1. Tap the search icon (bottom navigation).

2. Tap the person+ icon (top-right).

3. Enter customer details and save.

Add a Location

1. After creating or selecting a customer, tap the person+ icon again.

2. Choose Add Location, fill out the form, and save.

Create a Job

1. From a customer/location record, tap the person+ icon.

2. Select Create Job, fill in job type, description, and priority.

Create Assignment & Dispatch

1. Tap the person+ icon and select Create Assignment.

2. Assign it to yourself and optionally dispatch to begin work.

You can update the job description, type, priority, and job notes anytime.
You cannot edit preliminary (assignment) notes once dispatched.

Known Limitations

• You cannot assign jobs to other technicians

• You cannot view the dispatch board

• No office staff notifications are triggered at this time

• All data syncs to the desktop instantly

Need Help?
Reach out to support at softwaresupport@mycertainpath.com