EFFORT Mobile App Guide

Activation Method 1

  1. To set up EFFORT, follow these simple instructions:
  2. Sign up for an account http://spoors.in/effort6/signup
  3. Once you've signed up successfully, you should get a mail with the login credentials. Sign in to EFFORT http://spoors.in/effort6/login
  4. Download the mobile app from the Apple App Store, Google Play Store, Windows Phone Store, or using the link in your Welcome Email
  5. After the app is downloaded you can now activate it

Activation Method 2

  1. After the app is installed, it will prompt you to send an activation SMS to a number, click Send.
  2. Your app will be activated shortly
  3. Press the sync icon at the top right of home/agenda in the mobile app to synchronize data and to start using EFFORT.

Android


General

  1. Please turn on GPS before you start using EFFORT. It is most accurate with GPS turned on.
  2. Since this app consumes mobile data please have a data plan active for it to work seamlessly.

Android Settings

  1. Turning on GPS: Go to Settings » Location » Turn on 'Use GPS satellites' and, if available ,'Use wireless networks'.
  2. Turning on data: Go to Settings » Wireless & Networks » Mobile networks » Enable data.

FAQs

  1. What is sync and why is it necessary?
  2. Sync (Synchronization) is the method by which your app connects with EFFORT's web management portal downloading and uploading real-time information when the phone is connected to the internet. You can view when the last sync had occurred beside the sync icon. Sync occurs automatically once every few minutes. Additionally, you can sync manually by pressing the sync button.

  3. What can I do from Agenda?
  4. The agenda view is where you can see the snapshot of all your jobs, holidays, events and leaves that you are associated with. Each of these has an icon that indicates the type. You can see additional details about a job by selecting it. By clicking on the overflow icon ( ) on the top right in this screen, you can also quickly

    1. Add a job: Useful for scheduling meetings on the fly and capture quick notes and proofs.
    2. Add a customer: Add new customers right away with minimal hassle.
    3. Apply for leave: Let your manager know instantly when you might not be available.
    4. Submit a form: Quickly fill a form and submit it.

  5. How do I add a new job?
  6. A new job can be added by clicking on the + button on the right-hand side of home, agenda or jobs. Select the "Add a job" button. You will be taken to a screen in which you can give some basic information such as date and time the job is to be done, customer name, location etc and save. If required additional notes, proofs and extras can be added before saving.

  7. How do I view customers?
  8. From the home screen, select customers to take you this screen. Recently viewed customers will be shown here and will be available for offline use for at least a day. Additionally, you can also search for customers in the database. You can view complete details by selecting any customer.

  9. How do I add a new customer?
  10. A new job can be added by clicking on the + button on the right-hand side of home, agenda or customers. You will be taken to a screen which will ask you the customer name (mandatory) and other optional information.

  11. How do I submit a new form?
  12. When you select forms from home screen you can see a list of all the form templates available to you. Choose the form template that you'd like to submit and then select +form. Fill up the form fields as per your requirement. Make sure that you enter all the mandatory fields and press submit.

  13. Why am I unable to submit/edit any forms of a specific type?
  14. You can no longer submit new forms for any form template that your manager has withdrawn. When this happens you should contact your manager. You will however be able to view all the old forms that you've submitted.

  15. What are stages and how are they helpful?
  16. Stages help you break down a job into sub tasks and allow you to focus on each task individually while not losing sight of the big picture. It is like a guideline or process given in completing a task/job. By configuring stages you can enable business work-flow into your jobs and let users follow a well defined process to go about their tasks. Stages also help you in capturing pre-defined set of data (forms) when certain milestones within a job are reached. To set up stages, go to EFFORT web panel -> company settings -> Job Types and Stages.

  17. Can I group my customers?
  18. Absolutely! You can always create as many customer types as you want and put customers into these types. Essentially, your types will act as your groups.

  19. Is there a way to create and define my own form?
  20. We're glad you asked! EFFORT's form templates are as flexible as they come. You can have as many fields as you want, order them in anyway and even choose what type of data needs to be filled. You can select from text, numeric, date, time, customer as dropdown, create your own dropdown list, Yes/No, and more. Once you create a form template, be sure to publish to start using it on your mobile. You can go ahead and create a form. There is no limit to how many forms you can add, so keep filing them!

  21. I have too many jobs. Can I filter them somehow?
  22. In the Jobs screen there is an option to filter jobs by type. You can check as many types you want and the jobs of only those types will show up. Note that this filter is effective even in the agenda.

  23. How can I view older jobs?
  24. By default, EFFORT stores all future jobs and some older jobs. If you'd like to view all of them, click on load more previous jobs to get a list of previous jobs from the cloud. Keep hitting go back in history to get older jobs.

iPhone


General

Here are a few points to note while using EFFORT:

  1. Please turn on location services before you start using EFFORT.
  2. Since this app consumes data please have a data plan active for it to work seamlessly.
  3. The tracking status is shown at the bottom right corner. The sync status is shown in the left corner.

iPhone Settings

  1. If on iOS version higher than 6.0: Turning on Location services: Go to Settings -> Location services -> Turn on Location Services
  2. Turning on data: Go to Settings -> General -> Network -> Turn on Cellular Data

FAQs

  1. What is sync and why is it necessary?
  2. Sync (Synchronization) is the method by which your app connects with EFFORT's web management portal downloading and uploading real-time information when the phone is connected to the internet. You can view when the last sync had occurred beside the sync icon. Sync occurs automatically once every few minutes. Additionally, you can sync manually by pressing the sync button.

  3. What can I do from Agenda?
  4. The agenda view is where you can see the snapshot of all your jobs, holidays, events and leaves that you are associated with. Each of these has an icon that indicates the type. You can see additional details about a job by selecting it. By clicking on the : on the top right in this screen, you can also quickly

    1. Add a job - Useful for scheduling meetings on the fly and capture quick notes and proofs.
    2. Add a customer - Add new customers right away with minimal hassle
    3. Apply for leave - Let your manager know instantly when you might not be available
    4. Add a form - Quickly fill a form and submit it

  5. How do I add a new job?
  6. A new job can be added by clicking on the + button on the right-hand side of home, agenda or jobs. Select the "Add a job" button. You will be taken to a screen in which you can give some basic information such as date and time the job is to be done, customer name, location etc and save. If required additional notes, proofs and extras can be added before saving.

  7. How do I view customers?
  8. From the home screen, select customers to take you this screen. Recently viewed customers will be shown here and will be available for offline use for at least a day. Additionally, you can also search for customers in the database. You can view complete details by selecting any customer.

  9. How do I add a new customer?
  10. A new job can be added by clicking on the + button on the right-hand side of home, agenda or customers. You will be taken to a screen which will ask you the customer name (mandatory) and other optional information.

  11. How do I submit a new form?
  12. When you select forms from home screen you can see a list of all the form templates available to you. Choose the form template that you'd like to submit and then select +form. Fill up the form fields as per your requirement. Make sure that you enter all the mandatory fields and press submit.

  13. Why am I unable to submit/edit any forms of a specific type?
  14. You can no longer submit new forms for any form template that your manager has withdrawn. When this happens you should contact your manager. You will however be able to view all the old forms that you've submitted.

  15. What are stages and how are they helpful?
  16. Stages help you break down a job into sub tasks and allow you to focus on each task individually while not losing sight of the big picture. It is like a guideline or process given in completing a task/job. By configuring stages you can enable business work-flow into your jobs and let users follow a well defined process to go about their tasks. Stages also help you in capturing pre-defined set of data (forms) when certain milestones within a job are reached. To set up stages, go to EFFORT web panel -> company settings -> Job Types and Stages.

  17. Can I group my customers?
  18. Absolutely! You can always create as many customer types as you want and put customers into these types. Essentially, your types will act as your groups.

  19. Is there a way to create and define my own form?
  20. We're glad you asked! EFFORT's form templates are as flexible as they come. You can have as many fields as you want, order them in anyway and even choose what type of data needs to be filled. You can select from text, numeric, date, time, customer as dropdown, create your own dropdown list, Yes/No, and more. Once you create a form template, be sure to publish to start using it on your mobile. You can go ahead and create a form. There is no limit to how many forms you can add, so keep filing them!

  21. I have too many jobs. Can I filter them somehow?
  22. In the Jobs screen there is an option to filter jobs by type. You can check as many types you want and the jobs of only those types will show up. Note that this filter is effective even in the agenda.

  23. How can I view older jobs?
  24. By default, EFFORT stores all future jobs and some older jobs. If you'd like to view all of them, click on load more previous jobs to get a list of previous jobs from the cloud. Keep hitting go back in history to get older jobs.

Windows


General

Here are a few points to note while using EFFORT:

  1. Please turn on location services before you start using EFFORT.
  2. Since this app consumes data please have a data plan active for it to work seamlessly.
  3. The tracking status is shown at the bottom right corner. The sync status is shown in the left corner.

Windows Settings

  1. Turning on GPS: Go to Settings -> location -> Turn on Location Services.
  2. Turning on data: Go to Settings -> cellular -> Turn on Data connection

FAQs

  1. What is sync and why is it necessary?
  2. Sync (Synchronization) is the method by which your app connects with EFFORT's web management portal downloading and uploading real-time information when the phone is connected to the internet. You can view when the last sync had occurred beside the sync icon. Sync occurs automatically once every few minutes. Additionally, you can sync manually by pressing the sync button.

  3. What can I do from Agenda?
  4. The agenda view is where you can see the snapshot of all your jobs, holidays, events and leaves that you are associated with. Each of these has an icon that indicates the type. You can see additional details about a job by selecting it. By clicking on the : on the top right in this screen, you can also quickly

    1. Add a job: Useful for scheduling meetings on the fly and capture quick notes and proofs.
    2. Add a customer: Add new customers right away with minimal hassle.
    3. Apply for leave: Let your manager know instantly when you might not be available.
    4. Submit a form: Quickly fill a form and submit it

  5. How do I add a new job?
  6. From the home screen, select customers to take you this screen. Recently viewed customers will be shown here and will be available for offline use for at least a day. Additionally, you can also search for customers in the database. You can view complete details by selecting any customer.

  7. How do I view customers?
  8. From the home screen, select customers to take you this screen. Recently viewed customers will be shown here and will be available for offline use for at least a day. Additionally, you can also search for customers in the database. You can view complete details by selecting any customer.

  9. How do I add a new customer?
  10. A new job can be added by clicking on the + button on the right-hand side of home, agenda or customers. You will be taken to a screen which will ask you the customer name (mandatory) and other optional information.

  11. How do I submit a new form?
  12. When you select forms from home screen you can see a list of all the form templates available to you. Choose the form template that you'd like to submit and then select +form. Fill up the form fields as per your requirement. Make sure that you enter all the mandatory fields and press submit.

  13. Why am I unable to submit/edit any forms of a specific type?
  14. You can no longer submit new forms for any form template that your manager has withdrawn. When this happens you should contact your manager. You will however be able to view all the old forms that you've submitted.

  15. What are stages and how are they helpful?
  16. Stages help you break down a job into sub tasks and allow you to focus on each task individually while not losing sight of the big picture. It is like a guideline or process given in completing a task/job. By configuring stages you can enable business work- flow into your jobs and let users follow a well defined process to go about their tasks. Stages also help you in capturing pre-defined set of data (forms) when certain milestones within a job are reached.

    To set up stages, go to EFFORT web panel -> company settings -> Job Types and Stages.

  17. Can I group my customers?
  18. Absolutely! You can always create as many customer types as you want and put customers into these types. Essentially, your types will act as your groups.

  19. Is there a way to create and define my own form?
  20. We're glad you asked! EFFORT's form templates are as flexible as they come. You can have as many fields as you want, order them in anyway and even choose what type of data needs to be filled. You can select from text, numeric, date, time, customer as dropdown, create your own dropdown list, Yes/No, and more. Once you create a form template, be sure to publish to start using it on your mobile. You can go ahead and create a form. There is no limit to how many forms you can add, so keep filing them!

  21. I have too many jobs. Can I filter them somehow?
  22. In the Jobs screen there is an option to filter jobs by type. You can check as many types you want and the jobs of only those types will show up. Note that this filter is effective even in the agenda.

  23. How can I view older jobs?
  24. By default, EFFORT stores all future jobs and some older jobs. If you'd like to view all of them, click on load more previous jobs to get a list of previous jobs from the cloud. Keep hitting go back in history to get older jobs.