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This guide has been reviewed against our global client base and classed as relevant to all regions |
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This page outlines the basics for getting started with using Reapit Go on your mobile device, it covers how to:
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Launch Reapit Go & log in
1. Launch Reapit Go On your mobile device: | |
2. Welcome screen From the Welcome screen: | |
3. Log in with usual Reapit login From login page: Tipinfo |
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You may see a message asking for permission for Reapit Go to access your location Accepting this will ensure that full location services can be used when using the app |
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Access Reapit Go homepage & navigation bar
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With the exception of the weather information, all information shown on the Reapit Go homepage is taken from your Reapit database - updating information within Reapit Go updates your Reapit CRM database and will be seen when using the Reapit CRM desktop product |
The After logging in, the Reapit Go homepage is displayed: |
image (or initials where is ) at the topFor Appointments Tap blue plus (+) icon to create a new appointment
The number of remaining appointments for today for the logged in user is shown (on left) The number of appointments to be followed-up for the logged in user is shown on right This covers follow ups due today and the previous 2 days A tick icon is displayed when all required follow-ups have been completed Tap panel to open Follow Ups Due list
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The appointments section of the homepage is covered in more detail within this guide: ADD LINK!!!!!!!!!!!! |
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2. Navigation bar (bottom of screen) The navigation bar is always displayed across the bottom of the Reapit Go screen, for detailed information on how to use each |
section option shown on the navigation bar |
(at the bottom of the homepage), click the following links: |
-ADD LINK!!!!!!!!!!!! Properties
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- ADD LINK!!!!!!!!!!!! Applicants
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- ADD LINK!!!!!!!!!!!! Contacts
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The Reapit icon is always shown top left - tap it to return to the homepage Options available via the icon top right are covered here: ADD LINK!!!!!!!!!!!! |
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Bookmark homepage and/or specific location/page within Reapit Go
After launching Reapit Go, you may wish to bookmark the homepage for future use From the Reapit Go homepage: It is also possible to bookmark a specific location/page with Reapit Go: For example, if you would prefer to see the diary (rather than the homepage) when logging in Navigate to the required location, e.g. tap Diary Create your bookmark as usual When accessing Reapit Go again, use this bookmark to go straight to the required location
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