...
| Note |
|---|
In order for your business to use Reapit Go, it must first be enabled via the Reapit AppMarket first
It only needs to be enabled once ( for the whole company), not for each individual user, for For instructions on how to do this, click here: ADD LINK!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Enable the Reapit Go integration for your company (one-off process) |
This page outlines the basics for getting started with using Reapit Go on your mobile device
...
, it covers how to:
| Table of Contents |
|---|
| minLevel | 3 |
|---|
| maxLevel | 3 |
|---|
| outline | false |
|---|
| style | disc |
|---|
| type | list |
|---|
| printable | true |
|---|
|
Launch Reapit Go & log in
1. Launch Reapit Go On your mobile device: |
: this QR code: 
Image Removed | Image Added |
2. Welcome screen From the Welcome screen: |  Image Added |
3. Log in with usual Reapit login From login page: | Info |
|---|
You may see a message asking permission for Reapit Go to access your location Accepting this will ensure that full location services can be used when using the app |
|  Image Added |
Access Reapit Go homepage & navigation bar
| Tip |
|---|
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 |
1. Reapit Go homepage After logging in, the Reapit Go homepage is displayed: Your name and uploaded image are displayed at the top
When no image uploaded, initials are displayed instead
When sharing your location, the weather in your current location is also displayed
Where your location is not shared, the current weather in your office location will be displayed
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
Basic details of the next appointment for the logged in user is displayed
|  Image Added
|
2. Navigation bar The navigation bar is always displayed across the bottom of the Reapit Go screen (on a mobile device)
On a tablet, it is shown across the top of the screen, as outlined here: Reapit Go on a mobile phone or tablet For detailed information on how to use each option shown on the navigation bar, use the following links |
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
|
The menu top right provides shortcuts to: Reapit Knowledge Base
Coming soon! …will provide access to Knowledge Base guides on Reapit Go
Currently launches the Service Desk Portal containing links to the Knowledge Base Log a ticket
Launches the Service Desk Portal which allows help to be accessed in the Knowledge Base and support tickets to be logged My Apps
Launches the Reapit AppMarket to access and install apps
 Image Added |
Related articles
| Filter by label (Content by label) |
|---|
| showLabels | false |
|---|
| max | 8 |
|---|
| maxCheckbox | false |
|---|
| sort | modified |
|---|
| showSpace | false |
|---|
| reverse | true |
|---|
| cql | label = "$contentbylabelreapitgo-new" |
|---|
|
| Note |
|---|
Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
| Excerpt |
|---|
|
The basics for getting started with using Reapit Go on your mobile device, including how to launch & login to the app and homepage basics |
