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This guide has been reviewed against our global client base and classed as relevant to all regions

...

This page outlines the basics for getting started with using Reapit Go on your mobile device, it covers how to:

Table of Contents
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Launch Reapit Go & log in

1. Launch Reapit Go

On your mobile device:

QR code.png

2. Welcome screen

From the Welcome screen:

  • Click Tap Login With Reapit

Login screen.png

3. Log in with usual Reapit login

From login page:

  • Enter your usual Reapit login details and click tap Sign in

Tipinfo

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

RC login screen.png4

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

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1. Reapit Go homepage

The

After logging in, the Reapit Go homepage is displayed:

  • Your name and

image (or initials where

  • uploaded image are displayed at the top
    When no image

is

  • uploaded

)

  • , initials are displayed

at the top

  • 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)

    • A tick icon is displayed when all appointments are complete for the day

    • Tap panel to open Diary

  • 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

    • Tap panel to view the appointment detail

Home page.pngImage Added

Info

The appointments section of the homepage is covered in more detail within this guide:
Use the Reapit Go homepage for quick access to appointments & follow ups

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

section

option shown on the navigation bar

(at the bottom of the homepage), click

, use the following links

:

  • Appointments/Diary


ADD LINK!!!!!!!!!!!!

  • Properties
    ADD LINK!!!!!!!!!!!!

  • Applicants
    ADD LINK!!!!!!!!!!!!

  • Contacts
    ADD LINK!!!!!!!!!!!!

    • Info

    Options available via the icon top right are covered here: ADD LINK!!!!!!!!!!!!

    Home page.pngImage Removed

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    Tip

    Navigation tips

    • Tap the back button on your browser to go back to the previous screen

    • The Reapit icon is shown on most screens (top left) - tap it to return to the homepage

      • If the Reapit icon is not shown, you can usually tap the cross (top right) to close the current screen and go back to the previous screen

    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:

    • Create bookmark as usual

    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

    Useful links (menu options, top right)

    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

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    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
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    This page outlines the The basics for getting started with using Reapit Go on your mobile device, including how to launch & login to the app and homepage basics