When you log in to Mobile Install (MI), you will see the Dashboard with your tasks published from SI.

Tasks are categorized as Not Started, In Progress, Completed, and Overdue. Clicking any of the tiles will display a filtered list of your tasks, or you can click the Tasks tab to view all your tasks.

There are various filters where you can view tasks within a date range or filter by Status, etc.

On the right side of the interface, next to each task, you will see the following icons:

You can also click on a task name to edit it.

The General tab has general information about the task, some of which is editable via the Pencil icon.

The Items tab lists all the individual Items that have been added to the task.

Using the pencil icon, you can edit each item individually. This allows you to edit the Picked, Picked On, Installed, Installed On, Serial Number, IP Address 1, IP Address 2, MAC Address 1, MAC Address 2, and Notes fields.

You can also mark all items as Picked or Installed in one go by clicking the check box next to the item header and then clicking the Update button.

The Site Items tab allows you to add products or labor directly to a task in the MI interface. Then, you can add these items to the project.

Click the appropriate button to add a product or a labor Item.

If you are manually entering an item, this will open a page where you can enter as much information as you like.

You could also add an item from your SI catalog if you have used the Publish Site Items feature from within SI.

This opens a window to choose an item to add as a site item.

You must approve site items so they can synchronize with SI. By clicking the tick box in the header, you can select individual site items or all at once and approve them.

When you approve site items, a window will display where you can enter the name of the person approving them. The field will default to the name of the contact assigned to the task.

Once the task is synchronized back to SI, an item from your catalog will need to replace this site item to be properly added to the task.

The Site Notes tab allows you to add notes from the field by typing them in the box and then clicking the Add button.

The Site Images tab allows you to add images to the task by dragging and dropping or using the Add button.

Images added here can be downloaded to the project's folder.

This tab will display and allow editing of any Task Custom Fields that have been defined.

The Checklist tab allows you to edit the checklist associated with the task. It will not appear if no checklist exists for the task.

The Approve tab displays all the items assigned to the task, including site items. The arrows on the right side of each section allow you to expand or collapse the items.

Using a touchscreen device or a mouse, you can also have the client sign off on the task.

The Installers tab displays the resources for the task and the estimated hours assigned.

The Time Sheets tab allows you to add time sheets to your tasks to track actual hours. The time sheets synchronize with SI.

To add a time sheet, click the Add button. This will allow you to enter your information for the work done.

The default option is Duration, but you can change this to Time In/Time Out if desired.

At this point, adding a phase and/or labor type is optional, but we recommend setting these fields when approving time sheets for more detailed Job Cost and Labor Utilization reporting.

The Track Work section has a timer that starts when you click the Start Work button. However, using this is optional; you can manually enter your hours.

When you click the Start Work button, if the task is not already marked as "In Progress," you will be asked if you want to change its status.

When you click the Stop button, a timesheet will populate. The default option is Time In/Time Out, but you can switch this to Duration if desired.

You can export your timesheets to a .csv file by clicking the Export to CSV button. The file will automatically download to your machine.

You can also export all time sheets for a date range, regardless of what task they are assigned to, by clicking the icon next to your user name from any tab within the MI interface.

The Documents tab displays any reports and files that were exported from SI or that have been added to the MIl interface.

If you would like to add a document or file within the MI interface, click the Add button to browse for a file. Documents added here can be synchronized with the project's folder.

The Analysis tab displays a summary of labor for the task, including the labor hours from the items in the task, the estimated resource hours, and the actual resource hours from the time sheets.