Property Pres Wizard - Mobile App

Table of Contents

Overview

Installing App

Android

iOS

Logging In

Home Page

Settings

Work order cleanup

Real-time photo sync

Trash

Work Order Detail Page

Check In

PPW check in

Aspen Grove check in

ServiceLink check in

Multi work order check in - Altisource

Photos Page

Bid/Completion Page

Adding new bids

Copying past bids

Taking photos and editing bids

Adding new completions

Taking photos and editing completions

Forms Page

Answering questions

Taking photos for a question

Job Notes Page

Adding new job notes

Taking photos and editing job notes

Contacts Page

Adding contacts

Syncing Data and Photos

Camera

Flash

Backing up Photos

Android

iOS

Troubleshooting

Location Services

Android

iOS

Overview

The PPW mobile app supports the Android and iOS mobile platforms. Effort is made to support the most used version for each platform, along with the latest releases.

Installing App

Android

The mobile app for Android is installed using the Google Play Store. Searching for PPW or PPW Mobile returns the PPW app. Alternatively, on your mobile device, navigate to www.propertypreswizard.com and tap PPW Mobile App on the Home page. Then tap the Google Play Store icon. This takes you directly to the PPW app in the Google Play Store. Install the PPW app.

iOS

The mobile app for iOS is installed using the Apple App Store. Searching for PPW or PPW Mobile returns the PPW app. Alternatively, on your mobile device, navigate to www.propertypreswizard.com and tap PPW Mobile App on the Home page. Then tap the Apple App Store icon. This takes you directly to the PPW app in the Apple App Store. Install the PPW app.

Logging In

Enter your PPW username and password into the login fields. Tap Login. Sessions for logged in users are cached. To log in again, tap your user name in the Active Sessions list. You can log in to active sessions for 24 hours without requiring a connection to the PPW servers. This allows the app to work offline for 24 hours. After 24 hours without connecting to the PPW servers, the account can log in as long as the device is online and internet is available.

You can delete active sessions by tapping and holding the username in the Active Sessions list. Tap Yes when prompted to confirm.

Home Page

The mobile app Home page lists all orders in your queue.

Using options at the top of the Home page, you can perform these actions:

Work orders listed on the Home page include this information:

Some information is not displayed if it is not available or does not pertain to the work order.

If a work order start date is greater than the current date, the order cannot be worked on. You cannot check in, take photos, complete forms, or sync data.

Settings

The following settings are on a per-user basis. If the app has multiple logins, each one has its own settings.

Work order cleanup

This setting determines what happens to work orders that have been removed from your queue. Cleanup options are Send to Trash and Permanently Delete.

Note: If any data or photos have not been synced, the order is always moved to the Trash page. This prevents data from being accidently deleted.

Real-time photo sync

The real-time photo syncing setting has three options: Disabled, Wifi Only, and Always.

Note: Syncing photos over a cellular connection uses your device's data plan, and charges from your carrier may apply. Choose the option that makes the most sense based on your data plan and connection.

Real-time photo syncing sends only the photos. Photos flagged for Bid/Comp, PCR Forms, or Job Notes are synced but are not flagged until the full order is synced. Photos are uncategorized for Bid/Comp items until the full sync is done. Job Notes photos do not appear until the job notes have been synced.

Real-time sync does not automatically try to resync photos. If real-time sync is enabled, but a data connection is not available, photos must be manually synced.

Trash

Work orders can be placed into the trash in these ways:

After a work order has been sent to the trash, you have these options on the Trash page:

Note: If your work order cleanup option is set to permanently delete orders, any order sent to the trash is automatically deleted from the mobile app along with its associated data.

Work Order Detail Page

Tapping a work order row on the Home page loads the Work Order Detail page for the selected order. Using options at the top of the Work Order Detail page, you can perform these actions:

Information about work to be completed on the order is displayed at the bottom of the Work Order Detail page. You can tap any of the items listed to see additional instructions, if applicable.

Check In

Work orders can be set for a PPW, Aspen Grove, or ServiceLink check in. The Check In button functions differently depending on the required check in for the work order. If no check in is set, then a standard PPW check in is required.

PPW check in

The PPW check in is standard if no check in option is set for the work order. To check in, tap the Check In button. You may see a GPS Acquiring Location status indicator. If you receive an error checking in, verify that you have location services enabled for your device. Refer to the troubleshooting section for more information.

Aspen Grove check in

Checking in with an ABC# or as a visitor is supported for all orders with an AGS check in requirement; however, MCS does not allow the visitor check in.

To check in with your ABC#, tap the Add Crew Leader option. Specify your ABC# and then tap Search. If the ABC# is found, information is displayed under the saved workers. If you are adding additional ABC#’s, you must enter the Pin #.

To add crew members that have ABC#s, tap the Add Worker option. Specify the ABC# and then tap Search. Tap the search result if it is found. You can also search by first and last name.

Note: The search function looks for only workers in the same company as the crew leader. If the worker you search for is signed up under their own company or a different company, the worker cannot be found.

You can also check in visitors to the work order. A visitor is any worker who does not have an ABC#. Specify the first name, last name, vendor (company name), and reason for being at the property, and then tap Add Visitor.

The Aspen Grove Checklist must also be filled in before the work order can be synced to the server. Tap Aspen Grove Checklist to answer the required questions.

ServiceLink check in

ServiceLink work orders require a check in. Specify either the ServiceLink ID or ABC Number. If you do not have either of those items then enter a first name, last name and vendor (company name). To finish the check in, tap Add Worker.

The ServiceLink Checklist must also be filled in before the work order can be synced to the server. To answer the required questions, tap ServiceLink Checklist.

Multi work order check in - Altisource

If you have multiple Altisource work orders located at the same property, you can check in to one of the properties and link it to the other orders. Follow the steps below to link multiple Altisource work orders under one check in. This does not affect photos, Bid/Completion items, Forms, or Job Notes. Complete orders as you normally would after the check in is complete.

  1. Log in to the PPW app.
  2. Tap the Altisource work order.
  3. Tap Check In. On the AGS Check In page, you will see a message that Linked Work Orders have been found.
  4. Tap Link Work Orders. A list of work orders for the same property is displayed.
  5. Tap each order you would like to link to this check in.
  6. Tap the close button in the upper left corner of the window. The work order numbers are displayed in the Link Work Orders button.
  7. Check in and answer the AGS questions as you normally would.
  8. Complete each order as you normally would.
  9. When finished, sync each order.

Photos Page

The Photos page under the work order shows all unflagged photos for the order. You can take unflagged photos by tapping Capture Photo on this page. (Unflagged - A photo that is not associated with a Bid/Completion Item or PCR Form Response.)

Tapping the photo thumbnail shows a larger version. Tapping and holding on the photo gives you the option to delete the photo.

The count of photos taken for Bid/Completion, Forms, and Job Notes is shown below Unflagged photos. Tapping any of these headings takes you to the page for that section.

Bid/Completion Page

The Bid/Completion page is used to add new bids or completions for a work order.

Adding new bids

Follow the steps below to enter new bids on the work order.

  1. On the Bid/Comp page, tap Add Bid. The Add Bid page is displayed.
  2. Select a bid item in the drop-down menu. If the item cannot be located, select Other at the bottom of the list. When Other is selected, a text box is displayed, so you can enter a description of the bid.
  3. Enter a quantity.
  4. If a pre-set item is selected, the price is automatically included. If another item is selected, you must manually enter the price.
  5. The total is calculated based on the quantity and price.
  6. Enter any additional comments for the bid item.
  7. Click Save.

Copying past bids

If there are past bids associated with the property, they can be copied, so you don’t have to manually enter them again. To display past bids, tap Past Bids.

Bids can be copied as new bids or new completions. To copy the past bid as a new bid, tap +B. To copy a past bid as a completion item, tap +C. New items can be modified as needed.

Taking photos and editing bids

To take photos for the bid, tap the camera button. The number of photos taken for the bid is displayed. To view photos for the bid, tap anywhere on the bid info line.

Bids can also be modified by tapping anywhere on the bid info line. The Edit Bid page is displayed. This form is the same as for adding a bid. Any photos taken for the bid are displayed on the Edit Bid page below the form. Tap a photo thumbnail for a larger view. Tap and hold on the thumbnail to access the delete photo option.

Tap the delete button to remove the bid and the photos associated with it.

Adding new completions

Follow the steps below to enter new completions on the work order.

  1. On the Bid/Comp page, tap Add Completion. The Add Completion page is displayed.
  2. Select a completion item from the drop-down menu. If the item cannot be located, select Other at the bottom of the list. When Other is selected, a text box is displayed, so you can enter a description of the completion.
  3. Enter a quantity.
  4. Enter any additional comments.
  5. Click Save.

Taking photos and editing completions

Completion items have three stages for photos: Before, During, and After. Select a stage when taking photos. The stage can be modified when in the camera as well. Read the camera section for more information.

To take photos for the completion, tap the camera button. The number of photos taken for the completion is displayed. To view the photos for completion, tap anywhere on the completion info line.

Completions can also be modified by tapping anywhere on the completion info line. The Edit Completion page is displayed. This form is the same as for adding a completion. Any photos taken for the completion are displayed on the Edit Completion page below the form. Tap a photo thumbnail for a larger view. Tap and hold on the thumbnail to access the delete photo option.

Tap the delete button to remove the completion and the photos associated with it.

Forms Page

The Forms page is used to view the forms associated with a work order. The name and some question information is displayed for each form. A progress bar indicates how much of the form has been completed. Tap anywhere on the question information to load the form and begin answering questions.

Answering questions

The default form view shows one question at a time. Use the previous and next buttons to navigate forward or back when answering questions. To show all questions, tap the gear icon in the upper right corner to display an option for toggling between Single and All question views. When viewing all questions, you can scroll up and down the list. Use the view that functions best for your device or personal preference.

To display a list of active questions, tap the list button at the bottom of the form. Based on the answers to questions and how the form was set up, not all questions are always displayed. Questions highlighted in red are required but have not been answered completely. Questions in white are not required and have not been answered. Questions highlighted in green are answered correctly.

Taking photos for a question

If photos can be taken for a question, the camera button is dark grey. If photos are not permitted for the question, the camera is light grey and does not function when tapped.

The gallery button indicates how many photos have been taken for the question. You can tap the button to open the gallery page, and tap photos in the gallery to see a larger version. Tap and hold to display the delete photo option.

The minimum and maximum photo requirements for the question are displayed to the right of the gallery button. If a minimum requirement is not set, then photos are not required for the question. When the maximum number of photos have been taken, the camera automatically closes.

If a question is not answered properly or photo requirements have not been met, a red X icon is displayed to the right of the question. When a question is answered properly, a green checkmark is displayed.

Job Notes Page

The Job Notes page shows job notes for the work order, from newest to oldest. Existing job notes cannot be modified.Tap the Notes button on the Work Order Detail page to display the Job Notes page.  

Adding new job notes

Follow the steps below to add new job notes.

  1. On the Job Notes page, tap Add Job Note. The Add Job Note page is displayed.
  2. Select the note type.
  1. The Property note type is associated with the property and is always displayed on all orders at the property.
  2. The Work Order note type is associated with only the specific order being completed.


  1. Optionally, you can specify a contact in the To field. Contacts selected in the To field are sent an alert when the note is synced. Pre-set contacts are alerted based on your PPW alert settings. Contacts added with an email address receive the note in their email inbox. (Pre-set contacts - Contacts that have been defined in the Job Notes section of the PPW web application.)
  1. To choose pre-set contacts or contacts previously added in your contact list, tap Contacts.
  2. To create a new entry, tap Add New. Enter an email address, first name, and last name into the form. To save the contact to your list, select Save to Contacts.

You can tap the delete icon next to contacts that should be removed from the To field.

  1. Specify the body text for the job note.
  2. Optionally, to receive an email reminder of the job note, specify a reminder date and time.
  3. Tap Save.

Taking photos and editing job notes

To take photos for the job note, tap the camera button.

The number of photos taken for the job note is displayed on the gallery button. You can tap the button to open the gallery page for the job note, and tap photos in the gallery to see a larger version. Tap and hold to display the delete photo option.

Tap the red delete button to delete the job note.

Job notes can be edited and photos can be taken until the job note has been synced to the server. After the job note is synced, it cannot be modified and photos cannot be taken. You can add another job note if additional information is needed.

Contacts Page

Contacts from the server that are enabled to receive job notes are automatically sent to the app. These contacts cannot be modified or deleted. 

On the Job Notes page, you can tap Contacts to access the Contacts page, which lists any contacts added by the end user. The contacts sent from the server are not displayed on this page.

Adding new contacts

To enter new contacts, follow the steps below.

  1. On the Contacts page, tap Add Contact. The Add Contact page is displayed.
  2. Enter an email address, first name, and last name. You cannot enter multiple contacts with the same email address.
  3. Tap Save, or, if you need to return to the previous page without saving the contact information, tap Cancel.

To modify existing contacts, tap anywhere on a contact info row of the Contacts page. To delete a contact, tap the delete button and confirm the delete action.

Syncing Data and Photos

Use the Work Order Details page to sync data and photos for completed work. Tap Sync and acknowledge the confirmation to begin syncing data. If the Sync button is light grey and cannot be tapped, then a check in has not been completed for the work order.

The data entered into the work order is synced first. After this data has been synced, the photos are synced. If real-time photo sync is enabled in your app settings, some of the photos may already be synced. If the work order has been previously synced, only new data and photos are synced. When all data has been synced, the status on the Home page is updated to green and  with a status of SYNCED.

Camera

The camera can be accessed from different areas of the app. The functionality is similar depending on what section you are using to take photos.

Note: The device should always be held sideways or with the shutter button to the left or right of the page.

These are the camera options:

Flash

The flash setting is located in the upper left corner of the page. Tap the icon to rotate through these flash options:

Auto: The device automatically determines if the flash is required or not.

Torch/Flashlight: The light is always on.

On: The flash is used every time.

Off: The flash is not used.

Backing Up Photos

Android

Backing up photos from the app to a computer requires that you have your device’s charge/sync cable to connect the device to a computer.

Note: Some cables only charge and do not sync. Be sure you have the correct cable for your device.

The PPW photos are stored in this folder: Android/data/com.propertypreswizard.app.propertypreswizard/photos/

There is a folder for each work order.

Follow these steps to back up photos:

  1. Connect your device to the computer.
  2. Set the USB option to File Transfer.
  3. Copy and paste or drag and drop files/folders from the PPW folder to your local computer.

iOS

Backing up photos from the app to a computer requires that you have your device’s charge/sync cable to connect the device to a computer. Also, iTunes must be installed on the computer.

Note: Some cables only charge and do not sync. Be sure you have the correct cable for your device. 

Follow these steps to back up photos:

  1. Open iTunes on your computer.
  2. Connect your device to the computer.
  3. Authorize access on the device and computer if required.
  4. Click the device in iTunes.
  5. Click the Apps option in the left menu.
  6. Scroll down to the File Sharing area of the apps window.
  7. Click the PPW app.
  8. Click the photos folder in the PPW Documents window.
  9. Click Save to.
  10. Find and select the location to which to save the photos.

Troubleshooting

Location Services

Android

  1. Verify that location services are enabled on your device. This can be done in the Settings app. Scroll down and find Location Services in the list.
  2. Verify location services are in High Accuracy mode for best results.
  3. Try to use Google Maps or another map application and verify that it functions properly. If other applications do not function, then the problem is with your device.

iOS

  1. Open the Settings app.
  2. Scroll down and tap the Privacy option.
  3. Tap the Location Services option at the top of the page.
  4. Verify that the Location Services are on. The toggle indicator at the top of the page should be green.
  5. Scroll down and tap the PPW app.
  6. Verify that the While Using the App setting is selected.