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Summary of the manager companion app

In anticipation of the 1st November 2020 release of Arthur’s new beta version of our manager app, we are releasing a summary of how to best navigate it. Our current manager app will remain in the store for a period but will no longer be supported. We will move out from beta once we have released all planned features over the coming weeks.

The companion app is designed to aid managers on the road to access key information and action things quickly and efficiently. It is not designed as a replacement for the core PC version.

This article looks at key navigation points.

Home page

When first opening the app clients will be presented with a home page that scrolls to display important KPI` sand an important search function@

  • Search
  • Actions
  • Units
  • Tenancies

Searching from the home page

The search is all over the app but searching from the home page will probably the place most users will search from.

To navigate straight to the required information and find things quickly the search has a filter to get to the result quickly and avoid lots of results being returned.

Step 1- open the search

 

Step 2 – Apply the filter for example here I want to find Kirstie’s tenancy. To get there and avoid lots of results  apply the filter tenancy

Step 3 – once the filter is applied type in the search parameters in this case the tenants name Kirstie’s 

Step 4 Tap on the result to enter the record

General Navigation

Each main area on the main index page will link through to the corresponding index page as shown below for example with tenancies

All corresponding index pages will allow an  Add option except properties and units which is only available from the main system

Display tenancies according to status. Adding a tenancy is an option from this index page

 

 Listing page and the record cards

Once inside a corresponding listing page, each record card will display basic information as shown by this current tenancy listing page

 

Within a record card

Once within a record card, you will be presented with a

  1. Horizontal scrolling menu
  2. Edit record
  3. Add to record

 

Clients with multiple Arthur accounts

Switching accounts can be done by tapping the company name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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