Please reach out to Support to purchase licenses for PS Mobile:

support@pacific-solutions.com

(800) 400-4927

Licenses are sold per user of the mobile app. Licenses for PS Mobile are not floating-- meaning, they are assigned to specific users rather than tracking concurrent sign-ins.

To grant access to users of PS Mobile and adjust their access settings, visit the following page in core:

Admin → Personnel/Access → [user] → Access Level → Cloud Access

That page should look something like this:

To exclude this user from your core system's login dropdown, check the "Cloud Only Access" checkbox.

You will only be able to check as many "Active PS Mobile User" boxes as you have registered licenses.

After you've set up licensing, developers will work behind the scenes at Pacific Solutions to get your PS Mobile app set up and connected to your core system. Once they've completed that process, they'll send you a link to the sign-in page for your company's PS Mobile.

Users whom you've granted access, per the prior step, will be able to use your customized link to sign in from anywhere there is an internet connection.

Users will use the same Username and Password found in your core system's settings to access PS Mobile.

The settings table for PS Mobile, shown in the image above, gives you control over which modules a user can access, as well as more granular controls for supported modules.

Customers, Vendors, and Inventory are all a boolean access setting: either "Yes," or "No."

Time Tracking is also boolean, but is itself not a module. Rather, it appears as part of the Work Orders module, and will have the clock-in/out button greyed-out if the user does not have permission.

Work Orders is a module that supports more granular controls. Its settings are covered in the next section.

Modules that a user does not have permission to access will still appear on their Mobile navigator, but they will be greyed out (rather than blue), and will not be clickable. The image below is an example PS Mobile navigator that exemplifies the appearance of both active (blue), and inactive (grey) modules:

In the PS Mobile settings table, there are several types of Work Order permissions. There are bubbles on the lefthand side of the table, only one of which can be selected. There are checkboxes on the righthand side of the table, multiple of which can be selected. Finally, there are some fields at the very bottom of the page, labeled "Installer Workorder future day visibility." Let's review each of these, one-by-one.

First, let's delineate the Work Order bubble permissions with the table below:

	No	Yes	Yes With Costs	Yes But Theirs Only	Yes But Theirs Only With Costs
Can Access Module	❌	✅	✅	✅	✅
Can View Work Orders Assigned to Others	❌	✅	✅	❌	❌
Can View Costs	❌	❌	✅	❌	✅

1. Edit Costs
   
2. Edit Quantities
3. View COD
   

1. A blank input will leave no restrictions on the number of advance days the user can see.
2. An input of 0 will only ever let the user see work orders for the present day, and historical days.
3. An input of 1 will only allow them to see in advance by one day. However, you can also specific at what time of day they're able to see the one day in advance using the time-selector field at the very bottom.
   
4. An input of any number (N) greater than 1 will allow the user to see work orders N days in advance.

Using PS Mobile with Enterprise Scheduler