App Preferences are where you can manage individual engineer's permissions on the app. To do this, navigate to Settings > Preferences > App Settings. This will display a list of your company's engineers. Here you can either manage preferences globally across all engineers, or set specific preferences per engineer. 

Note: Any changes made to the app preferences will take up to 24 hours to affect engineers. 

_____________________________________________________________________________________________________________________________________

Global Preferences

Global Preferences are applied to all engineers that do not have their own preferences. To manage these, select Global Preference in the top right of the page. 

Select Edit to make changes to the preferences. You can then either select Update to apply those changes to engineers that do not have preferences, or select Update All to apply the changes to all engineers. 

Alternatively, if you do not want to make any changes to the current set up but want to apply those preferences to all engineers select Apply All in the view interface of the page. 

_____________________________________________________________________________________________________________________________________

Individual Engineer Preferences

You can create preferences specific to engineers. To do this, select Create on an engineer that does not have existing preferences.

Once done, (or if the engineer preferences already exist) select the engineer's name to edit their preferences. 

Whilst viewing the engineer's preferences, select Edit to make any changes and Update to save.

If you would like to revert the engineer's preferences back to the Global Preferences, select Delete. This will remove any preferences tuned specifically to the engineer back to the default. 

_____________________________________________________________________________________________________________________________________

Preferences

Below are the list of preferences you can edit:

Mobile System Settings

• When jobs are completed a log entry is created. How long do you wish to keep these entries available on the device?
• How do you want Propeller mobile to manage job synchronisations?
• Type of job closure process to be used, capture signature and satisfaction on one or two pages?
• How do you want the engineer to handle the completion of an invoice or material list on completion of a job?
• How do you want the engineer to be reminded to capture missing dates of manufacture and installation?
• Do you want engineers to confirm that all appliances and installations are present and accurate on completion of a job?
• Do you want to allow engineers to select SORs on the Mobile App?
• Do you want to allow engineers to select Parts on the Mobile App?
• Do you want to Append SORs to Engineers Visit Notes?
• Do you want to allow engineers to create new Properties/Customers from the Mobile App?

Engineer Authorisation Settings

• Do you want the engineer to have access to the 'Mark all as...' menu option when completing certificates?
• Do you want the engineer to have access to the landlords contact details?
• Do you want to allow the engineer to have access to 'Contacts' and use the 'Book a new job' option from mobile devices?
• Do you want to force the engineer to complete jobs down in sequence?
• Do you want to allow the engineer to change the job completion date and time when finishing a job?
• Do you want to allow engineers to schedule new jobs when logging missed visits or when further works are required ?
• Do you want quotes and invoices to be sent down to the engineer with job documents and allow them to create quotes and invoices on the app?
• Do you want to disable the 'Upload Logo' function from device?
• Do you want to force the engineer to add a CE/GC number to Gas appliances?
• Do you want to force the engineer to add a Serial number to Gas appliances?
• Do you want to allow the engineer to append extra information to the description of invoice line items?