MobilOS LogoMobilOS Logo
ResourcesPlansDocumentation
Login

Introduction

  • MobilOS Overview
  • Video Tutorials
  • First Steps
  • Inviting Users

Manager Panel

  • Main Dashboard
  • Service Schedule
  • Quotes
  • Work Orders
  • Managing Clients
  • Managing your Team
  • Specialties and Suggestions
  • Service Catalog
  • Reports
  • Subscription and Billing

Technician Panel

  • Overview (Mobile)
  • My Tasks
  • Executing a WO
  • Digital Proofs (Photos/Signature)

Support Panel (MobilOS Team)

  • MobilOS Support Dashboard
  • Managing Client Tickets
  • MobilOS Chat Center

Settings and Profile

  • My Profile
  • Organization Logo

Inviting Users to your Organization

MobilOS allows you to work as a team. As a manager, you can invite other users to your organization with different access levels, such as coordinators and technicians.

User Types and Roles

MobilOS has three main user types within a client organization, each with different access levels and permissions:

MANAGER
Full access to the management panel, including subscription settings, billing, and management of all users in the organization.
COORDINATOR
Has access to most operational functionalities, such as creating and managing WOs, clients, and quotes, but cannot manage subscriptions or manager users.
TECHNICIAN
Access to the mobile panel to view and update WOs assigned to them, record photos, signatures, and observations in the field.

Additionally, there are roles related to the Support Module, which can be assigned to existing users.

Inviting Team Members

To add Coordinators and Technicians to your team:

1

Access the Team Area

In the side menu, in the 'Management' section, navigate to 'Team'.

2

Start Registration

On the team members listing page, click the 'New Member' button.

New member button on the team screen.
3

Fill in the Data

A form will be displayed. Fill in the following information:

The team member can (and should) change this temporary password after the first login.

New team member registration form.
4

Provide Credentials

Communicate the email and temporary password to the new member so they can access the system. They will be instructed to change the password on first login or can do so via the 'My Profile' page.

Technician Limit

Remember that your subscription plan may have a limit on the number of active technicians you can register. If you reach the limit, you will need to deactivate an existing technician or consider a plan upgrade.

See the Managing your Team guide for more details on activation/deactivation and other options.

Adding other Managers

Currently, the user who creates the organization is the main MANAGER. The functionality to add multiple users with the MANAGER role to the same organization is planned for future updates.

If you have an immediate need to add another manager, please contact OS-PRO support for assistance.

DocumentationTerms of ServicePrivacy Policy

© 2025 MobilOS. All rights reserved.