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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

MobilOS Overview

Welcome to MobilOS, the complete solution for managing service orders, quotes, field teams, and customer relationships. Our goal is to simplify your daily operations, increase your team's efficiency, and provide a better experience for your clients.


Who is MobilOS for?

MobilOS was designed for companies and service providers that perform external or field services, such as:

  • Maintenance and repair companies.
  • Various installers.
  • Cleaning and conservation services.
  • Landscaping and gardening companies.
  • General technical assistance.
  • Any business with field teams.

Main Features

MobilOS offers a robust set of tools to optimize your workflow:

Client and Equipment Management
  • Complete client registration and history.
  • Registration of equipment linked to clients.
Professional Quotes
  • Quick creation with service catalog.
  • Easy conversion of approved quotes into WOs.
Specialties and Smart Suggestion
  • Register your team's qualifications (e.g., Electrical, HVAC).
  • Receive suggestions for the best technician for the WO.
Technician Panel (Mobile-First)
  • View tasks and WO details.
  • Record photos, signatures, and observations.
Visual Schedule and Operational Map
  • View appointments on calendar and map.
  • Filter by technician and WO status.
Reports and Analytics
  • KPI and team productivity tracking.
  • Financial and performance reports.

Benefits of Using MobilOS

Transform your Operation!

  • Operational Efficiency: Reduce time spent on manual processes.
  • Total Control: Have a clear view of all your operations.
  • Improved Communication: Facilitate communication between managers, technicians, and clients.
  • Professionalism: Present standardized quotes and WOs.
  • Team Mobility: Allow your technicians to access information from anywhere.
  • Client Satisfaction: Offer more agile and organized service.

Explore the next sections of this documentation to learn in detail how to use each feature. If you have questions, do not hesitate to contact our support.

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