Managing from Mobile

The provvio mobile app isn't just for field work: admins can also manage their business on the go.

Creating Clients from Mobile

1. Go to the Sites tab or Clients section
2. Tap the + button
3. Select New Client
4. Enter the client details
5. Tap Save

Creating Sites from Mobile

1. Go to the Sites tab
2. Tap the + button
3. Select New Site
4. Fill in the site details and select a client
5. The app can use your current location as the site address
6. Tap Save

What Else Admins Can Do

From the mobile app, admins can:

• View and manage team members
• See all visit reports across the organisation
• Check the schedule for all team members
• Review checklist completions and photos
• Receive notifications for team check-ins and check-outs

Limitations

Some admin tasks are best done on the web dashboard:

• Creating and editing checklist templates
• Configuring report templates
• Managing billing and subscription
• Setting up the client portal
• Detailed reporting and analytics

Tips

• Use the mobile app for quick tasks on the go
• Use the web dashboard for detailed configuration and setup
• The app and web are always in sync: changes on one appear on the other immediately