Amp Onsite is configured to work out of the box. Some extra setup before use can make the experience even better.
The first thing you will want to do after logging in is to click on your account icon in the top right and select Admin Tools from the menu. This will bring you to the admin tools portal. From there, click on Preferences on the main menu on the left. Preferences is where you can customize the app to your needs. Configurations are grouped together by functionality. Go through each and add any extra types or options that would be needed.
Preferences:
Both the Solution Name and Solution Motto can be changed to fit your company. Icons for Amp Onsite can also be swapped out with your company logo for white labeling and purposes.
Customer Types - Classification of the customer. For example, Municipal, Agriculture, Industrial, Commercial, or Contractor.
Facility Types - Facilities are physical locations that typically have an address. For example, Factory, Office Building, Treatment Plant, or Power Plant.
Location Types - Locations are ares within a facility. This might be a named area within the facility. For example, Dock, Control Room, Furnace Room, or Pump System.
Equipment Types - Equipment would include machinery or systems stored at a customer location, facility, or location. For example, Air Compressor, Control Panel, Motor, or Pump.
Vendor Types - Vendors are suppliers. The vendor type can be used to classify a vendor as one who provides specific equipment or services.
Resource Types - Types of resources that are tracked by your business or organized. For example, Crane, Lift, Truck.
Generated Folders - These are the folders that are generated with each record. The radio button for Pictures designates the folder that photos taken by the mobile app will be stored.
Document Labels - Labels for documents that are important to your business or organization.
Shop Job Types - Shop jobs are internal work that gets assigned to techs or workers.
Sales Process Types - Sales process refers to the sales process and is used to document types of sales. For example, Online, Bid, or B2B
Task Types - The more complex type in preferences. WK is Work Order, SJ is Shop Job, and SP is Sales Proces. Tasks are individual tasks that will be performed within a work order, shop job, or sales process. For Example, Assembly, Check In, Field Service, Driving, Repair, Installation, or Delivery. The check boxes indicate whether that type is relevant to work orders, shop jobs, or sales processes.
Activity Type - Timesheet activity types. It is recommended to only add to the list if necessary for more specific scheduling.
Rounding Interval - The minute interval timeclock events are rounded to.
Week Start - The day of the week the work week starts on. Mainly used for viewing and exporting work hours for payroll.
Project Types - Types of projects that your company may plan and work on. Projects encompass many parts of the Amp Onsite solution and is used as a central place to organize ongoing activities.
Quote Types - Types of customer quotes.
Sales Activity - Sales activity is documentation of sales events day-to-day. For instance, Email, Inbound Call, Outbound Call, or Customer Location Visit.
Unit of Measurement - Units of measurement commonly used in your line of business. For EA (Each), FT (Foot), QTY (Quantity), WT (Weight)
Completed Task Limit - How far back completed tasks will still show on the mobile app.
Roles:
The next tool you will want to look over is the Roles tool. It allows you grant access to tools based on user type. All user types are listed in the drop down on the right. Select the user type and check or uncheck tools that user type should be able to access.
Users:
If there are several office employees and techs that need access to the app, then add them with the Users tool. The user accounts can be used to login to both the web portal and mobile apps.
Import:
Amp Onsite allows you to import a variety of records into its system as CSV files. Click Browse to select the file you want to import. CSV files should include a header that labels what data is found in each column. Here are the columns that each record type expects:
Customers - name, type, description, address, city, state, postalcode, country
Contacts - firstname, lastname, organization, title, email, officephone, cellphone, fax
Customer Contacts - customer, firstname, lastname, organization
Customer Tags - customer, tags
Parts - name, description
Customers:
Many of the record types are associated with customers. To use the app, you will at least need to import or create records for the customers you currently service. In User Tools, which is the area you login to, select customers from the main menu on the left. This will take you to the Customers page. On the left is a menu that allows you to filter by All Customers or Tags. Above the customers table is an +Add button. Click it to bring up the Add Customer panel.
Fill out the Add Customer form with as many details as you can, then click Submit. The new customer will be added to the system. Repeat the process for any other customers you need to add. Once customers are setup in the system, it will be ready for you to use.
If you require further assistance setting up Amp Onsite for your needs or have questions or need help, the email us at contact@amponsite.com.