Amp Onsite's web portal is separated into 3 interfaces:
Admin - A panel accessible by admins and sales admins that allows them to configure the site, create custom forms and reports, and view user activity.
User - The basic user of the web portal. Hosts all other tools and is intended for use by office staff.
Customer - The customer's view of their own customer records. This is a view that is displayed when a customer logs into the system using an account created for them.
Admin Tools
To navigate to Admin Tools, click on the user image icon at the top right. This will bring up a drop down menu. Select Admin Tools from the menu, and the interface will change to the admin tools interface.
The tools available in the admin tools include the following:
Dashboard - Dashboard available in both user and admin tools
View User - Allows an admin to select a user and view the application from their perspective. This tools is useful to ensure that a user has the correct permissions and can see the tools they should have access to
Users - Create and update users in Amp Onsite, set passwords, user information, and define the user's role
Roles - A tool that allows roles to be configured to show/hide various tools
Preferences - Amp Onsite solution can be configured through preferences. Many parts of the app can be changed or extended.
Import - Import data into the Amp Onsite platform
Export - Export data from the Amp Onsite platform
Forms Builder - Build custom forms that can be utilized in both the web portal or mobile apps to record information in tasks for work orders, sales processes, and shop jobs
Custom Reports - Build custom reports to expose Amp Onsite data in a way that is easily consumed and displayed
Data - A tool for setting up data fields for monitoring equipment in the field or track changes between service calls
User Tools
The User Tools are the first thing you see when you log into the Amp Onsite web portal. These tools are designed for day-to-day use of the application. They are categorized by General, Knowledgebase, Management, and Opportunities tools and include the following:
Dashboard - Dashboard available in both user and admin tools
Service Map - A map showing all customer headquarters, facilities, and locations
Tickets - Tickets created internally to manage tasks and issues that fall outside the scope of work orders, sales processes, and shop jobs
Alerts - Important notifications of events that are brought up by the Amp Onsite system
Company Page - Similar to the customer hierarchy, your company location can be broken down into facilities and locations with equipment and resources
Parts - A list of parts that can be defined to be used with quotes and work orders
Customers - Your company's customer list with a hierarchy of facilities and locations
Contacts - A tool that stores and allows management of customer contacts
Equipment Catalog - A tool that categorizes all tracked equipment by manufacturer, model, and type and allows easy browsing of all equipment currently in service
Vendors - A tool that stores and allows management of vendors
Documents - A tool that provides access to all document trees within Amp Onsite for document containing records. Defaults to the user's file tree. Files are cached on the server and stored in Amazon S3.
Maintenance Plans - Create and define maintenance plans to get alerts on upcoming equipment maintenance
Work Orders - Provides a collection of views to create and track work orders and tasks
Scheduler - An interactive calendar view of all tasks and events in the Amp Onsite system. Create your own calendar views and filter by user, job, and status
Work History - A calendar that displays all work history
Timesheet - A timesheet tool that allows viewing and exporting user timesheet data
Projects - A tool that allows the creation of projects that track the sales process, work orders, equipment, vendors, contacts, and quotes in one place
Sales Process - A tool to track the sales process in a way that is similar to the rest of the Amp Onsite solution
Quotes - Create and manage customer quotes
Sales Activity - Input and track sales activity such as customer visits, email, phone calls, and other activities
Sales Calendar - A calendar that displays sales activity
Customer Tools
Customer tools are the portal for customers when they login. They can see their customer hierarchy including Metrics, Galleries, Facilities, Locations, and Equipment and reports. Records are only displayed for the customer when they have been approved by office staff. This can be a great way to communicate work you have done for customers and provide documentation that they can refer to later.