Go to the Wappy web portal and log in with your email address and password. To make optimal use of all the functionalities in the web portal, it is best to work with Google Chrome as web browser.
Once logged in you get an overview of 6 modules with which you can work: customers, projects, work orders, articles, daily planning and employees.
The first module is "clients". It is important to fill in your customer data sheet properly. By this way you will send the correct contact data to your employees on the work order.
To create a customer, click on the 'plus' at the top of the page and complete the customer data.
No button is provided to save your settings. By navigating to the customer overview or by clicking on 'previous', the new data is automatically saved.
When the customer is created you can create a project, for example 'painting facade'. Simply press 'plus' next to 'projects' in the overview section to make a project file.
Or you can add a project by clicking on the plus sign in the project module. Once created you link the client with the new project.
In order to use your articles in Wappy it is important to add them correctly beforehand. You can add items to the module by clicking on the 'plus' at the top.
When filling in the article sheet, it is important to enter both a cost price and sellprice. This is interesting for your calculation afterwards.
Adding a photo is helpful. When employees register their used material in the app they are sure they selected the right item.
You can also use the 'articles' module to add a type of work. For example, if you run a painting company and you are paid per hour of painting, you can add 'painting work' as article. We advise to add 'labor' to the name of the article, so you can quickly detect what's an article and what's a labor in the overview. By checking the 'time operation' box in the first column you confirm that the article is a type of labor.
In this step you add the employees who work with Wappy. An important step is adding the wage cost (€/hour) of the employee, in order to be able to map out the costs of your employees afterwards during the work order evaluation.
It is important that the employee records are linked to the correct account. To do this, click on your profile at the top right and click through to 'users'. You click on the user account of the employee. At 'profile info' the third option is 'employee : choose an employee'. Here you link the newly created employee data sheet with the correct employee.
From the web version of Wappy you can manage many settings for the app.
At the top right you will see your own profile name. Click on this to navigate to the settings. In the left column you will see 'timetickets'. Once the settings of this module are open, you can adjust the Wappy settings in the box.
Now that these steps have been completed, you are ready to prepare your first timeticket planning. You use the dayplanning module for this.
You click on a time in the planning for which you want to create a timeticket sheet. A window opens to complete the timeticket information.
It is very important to indicate the customer and the right project. As a result, the user of the app will find the contact details such as telephone number, location and other information of the customer. And this is of course very important to be able to contact someone in case of emergency or questions.
You can complete the planning item for multiple users, in this case all users have to see the same information in their app.
You can add material that the employee needs at the yard / workshop. By this way the employee knows which supplies he / she should definitely bring.
To add extra information / tasks, go to 'detail'. Here you get text space that will be seen in the app. At 'documents' you can send additional documents such as plans, certificates, ...
To save, navigate back to the daily schedule. Now the timeticket is also available in the users' app. Now it is up to them to fill in the timeticket accurately on site.
When the timeticket is sent from the app, the information is available on the web version. The information can be used for your further edits and analyzes. Select the 'analysis' tab and you will get an analysis over your timeticket. You can use the search bar at the top to refine the analyzes: for example, you can search by customer name, search by period '> 01/12/2019 <31/12/2019' (from 1 to 31 December).
To create a PDF of the timeticket, do the following: select the timeticket you want to create a PDF from. You can find a PDF sign in the timeticket sheet at the top. If you click on it, a PDF document will be displayed.