DOCUMENT
How to add text to the bottom of an invoice? Like terms and conditions, disclaimers ?
1. Create plain text document (.txt) with your text:
a) Open Notepad or similar text editor on your computer
b) Write or cut and paste your text.
c) Save it as ".txt" document. You can name it as you want, but for this example let's name it notes.txt
2. Save notes.txt on your phone/tablet SD card at any place. We would recommend you to save it to /MobileRoadWarrior/imports/ to keep your data organized.
3. Open Mobile Road Warrior and from main menu My Files -> Manage My Files -> Import DB tab -> Import Notes (.txt) button.
How to add pictures to invoice e-mail for my client or to my office ?
You can e-mail pictures related to your Invoice:
1. Make pictures related to your job.
2. When your invoice is ready to be send press "Save+Send" button. Document that you just so on Preview with short description will be sent
to your client at e-mail address you entered at Client tab.
3. Select from list of options your e-mail appapp (for example Gmail). .
4. Press Menu button on your phone; Press Attach; Select type of attachment - in our case - Gallery;
Select picture that you made for your invoice. If you have more than one picture, repeat this step again.
5. Send e-mail (top right corner);
How can I enter customer's Billing Address ?
You can enter Billing Addresses one of two ways:
1. You can define addresses for client on Client file: BADDR for Billing Address and SADDR for shipping address.
a) if you are using MRW default files: MRW main menu -> My Files -> Clients -> press Menu button on your tablet -> Add Client -> Enter Name (only mandatory field on this screen),
BADDR for Billing Address (don't confuse with SADDR that stands for Shipping Address). Press back button to save client.
b) if you importing your Client file, be sure you have "BADDR" column populated with billing address. If you importing Client.IIF from QuickBook, you should not worry, BADDR column populated for you.
If you are using your own .CSV or .TSV file, and do not have "BADDR" column, but have just address column, this column will be treated as Billing Address. If it does not, open your file in
spreadsheet software (like Microsoft Excel) and create "BADDR" column
When you will create document (like invoice), at Client page, when client populated from client file, Billing address will be populated automatically.
Billing address you can see on Client page at Addr: field.
2. You can enter Billing Address when you creating your document (like invoice). To do so: MRW main menu -> Invoice -> Full Form -> Client tab -> enter "Addr:" field - it will be client's Billing address.
If you have returning clients, way (1) will suite you better. If you enter clients only once way (2) could be more useful for you.
How can I enter customer's Shipping Address ?
You can enter Shipping Addresses one of two ways:
1. You can define addresses for client on Client file. SADDR for Shipping address.
a) if you are using MRW default files: MRW main menu -> My Files -> Clients -> press Menu button on your tablet -> Add Client -> Enter Name (only mandatory field on this screen),
SADDR for Shipping Address (don't confuse with BADDR that stands for Billing Address). Press back button to save client.
b) if you importing your Client file, be sure you have "SADDR" column populated with shipping address. If you importing Client.IIF from QuickBook, you should not worry, SADDR column populated for you.
If you are using your own .CSV or .TSV file, and do not have "SADDR" column, open your file in spreadsheet software (like Microsoft Excel) and create "SADDR" column
When you will create document (like invoice), at Client page, when client populated from client file, Shipping address will be populated automatically.
Shipping address you can see on Cart page when you press green button with arrow on the top left corner.
2. You can enter Shipping Address when you creating your document (like invoice). To do so: MRW main menu -> Invoice -> Full Form -> Cart tab -> Press green down arrow on the top left corner to open Shipping detail section.
Here you can enter Shipping Address as well as Shipping Date (press button), Shipping method (via: field) and S+H amount that will be added to Invoice Total. To close Shipping area click on the same green button with arrow at the top left corner.
If you have returning clients, way (1) will suite you better. If you enter clients only once way (2) could be more useful for you.
How to convert Quote or Estimate to Invoice ?
You can do it one of two ways:
1. Convert one document type to another: Estimate #5 Open existing document like: MRW main menu -> Document type ( default Invoice) ->
-> All -> click on your document (like Quote) - it will be open in edit mode -> Start tab - click on dropdown document type and choose
different document type (like Invoice or Receipt -> if need to edit document, you can do it now -> Final tab: click on "Save" or
"Save + Send" to save converted document.
New Document will overwrite original document and will have the same document number.
For example: you had Estimate #5, after this step you will have one document: Invoice #5.
2. Create new document based on existing one. Open existing document like above: MRW main menu -> Document type
-> All -> click on your document (like Quote) - it will be open in edit mode -> Start tab - click on "Copy document" ->
you will now see exact the same document but document number will be created by Mobile Road Warrior app as next
available sequence number. Edit that document - change document's type, date and anything else you need to change
-> Final tab: click on "Save" or
"Save + Send" to save converted document.
New Document will be stored as well as original one.
For example: you had Estimate #5, after this step you will have two documents: Estimate #5 and Invoice #6.
How to create new Invoice similar to existing one?
Lots of businesses providing client's service on regular basis and need to create document similar to already existing document.
In this case, open existing document like above: MRW main menu -> Document type
-> All -> click on your document (like Quote) - it will be open in edit mode -> Start tab - click on "Copy document" ->
you will now see exact the same document but document number will be created by Mobile Road Warrior app as next
available sequence number. Edit that document - change document's date and anything else you need to change
-> Final tab: click on "Save" or
"Save + Send" to save converted document.
In what format document created and sent to my client ?
Document created and sent as attachment in HTML format.
How can I print invoice on my Wi-Fi printer ?
If you will be able to print any web page, you will be able to print invoice or other document from Mobile Road Warrior app.
Check printer manufacturer if they have android printing app. Most of them do and usually their apps are free.
We have tested our app on our Epson Wi Fi printer using Epson iPrint app and it works.
We have clients using other printers such as HP with HP ePrint and it works also.
Do I have choice of document templates ?
We supporting few templates and you can check them:
Final tab -> Preview + Print button
If you need different template, please e-mail us sample of your template and we will add your request in our development plan.
How to hide closed documents from view without deleting them ?
Open Mobile Road Warrior main menu ->
Document ( like Order, Invoice or other) -> Search -> enter Status: open and press Go
you will see list of only open documents. All closed documents will be hidden.
I can see only last 50 documents. How to see all of my documents ?
When you have a 50+ documents Mobile Road Warrior show them by pages: 50 documents per page.
To see all documents: MRW main menu -> Receipt -> All
You can see most resent documents first, but there are a lot of them, so they placed on multiple pages.
Scroll down till end of the page, if you need to see more: press Menu button on your mobile device.
You can see blue arrows "Previous" and "Next" to navigate through the pages.
When I am creating document, I would like to select product/service category and then select item from that category. How can I do it ?
Mobile Road Warrior app does not support yet break by category as you describe it. But we can offer you work around way that will do what you need to be done:
If you have services in categories like "Plumbing" and "Electric":
1. Create Product file: Main menu -> My Files -> Products -> name your products and services like
"P - Faucet installed", "P - Water Heater", "P - Toilet install";
"E - Switch installed", "E - Wiring installed".
Enter price, description and what do you need there. When you will look at product list your products already will be ordered by category.
2. When create invoice:
Main menu -> Invoice -> Full or Quick Form -> Product tab or section -> Product Name field
- enter "P" and you will see list like: "P - Faucet installed", "P - Water Heater", "P - Toilet install"
- enter "E" and you will see list like: "E - Switch installed", "E - Wiring installed"
This way you can see list based on category "P" or "E".
We understand it is not a perfect solution and we will work on it, but for now we hope it will help you.
How to send e-mail with document to my client AND to my office ?
You can customize Mobile Road Warrior Invoice setting to send client's document to more
than one e-mail address: like your clients and your office or just to your office and any other e-mail address: Customize -> E-mail to field -> enter any
additional e-mail or e-mails where you want to send copy of e-mail.
It could be your office, your home or other e-mail address.
How to handle document numbers when I have more than one technician on the field ?
You can do it one of 2 ways:
1. You can assign to them different document numbers like Technician_A will be using document number starting from # 100, and Technician_B will use document numbers starting from # 200. Customize ->" Next Order #" field -> enter 100 and 200 respectively.
2. You can use Prefix to document number, like both Technician_A and Technician_B will use document numbers starting from 100, but Technician_A will have prefix A and document will be called A 100 and B 100
To assign prefix: Customize -> Prefix for Document #: and enter prefix like in our example letters A and B respectfully.
FILES
How to create backup of my files ?
The backup process is similar to all files: Client, Product, Vendor and Documents. Example of Product file backup.
Login into Mobile Road Warrior Invoice app.
From Main Menu -> My Files -> Manage My Files -> Backup DB tab -> Export Product -> should see pop-up message "Table successfully exported to SD card".
You can see backup at your SD card at: sdcard/MobileRoadWarrior/backups/ file name backup_product_YYYY_MM_DD__HR_Min.tsv (date and time when backup was created).
How to import files into Mobile Road Warrior Invoice app ?
The import process is similar to all files: Client, Product, Vendor, Notes and Documents. Example of Product file.
1. Import Products from backup:
Login into Mobile Road Warrior.
From Main Menu -> My Files -> Manage My Files -> Import DB tab -> Import Product (...) -> using your file manager app navigate to sdcard/MobileRoadWarrior/backups/
file name backup_product_YYYY_MM_DD__HR_Min.tsv (date and time when backup was created). You should see pop-up messages "Product successfully imported".
Only for Product file second message should pop up: "Product successfully processed".
2. Import Products from your CSV, TSV or IIF file: from Main Menu -> My Files -> Manage My Files -> Import DB tab -> Import Product (...) ->
using your file manager app navigate through SD card and select your file. You should see pop-up messages "Product successfully imported".
Only for Product file second message should pop up: "Product successfully processed".
File was not imported successfuly ? Did not import at all ?
Contact us at support@MobileRoadWarrior.com and we will help - it is our special complimentary service.
Can I import my own Client, Product, and Vendor files in my own format ?
Import existing files to Mobile Road Warrior.
You can import Product, Client and Vendor files.
Here is description of Product file import. Client and Vendor file imports done similar way.
1. Your product file has to have: column "NAME" and rest of the column names
should be unique and consist only from letters, numbers and "_" like: a-z 0-9 _
If you need to modify your file, open it in spreadsheet app like Excel and make your changes.
Then save it as .tsv file (save file in tsv format).
2. Transfer your file to your phone or tablet. You can use any technology to do so. For example: attachment to e-mail, Drop Box, Google+ . You can store file at any location, but we would recommend you to save it under MobileRoadWarrior/imports directory, so you will have your files well organized on your mobile device.
3. Go to Mobile Road Warrior app -> My Files -> Manage My Files -> Import Product button.
If you have installed on your phone/tablet any file manager, you will see file manager apps that allowed you to
navigate through your SD card. If not, we would recommend you to install one of free file manager apps.
We like AndExplorer or Astro, but most of File managers should do this job.
4. Select your Product file that you just transferred (2.)
5. You should see importing msg. Repeat (3) and (4) with Product and Vendor.
6. File was not imported successfully, contact us at support@MobileRoadWarrior.com and we will help - it is our special complimentary service.
What is Notes.txt for ?
If you need to add text to the bottom of an invoice, like terms and conditions, disclaimers, or work authorizations, you can:
1. On your computer create file Notes.txt with your text.
2. Save Notes.txt on your phone/tablet SD card at any place. We would recommend you to save it to /MobileRoadWarrior/imports/ to keep your data organized.
3. Open Mobile Road Warrior and from main menu My Files -> Manage My Files -> Import DB tab -> Import Notes (.txt) button.
Text will be added at the end of your document.
Can I sync my files back to QuickBooks ?
No. We are working on it, but it is not ready yet.
How to assign Image to Products in Mobile Road Warrior app ?
1. Get image of your product on your mobile device.
If you have product's image, please, save it on your mobile devise. You can store them at any location, but we would recommend you to save it under MobileRoadWarrior/invoice directory,
so you will have your files organized.
If you do not have an image, you can just make a picture of your product with your phone/tablet camera.
2. Login into Mobile Road Warrior. From main menu -> My Files -> Products
a) If you do not have your product in product list, press Menu button on your phone/tablet -> Add Product -> enter Name (mandatory) and any other useful data, as you wish. . To save your changes you can press back button on your phone/tablet and changes will be saved. If you wish to save changes explicitly, press menu and select "Save" option. Your new product will be added to product list.
When product exists, let's add image to your product. Select product from product list, on your phone/tablet press Menu button -> Add Image. Select app to work with image.
b) If you make picture with on your phone/tablet camera, select "Gallery", if you saved your picture on SD card select any file management app that you have on your phone/tablet. If by any chance you do not have file management app, please go to Google Market and install one you like. If not, we would recommend you to install one of free file manager apps. We like AndExplorer or Astro, but most of File managers should do this job.
3. Select your picture.
4. Press Back button to save your product.
5. If you will decide to show your client your product this way, you can click on the picture to see it full size.
Need more info? Check it here.
How to assign Images or Barcodes to Products automatically ?
If you importing existing Product file from .CSV or .TSV file and have images and / or barcode for your products you need to do following:
1. At Product file create columns: "IMAGE_NAME" and "BARCODE"
2. "IMAGE_NAME" column should have a name of product's image (like "Img.png")
3. "BARCODE" column should have a product's barcode (like 1234578)
4. Store products images at your mobile device, on SD card at /sdcard/MobileRoadWarrior/images/ ( like /sdcard/MobileRoadWarrior/images/Img.png )
5. Save your Product file at your mobile device, on SD card. You can store it at any location,
but we would recommend you to save it under MobileRoadWarrior/imports directory, so you will have your files organized.
6. Import Product file into Mobile Road Warrior: from Main Menu -> My Files -> Manage My Files -> Import DB tab -> Import Product (...) ->
using your file manager app navigate through SD card and select your file. You should see pop-up messages "Product successfully imported".
7. After you should see pop up message: "Product successfully processed" - that indicates that Images and Barcodes processed successfully.
Need more info? Check it here.
Where Vendor file has been used ?
Vendors are not a part of document. Vendor file is for your information only. It might be used in the future,
but for now, if you do not want to have it handy on your app, you do not need to import it.
CUSTOMIZE
Why do I need login page ?
Your mobile device could get stolen or misplaced. In order to add the level of security around viewing your and your client's private data
that stored with Mobile Road Warrior app, you may choose to have access to Mobile Road Warrior with Login page and secure Password.
Password saved at Mobile Road Warrior in encrypted format.
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