Katipolt

How to create a Katipolt Account or Login using a Katipolt Account

Katipolt Mobile - Create or log in using Katipolt Account (Mobile App)

How to create a Google or Microsoft Account  or Login using a Google or Microsoft Account

Katipolt Mobile - Create or log in using a Google or Microsoft Account (Mobile App)

How to find your way around Katipolt Mobile App

Katipolt Mobile - Overview

How to use Katipolt and your mobile device's Maps to navigate to a Job/Booking

Katipolt Mobile - Using Navigation to a Job/Booking

How to view and add a file or multiple files from Katipolt Mobile App

Katipolt Mobile - Files (View - Upload)

How to add timesheets from Katipolt Mobile App

Katipolt Mobile - Timesheets (Add - Edit)

How to make leave requests from Katipolt Mobile App

Katipolt Mobile - Leave Requests

How to add and where to find Timesheet /Job Comments and Ready to Invoice

Katipolt Mobile - Timesheet /Job Comments/Ready to Invoice

How to add a product or multiple products from Katipolt Mobile App

Katipolt Mobile - Product (Add - Edit - Delete)

How to add a CoC or ESC from Katipolt Mobile App

Katipolt Mobile - CoC or ESC (Add)

How to Preview and send a CoC or ESC from Katipolt Mobile App

Katipolt Mobile - CoC or ESC (Preview and Send)

How to make Forms available for Staff to View & Edit

Katipolt Mobile - Forms

How to email your Form, CoC or ESC from the Katipolt Mobile App

Katipolt Mobile - Emailing Forms, CoC's or ESC's

How to capture Labour and Product(s) to different areas of a Job from the Mobile App

Katipolt Mobile - Site Visits

How to add a job from Katipolt Mobile App

Katipolt Mobile - Job (Add)

How to change a Job Stage on the Katipolt Mobile App

Katipolt Mobile – Job Stage (Change)

How to add or edit a Booking from a Mobile Device

Katipolt Mobile - Bookings (Add - Edit)

How to add a Customer from Katipolt Mobile App

Katipolt Mobile - Customer (Add)

Katipolt Mobile – Schedule (View Bookings)

How to reset your Katipolt Login Password from the Katipolt Mobile App

Katipolt Mobile - Account Password Reset

Katipolt Mobile - Maps - Overview

Austin Rasmussen

Help with the features of Katipolt Mobile App

Katipolt Mobile

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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