Overview
Manage leads, callbacks, files, and notifications on mobile.
Prerequisites and access
Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.
Steps
- Sign in with the same active Avenor account and correct workshop access.
- Review dashboard, leads, overdue callbacks, and notifications.
- Use secure device locking and log out before giving the device to another person.
Expected result
The change is stored in the active workshop and becomes visible only to authorized users.
Edge cases
- Confirm the active workshop before changing data.
- Do not create duplicates when the record already exists.
- Features can be hidden when the plan, configuration, or permissions do not enable them.
Troubleshooting
Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.