Logging into the website for the first time

Jamie
Jamie
  • Updated

If your logging into the mpro5 website for the first time, please take a look at this overview to help you get familiar with the basics.

 

The Main Website Login Screen

Once you have been provided the website link from your business mpro5 administrator, you will be presented with the below screen. Please enter your credentials and select Login.

Login_Screen.jpg

 

The Portal Login Screen

There may be an additional login option for Portal accounts but this will only be available if your business uses it. If your business does use Portal accounts and your account is a Portal account then please select the Portal Login and enter your credentials there instead.

Portal_Login.jpg

 

Home Screen

When you log in for the first time, you will be presented with the home screen which looks like the below. 

1._Landing_Page.jpg

However, you may not have access to all the tiles that you see below due to your access level. You will need to contact your mpro5 admin within your business if you need access to additional areas of the website.

 

Home Screen Big Tiles

Jobs.jpg

Selecting the "Jobs" tile will produce a dropdown with a number of options for different things you can do with jobs. What you see in the dropdown will depend on your account permissions. The options that are used the most are "Job Search", "Job Planner" and ""Follow Up Actions.

Flows.jpg

Selecting the "Flows" tile will produce a single dropdown option. The option is also called "Flows". This will take you to the Flow Search screen when you can search for completed Flows.

Resources.jpg

Selecting the "Resources" tile will produce a single dropdown option. The option is also called "Resources". This will take you to the Resources screen where you can search, add or remove documents such as PDF's, Microsoft Word documents and Microsoft Excel documents.

Reporting.jpg

Selecting the "Reporting" tile will produce a dropdown with a number of options for different things you can do with reporting. What you see in the dropdown will depend on your account permissions. The option that is used the most is the "Web Reports" option. This will contain a number of "Out Of the Box (OOTB)" reports and custom reports if you have had any built. There are a number of OOTB dashboards too that may be of interest, you would need to take a look to see if they bring any value for you.

Search.jpg

Selecting the "Search" tile will bring the Search field active within the tile where you can search for a specific keyword like "Site" or "Flow" etc.

 

Home Screen Mini Tiles

Planner.jpg

Selecting the "Planner" mini tile will take you to the Planner screen which is a calendar style job tool for finding, amending and scheduling jobs.

Site_Schedule.jpg

Selecting the "Site Schedule" mini tile will take you to the Site Schedule screen which allows you to select a customer and specific site on a specific week to see what scheduled jobs are running for it and if they have been completed or not with the user who completed them. It also displays any completed audits and user activity to see who has logged in or out. This will only be available if you have patrols set up.

Mini_Search.jpg

Selecting the "Search" mini tile will take you to the Job Search screen where you can search, amend and create jobs.

Customers.jpg

Selecting the "Customers" mini tile will take you to the Customer screen where you can search your customer base.

Mini_Resources.jpg

Selecting the "Resources" mini tile will take you to the Resources screen where you can search, add or remove documents such as PDF's, Microsoft Word documents and Microsoft Excel documents.

Assets.jpg

Selecting the "Assets" mini tile will take you to the Assets screen where you can search, add, amend or remove assets.

Mini_Web_Reports.jpg

Selecting the "Web Reports" mini tile will take you to the Web Reports screen which will contain a number of "Out Of the Box (OOTB)" reports and custom reports if you have had any built.

Import.jpg

Selecting the "Import" mini tile will take you to the Imports screen where you can import things like below:

  • Asset
  • Customer 
  • Form
  • Job
  • Site

 

The Side Menu

You have a number of options available to you via the side menu which you can access by selecting the right facing chevron. A short video on how to access it is below.

 

 

You can search for a specific entity or feature by using the search fields as the below video shows:

 

You can also view all the tiles you have available to you by clicking on the "Show More Services" ribbon toward the bottom of the main page, this will depend on what permissions your account has access to.

The below video will show you how to open them up:

 

CRM

CRM will drop down some options for you to select as below.

  • Customers
  • Sites
  • Locations
  • Sub Locations
  • Parent Regions
  • Regions
  • Depots
  • Import
  • Requests
  • Contacts

CRM_side_Menu_Dropdown.jpg

JOBS

JOBS will drop down some options for you to select as below.

  • Planner
  • Site Schedule
  • Follow Up Actions
  • Search
  • Job Recurrence Search
  • Job Asset Search
  • Holiday

Jobs_Side_Menu_Dropdown.jpg

FLOWS

FLOWS will drop down some options for you to select as below.

  • Flows

Flows_Side_Menu_Dropdown.jpg

RESOURCES

RESOURCES will drop down some options for you to select as below.

  • Resources

Resources_Side_Menu_Dropdown.jpg

REPORTING

REPORTING will drop down some options for you to select as below.

  • Customer Dashboard
  • Dynamic Dashboard
  • Jobs Dashboard
  • Scored Forms Dashboard
  • Follow Up Actions Dashboard
  • Site Statuses
  • Web Reports
  • Maps
  • Overview Dashboard

Reporting_Side_Menu_Dropdown.jpg

ASSETS & PARTS

ASSETS & PARTS will drop down some options for you to select as below.

  • Assets
  • Manufacturers
  • Parts
  • Part Categories

Assets___Parts_Side_Menu_Dropdown.jpg

SALES & RETURNS

SALES & RETURNS will drop down some options for you to select as below.

  • Orders
  • Products
  • Product Categories
  • Vendors
  • Pricesheets
  • Order Forms

Sales___Returns_Side_Menu_Dropdown.jpg

INVOICING

INVOICING will drop down some options for you to select as below.

  • Ready To Invoice
  • Search
  • Line Types
  • Status

Invoicing_Side_Menu_Dropdown.jpg

TA

TA will drop down some options for you to select as below.

  • Clock Entries
  • Clock Entry Journal
  • Clock Entry Journal Type
  • Shift Plan Groups
  • Shift Plan
  • Shift Plan Types
  • Shift Period Groups
  • Create Users / Groups
  • Assign Users to Shifts
  • Shift User Holiday
  • Bands
  • Config
  • Shift User Holiday Status
  • Authentication Types

TA_Side_Menu_Dropdown.jpg

QUOTES

QUOTES will drop down some options for you to select as below.

  • Quotes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Quotes_Side_Menu_Dropdown.jpg

SCHEDULED

SCHEDULED will drop down some options for you to select as below.

  • Scheduled Programs
  • Scheduled Unit Templates
  • Scheduled Units

Scheduled_Side_Menu_Dropdown.jpg

 

In website guides & help

Guides & Help Widget

There is a built in Guides & Help widget in the bottom right hand corner of the Home screen.

These have some tutorials on how to achieve certain tasks, for example there is one on how to run a Job Search.

Please see the video below to access:

 

They will begin to be ticket off with a strike-through as you complete each tutorial.

It also has a Feedback option too that you can use if you have a suggestion.

 

 

 

 

 

 

 

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