The mobile app is used by mechanics or salespeople who want to be able to use the features of the program while on a mobile device.
Each dealership location will have a separate website address. If you need to do any tasks (clocking in or out, modifying service ROs, etc.) from a specific location, please confirm that you are logging in to the correct website.
Mobile User Setup Process
All of your dealership’s users will be able to log in to any of the Infinity Mobile location websites.
However, before users can access Infinity Mobile, they will need to run the Mobile User Setup tool.
Opening the Setup Process
To launch the tool, simply open the File menu of any Infinity module. The “Mobile User Setup” option will be the last option in this menu.
When you have launched the tool, you will have two setup options: NT credentials and mechanic number.
After you have filled out your NT (Windows) credentials or you have entered a mechanic number, the “New Password” section and the “Update Mobile Password” button will both be enabled. Enter a new password, which can be the same as your current NT password if you would like. Click the “Update Mobile Password” button and a message box will state that you’re ready to log in to Infinity Mobile.
Please contact Motility support by email at support@MotilitySoftware.com or by phone at 407-358-2000 if you do not know your dealership’s website URL(s).
Infinity Mobile handles licensing the same way that Infinity Desktop handles licensing, in that a user logging in triggers a license to be taken on the licensing server. This license is not released until the user logs out, or the user’s session expires, which takes twenty minutes of inactivity.
A logged in user will take a license of whichever type the user is set to; if a user is set as a full license, the user will take a full license when logged in, and if the user is set as a partial license, the user will take a partial license when logged in.
If a user is logged in to Infinity Mobile in addition to Infinity Desktop, that user will be taking two licenses – one for Infinity Mobile, and one for Infinity Desktop. Likewise, if a user is logged in to Infinity Mobile on multiple devices or multiple browsers, that user will be taking a license for each time they are logged in.
If a user is logged in to multiple Infinity Mobile location websites at the same time, that user will be taking a license on each location website they are logged in to. Each location website is a separate website, which means that even if you’re logged in to one location website, if you go to another location website, you will be asked to log in to that other location website.
Infinity Mobile is not a way for dealers to use fewer licenses, or to circumvent licensing altogether. The website acts just like Infinity in terms of licensing, as detailed above.
Mechanics should use the Mechanic Clock section, not the Service Invoicing section, when working on repair orders. Mechanics are not able to add repair lines in this section, but they can edit basic fields on each existing repair line from this section. They can also clock in or out of jobs, request parts, add mechanic notes, view and upload invoice pictures, and adjust clock times.
By default, mechanics only see invoices that they are assigned to. If mechanics need to pull up an invoice that they are not assigned to, this can be done by searching for the invoice. Adding criteria to the search will allow the mechanics to see all invoices matching the search criteria, not only the ones they are assigned to.
Modifying an Invoice
When first opening an invoice in the Mechanic Clock section, there is a filter located at the top-right of the screen that defaults to the “Not Completed” value. Until this is tapped, the repair lines shown below will all match this status.
There are three filter statuses in this toggle button:
- Not Completed
- All Jobs
The color that displays adjacent to the left-side of each repair line is not the color of this status; it is an indication of whether or not the currently logged-in user is assigned to the specific repair line. This legend overlay can be toggled by clicking the “Help” button in the top-right of the blue header.
Concurrent Invoice Modifications
A mechanic can in fact edit repair lines while a service advisor is editing an repair order. The only caveat is that if a service advisor has the repair order open in Infinity Desktop, the changes that a mechanic submits are “queued” until the service advisor clicks the Exit button to close the repair order.
When viewing a unit with Infinity Mobile, some units will have a populated Photos tab. However, no pictures will be shown if your dealership is not set up with RV123. This tab only pulls pictures from RV123, so if there is not a feed or a scraper set up for your dealership, then no pictures will be shown.
The Photos tab is not meant to show internal pictures, nor can it. The Infinity Mobile website cannot access the filesystem of your dealership’s server, but the filesystem and website both connect to the same database, which is where the Invoice Pictures uploaded via Infinity Mobile are stored.
After pictures have been uploaded and attached to an invoice via the Invoice Pictures section of Infinity Mobile, they will automatically be downloaded to the ROPicPath folder on your dealership’s server. However, pictures that are added to the ROPicPath will not be uploaded to the database. Because of this, users will not see pictures that were added to the ROPicPath directly when viewing the Invoice Pictures section of Infinity Mobile.
Infinity Mobile allows a service advisor to accept the signature of a customer on an RO. This signature will be populated in different reports such as the RO Customer Copy report when running Infinity Reports.
To accept a signature, first press the “RO Tools” button when viewing an RO in the Service Invoicing section of Infinity Mobile. Before a customer can sign, the Service Disclaimer will need to be accepted.
Note: Declining the agreement will send the user back to the Service Advisor RO Edit screen.
After the Service Disclaimer has been accepted, the customer will be able to sign their approval onscreen. After the customer has finished signing the document, simply press the “Save Signature” button.
If signatures are not being displayed on reports in Infinity Reports that should contain signatures (such as the RO Customer Copy report), please confirm that your dealership’s Service Disclaimer is set up correctly with the steps below.
1. Open Company Information.
2. Open the “Service” section.
3. Open the “Disclaimer 1” tab.
4. Confirm that all places where a signature should be say “X_______________” (without quotes) instead of anything else, such as “Signed_______________” (without quotes).
This issue occurs when the Service Disclaimer text does not contain the designated identifier for a signature, as shown above.
The number of underscores does not have any impact on this functionality if there is at least one, as long as there is a space before the (capitalized) X as well as after the final underscore, but there should not be a space between the X and the first underscore.
Valid Signature Identifier Examples
Invalid Signature Identifier Examples