System Guide
Streamlining Onboarding and Operations for the Tridigital Team.
New Feature: Quick Onboarding
Technicians can now set up new clients instantly from the Dashboard. The Quick Onboard tool combines three steps into one form:
- Step 1: Register the Company (Billing Entity).
- Step 2: Add the Site Contact and GPS Address.
- Step 3 (Optional): Log the first job and self-assign it to your backlog.
Authorized Access Only
Onboarding tools, job details, and scheduling systems are hidden until you sign in.
Go to LoginApp Installation
Install the portal as an app for real-time field access:
- iPhone: Tap Share, then "Add to Home Screen".
- Android: Tap the menu, then "Install App".
- PC: Use the browser's install icon in the address bar.