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Getting Started with the Supervisor iPad App

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The iPad app is a mobile solution to help Supervisors complete construction checklists, record job-specific notes, and record client meetings. The app requires a Supervisor to be created as an employee on the Intranet and then links specific jobs that they have been nominated as the Supervisor for in the Builder Portal.

Getting Started

First, a user must be created in both the Builder Portal and the Intranet. Then they will need to be assigned to specific jobs before downloading the app.

Create a User

An employee contact must be created and then a user can be created for that contact.

  1. Create an Employee Contact by clicking Contacts in the left-hand menu.
  2. Click the Create New Contact button, complete all of the required information, and click Process.
  3. Create a User by navigating to Setup > Manager > Users in the left-hand menu.
  4. Complete all of the required information, assign the relevant Office Role, select the Supervisor System Role, and click Process.

Assign Jobs to the User

By default, Supervisors will only see jobs that have been assigned to them. Jobs are assigned via the General tab on each job.

  1. In the left-hand menu navigate to Jobs > Jobs List and select a job you would like to assign to the Supervisor.
  2. In the General tab select the Supervisor dropdown and select the user to assign the job to them.
  3. Click Process to save and return to the Jobs List.
  4. Repeat steps 1-3 for all active jobs that need to be assigned to the Supervisor.
  5. In the left-hand menu navigate to Setup > System Variables > Integration Accounts > Intranet.
  6. Click the Send Jobs to Intranet button.
Users will only appear in the dropdown if the Supervisor System Role as been assigned to them.
Sending the jobs to the Intranet performs a quick sync of all data between the two systems.

If another person will be acting as the Supervisor: Follow all the steps above, but make sure that the Supervisor box is checked on their user profile.

Add Supervisor on Intranet 

Now the Supervisor must be added as a user on the Intranet to link the app with jobs from the Builder Portal. The following steps can only be completed by the Franchise owner:

  1. Log in to http://intranet.gjgardner.com.
  2. Navigate to Users > Staff.
  3. Click the Add Office Staff button.
  4. Fill in the Supversior’s contact information.
  5. Select the Supervisor in the GreenHouse User field.
  6. Click the Enabled – Login Allowed box.

After you save a window appears with the Supervisor’s login credentials.

Write down these credentials so that they can log in to the Intranet and the iPad app. These can always be changed when they log in to the Intranet by clicking Users > My Details.

Note: If this is the first time the Supervisor will log in to the app, it is recommended that the ‘Allow all office jobs to be visible’ check box be unchecked until all of their assigned jobs are displayed in the iPad app. This option may be enabled once their assigned jobs are visible.

Download & Install the App

The iPad app is an Enterprise Application, meaning it is used internally and not not available through the normal app store. Because of this, it must be installed following the steps below:

Note: The app can only be downloaded via the Intranet and only via an iPad using iOS version 10.0.0 or later.

Download & Install

  1. Using an iPad, log in to http://intranet.gjgardner.com using the username and password that were supplied when creating the account.
  2. Navigate to Docs & Files > Supervisor App.
  1. Click the red Download App button.
  2. When prompted by the iPad device, click the Install button.

The iPad begins to download in the background. Click the Home button will display the installation progress of the app.

“Trust” the Enterprise App

After the app has finished downloading and installing it must be verified as a trusted application in the device settings.

  1. On the iPad click the Settings icon.
  2. Click General > Device Management > THE GARDNER FAMILY TRUST NO 4.
  3. Click the Trust “THE GARDNER GAMILY TRUST NO 4”.
  4. Click Trust when prompted.

Now the app can be accessed by using the users intranet log in details.

Log In to the App

After the app has been verified as a Trusted application, the Intranet username and password supplied when creating the user may be used to sign in. You can change your username and password to something easier to remember by logging into the Intranet and navigating to Users > My Details.

If this is your first time logging into the app or after performing an update, it can take up to 15 minutes for all of your jobs to sync to your device. Please leave the screen open until all job details have downloaded.

Install Google Apps (optional)

To allow Supervisors to send/receive emails to clients from the app as well as reference Job Docs, from the job site it is recommended they download the official Gmail and Google Drive iOS applications.

Log in with the supplied @gjgardner.com credentials.

Updated on November 4, 2021

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Comments

  1. Great info. Can i suggest that the detailed contents be added here from the original manual…this was on the intranet under Manuals – Au Construction Manual, then the last section has info about how to use the Quality Control forms, send site instructions, how to upload photos to the client portal, etc.

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