Thanks for choosing ForTheRecord.pro
This page explains how the app is organised, and how to quickly configure it the way you want it so that your crew can use it effectively asap.
We’re here to help, if you have any questions, just email or call us.
ForTheRecord (FTR) is a PWA or Progressive Web App.
There’s nothing to download from a web store, it just runs in a web browser on your phone, PC and tablet.
Just go to www.fortherecord.pro and click or tap the LOGIN button.
We release updates regularly which everyone gets automatically. Sometimes a popup will appear asking you to download the update, it’ll only take a few seconds.
The app has 4 sections:
This section has the most commonly used functions:
This is where you…
This is where you add and edit your…
This is where you and your staff record…
Follow these steps…
Go to Admin/Settings and turn off any functions/features you don’t want to use (you can change these at any time).
Info/Customers is where you add your Customers.
For most users, “Customers” are who they invoice. If you’re using FTR internally put your own business name.
You only have to put a customer name and leave the status as “active”.
Info/Sites is where you add your current active work Sites and link them each to a Customer. Activity happens on a “Site”.
You can have multiple work sites per customer.
In Info/Staff add Staff first and last names and their email addresses. The other fields are optional.
When you add a staff member, they’re sent an email inviting them to join you on the app. They need to accept the invitation and create a password.
Staff login
After staff have accepted their invitation and created a password they can login by going to our website www.fortherecord.pro on their phone and tapping the [LOGIN] button at the top.
Important – they need to say yes to the “location services” question as it’s an important part of the app’s functionality.
Once logged in, use the phone’s “save to home screen” function to install the app. Next time they can just tap the big green F logo to login.
NB the invitation only lasts a day or two. If they’re slow, and get an error like “invalid token” you’ll need to resend the invitation to them. It’s a button against their name in the staff list.
Staff can do timesheets and record other activity.
You can run reports and export them if you wish.
There’s a ton of features and settings you can explore later.
Some customers start small and just add their superstars until they’re comfortable with the app, and then add other staff later. Others go all in. There’s no best approach.
Some staff can take a day or two to adapt to using the app, but usually within a week everyone is humming along. We’re here to help you or your staff if needed.
And please email or call us if you have any questions, issues, or suggestions. The app gets better with customer feedback.
