LOU Service Mobile App : Setup & Introduction

Or go to Setup / Configuration / LOU Mobile Apps / LOU Service

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New Device Registration

Activation Code or QR Code
PIN Code

Home (Dashboard)

Date / Date Range
Progress Ring
Task Card Carousel
Vehicles and Assets

Route (Dashboard)

Route Menu

Inventory (Dashboard)

Preflight and Postflight
Search Company Inventory

More (Dashboard)

Search and Create Orders
Customers
Device User Settings

New Device Registration

First things first - Let's get your device registered by connecting your LOU Service Mobile App with your LOU Web Account!

REMEMBER! Only your LOU Admin can access the LOU Service page.

Open Lou.Evosus.com on a separate device and navigate to Setup / Configuration / LOU Mobile Apps / LOU Service

In LOU Service (on LOU Web), click which will take you to the Activate Device for LOU Service page to add a device and first time user account.

Once you have selected the User and Named the Device, click . The next screen will give you a Manual Activation Code as well as a QR Code Activation. You can use your device's camera to scan the QR Code barcode or enter the Manual Activation Code.

IMPORTANT! You will need a new Manual Activation Code or QR Code per device.

If a Code is reused, you will see a warning message. You will be given the option to Override and use the Code on the new device but the old device will be disconnected. Once the 6 digit code is entered, LOU will automatically validate and log in. If a digit is incorrect, you will see an Invalid Code warning in red.

If you have forgotten the Manual Activation Code or need to Scan the QR Code, you can find it again in Setup / Configuration / LOU Mobile Apps / LOU Service / Configuration. Right click on Actions for the device you need to view and click Activation Code.

"Find My Code" will bring up the LOU Manual Activation Code prompt with these instructions on your Mobile device.

File (26) File (27)

Manual Entry

Enter your LOU User ID - the email that was used on the User Profile in the LOU App Configuration.

Scan QR Code

Congratulations - your device is Registered!

Now that the device has been added, you will have a list of all Devices and their Status on the LOU App Configuration page. Setup / Configuration / LOU Mobile Apps / LOU Service /Configuration

IMPORTANT!

If a user is using a device that has already been registered with someone else, the log in page will default to the last Registered User that was signed in. You will need to Switch Users and enter a new Manual Activation Code.

Pin Entry Screen

Yay! You are ready to log into the LOU Service Mobile App on your mobile device.

You will need your PIN, which you can find in LOU Web :

Profile Icon > My Account > View PIN.

If you can't access LOU Web, you can click Forgot your PIN? and it will be emailed to the email address that was used to register the device.

Home (Dashboard)

Welcome to LOU Service Mobile App!

Once you have entered your PIN, you will be automatically logged in and taken to the Home (Dashboard) that will default to Today and will display a greeting message - "Good Morning / Good Afternoon / Evening, [User Name]".

Use the Bell icon or pull the screen down to sync any items:

To change the date or date range displayed, click the Calendar Icon . The Date screen will display from the bottom and you will be able to choose Today, Tomorrow, Yesterday, or Custom Date Range.

NOTE: The Custom Date Range limit is 30 days.

The >>Next Stop button will open up the Route map with the next Task location pin.

Back will recenter the Route map.

Navigate will start navigating to the Task location using Google Maps, displaying driving directions with estimated time to location, distance and time of arrival and the option to call the client, send an "On My Way" message or Exit.

Here is the shortcut to the Route (Dashboard)

Below the Date / Date Range is the Progress Ring.

It is reflected in three segments:

Completed : Blue-Grey
In Progress : Green
Pending : Orange

Task Carousel

Here you will see all the tasks for the selected Date / Date Range and you can slide left or right to view each Task Card.

Each Task Card contains:

Task Type
Site Profile (if you have any setup for the Client Profile and attached to the Task)
Timeframe (if a Timeframe has been chosen i.e. Morning, Mid-day, Afternoon)
Unconfirmed / Confirmed Appointment (notated by the Thumbs up icon)
Task Status and Estimate / Duration / Timer
- Pending - Orange icon with Estimate Duration of Task
- In Progress - Green icon with Timer
- Paused - White/Black icon with Timer
- Complete - Blue/Grey icon with Actual Duration of Task
Customer Information - Name, Street / Service Address (from the Customer Profile)
Asset is a unique / specialty piece of equipment that was added to the task which is not normally used on-site but is needed for this specific Task.
Map and Navigate
Map will open the Route map to view the location of the address. Navigate will start navigating to the Task location using Google Maps, displaying driving directions with estimated time to location, distance and time of arrival and the option to call the client, send an "On My Way" message or Exit.

Task Cards are sorted in chronological order that is defaulted to first scheduled task on the first date of the date range with each card grouped by the Date / Day of the Task.

NOTE:

When you are checked into one or more tasks, the Carousel will default to the first scheduled task In Progress. If no task is currently In Progress or Paused, the Carousel will default to the Next Pending task.

Also, while you are checked into one or more tasks, the Next Stop button will change to Current Task. Current Task will navigate to the default Task Profile of the task that was most recently checked into if there are more than one tasks In Progress.

Vehicles and Assets

Following the Task Carousel, the Vehicles and Assets assigned to the Tasks for the selected Date or Date Range will be listed. This information is for display only and any changes will need to be made in LOU Web.

Vehicles that are tied to a Stock Site will have a Warehouse icon .

Route (Dashboard)

The Route (Dashboard) will default to the Map View as well as the Date / Date Range that is set on the Home (Dashboard). Click View Task List to change the task route order view.

Use the Magnifying icon to open the search bar to search by Customer Name, Task Type or Address.

The Kabob icon opens the Route Menu from the bottom with the options to:

Optimize Route

REMEMBER! Optimize Route only takes into account the GPS location. It will not look at Time Frames.

Optimize Route will reorder tasks that may have been set in LOU Web.

Sort My Day - you can reorder tasks yourself.
Reset Route

While Completed Tasks will be hidden by default, you can use the toggle to switch between having them shown or hidden.

Tapping on any of the Stop pins on the map will open the Stop Card showing the Customer address and Task Information.

Back will recenter the Route map.

Inventory (Dashboard)

Preflight

Preflight will help you quickly create a Pick List of SKUs that you need on your truck for the day.

LOU will indicate how many SKUs need to be picked. If your Vehicles are Stock Sites, LOU will only suggest those SKUs with insufficient quantities in that Stock Site.
Vehicle Stock Sites: This process will perform a Stock Transfer between the selected Stock Site and the Vehicle Stock Site.
Vehicles that are not Stock Sites: This process will function like Pick Lists. No Stock Transfers will occur, but it will help ensure you have the SKUs you need for the day.

Postflight

Postflight is the reverse of Preflight and will help create a Pick List of SKUs no longer needed on the truck.

This requires SKUs to be marked as Not Needed.
Vehicle Stock Sites: This process will perform a Stock Transfer from the Vehicle Stock Site to a selected Stock Site.
Vehicles that are not Stock Sites: This will function like Pick Lists. No Stock Transfers will occur, but it will help remove unneeded SKUs from the Vehicle.

To run through Preflight and Postflight

click

LOU Service: Preflight and Postflight

Search Company Inventory

The Search Company Inventory > Search Inventory gives you insight to the company inventory at the tips of your fingers. You can Search by SKU name or word within the name and you can also Filter by Quick SKUs, Category, SKU Type, Vendor and Manufacturer. Within each filter, you will also be able to search so you don’t have to scroll through the entire list.

More (Dashboard)

The More (Dashboard) holds the company level Order and Customer information as well as Settings for the User Device.

Use the Bell icon or pull the screen down to sync any items.

Orders

The Orders page shows an alphabetized Customer list that you can Search through or you can Create a New Customer.

Use the Magnifying icon to open the search bar to search by Customer Name, Address, Email, Phone Number and / or Customer ID Number.

And if you need to Create a New Customer, click .

NOTE: This can create Duplicates so be careful the customer does not already exist.

Once you've found the Customer you were searching for, tapping on the Customer Card will take you to a list of the customer's orders that can be filtered by Date, Order Status (Pending or Complete) or Document Type (Work Orders, Sales Orders, Estimates or Opportunities).