The SmartWare Staging website can be used by owners to access SW Mobile on an iPad without affecting your live data or being charged for the app.
The SmartWare Staging website is a copy of the SmartWare Production website, which is the main website that all Zee’s use on a daily basis.
The SmartWare Staging website is refreshed every Tuesday morning with a new copy of the Production website. That means that any data that is setup in Staging will be overwritten every Tuesday.
Accessing SW Staging Site
SW Staging URL: https://mra-staging.servantia.com/#/login
- Click on the link above to open SW Staging.
- Login using your regular login credentials.
- SW will load with the data that was in your regular SW account from on most recent Tuesday (Staging is refreshed with Production data every Tuesday)
- Create a Technician to use for testing/practice.
- You could also create a Test Technician in your production account, make the tech inactive, then re-activate that employee on Staging after the copy from Prod to Staging.
Creating a Technician
- Click on + to add new employee.
2. Enter Employee Name
3. Select Default Location
4. Select Job Skills
5. Click on Save
6. Click on the ‘+’ in the address panel.
7. Select Address Type of Primary
8. Enter Address Name (Work, Home, etc.)
9. Enter Address
10. Validate Address
11. Save
12. Click on the blue arrow in the Access Control panel.
13. Enter a username.
a. The username and password may show your username and password if you have auto-fill turned on in Chrome. If it does, just click on the box. The outline will show in blue and you can backspace to remove your username and enter the new one.
14. Click the “Check” box to confirm that the username is not already in use.
15. Enter a password, following the password requirement.
16. Confirm the password.
17. Click in the “Roles” box and select “Technician” from the list.
18. Click on “Save”.
19. Click on the blue arrow on the Schedule Templates panel
20. Click on the ‘+’ to add a new template.
21. Select the technician that was just created.
22. Select a zone.
23. Add AM and PM hours of availability.
24. Save.
25. Click on “Recalculate Next 35 Days” button.
Your technician will now show availability in the Simple and Routing Schedulers.
Download and Install the Staging App
Pre-Requirements:
In order to install the SmartWare Mobile App on an iPad the following requirements must first be completed:
- User must be setup with an active employee record in SmartWare
- User must be assigned the role of technician in their employee record
- User must have a valid username and password for SmartWare
- User must have a valid Apple login to download the app from the App store
- User must have TestFlight downloaded onto their iPad
Until these items have been completed, you will be unable to install SmartWare Mobile App on an iPad
App Download and Setup
- On the iPad, using Safari, open this link: https://testflight.apple.com/join/XjCjDAeU
- Chrome will NOT work , the App Store popup page will appear, but it will be blank. Please be sure to use Safari for downloading the App
- Click on the Install / Get button to install the app
- Tap on the home button on the iPad to see the app downloading.
4. Click on the icon to begin registering the app.
5. You may get a pop-up message that says “Untrusted Enterprise Developer.” If you do NOT, proceed to step 6. If you do, complete the steps below.
a. Go to iPad Settings. Open General, then Device Management.
b. Select “ZorWare, LLC” under Device Management
c. Tap Trust ‘ZorWare, LLC’, then return to the SW Mobile icon and tap it.
6. Enter the same username and password that was used in Step 2 to register the app. Tap the “Register button.
7. Enter a short local password to use for opening the app during daily use. Click on “Next”.
8. The app will begin registering and downloading the office data.
9. The app is now registered to the username. Enter the short local password to open the app.