Records are the core components of every App. How you create, update, and manage them determines how the App functions for you.

With the Servis.ai mobile app, you can:

• Access and manage your records from anywhere
• Update information quickly while on the move
• Keep your team aligned with real-time changes

User Permissions: No special permissions are required to use this feature.

Navigate to Apps

Open the menu to display all your available Apps. Then just tap the desired one and open a view.

Create a Record

To create a new record in any App, tap the + sign in the bottom left corner. 

The existing records will be displayed accordingly with your Mobile Card configuration, you can learn more here.

Note: Fields that have the ‘*’ symbol right next to them are mandatory fields, which means they must be filled out in order to create the record.

Fill in the form and once you are done, tap ‘Save’ to create the record.

Note: Read/Write access to some fields could be restricted. Contact your team’s administrator for more information.

You will be redirected to the record’s detail page so you can start interacting with it right away.

Edit or Delete a Record

Tap the options icon, located in the top right corner. You will have the option to edit or delete the record. 

You can also do this from within the record’s detail page: