Welcome to GoCanvas! Today we’re going to go over Custom Mobile App 101 so you can easily <a href='https://www.gocanvas.com/content/app-builder'>build your own mobile app</a> with GoCanvas.
To get started, go to www.gocanvas.com and log in to your GoCanvas account. If you do not have an account yet, sign up for a 30-day free trial!
Once you’re logged in, navigate to My Home My Apps and click “Create New App” on the left
First, give your app a name and description. Since we’re making a work order, let’s call it ‘my work order’. Then click “Save and Launch App Builder”.
Building your app
Now you want to name your screen. You can think of a screen as a group of fields in a section of your form, such as billing information or materials list. Let’s call this ‘Customer information’.
Then we select the screen layout. I will keep this as “Labels Above”.
Click done and now you can add fields to this screen. To add a field, just click on it or drag and drop. I want to collect the customer name, so I will use a text field. Give it a label and click done.
Continue adding fields like this [add address, city, state]
For state, I want to use a value list, which will create a dropdown menu. I can type in my own values, or in this case, I can easily populate it with the states.
For zip code, I want to make it easy for users to type the numbers on the number pad, so in the advanced section I will choose the style number.
Finally, I want to capture the date and time.
Creating second screen
Now I will add another screen and name it ‘Work Information’. This time I will choose the screen layout “list (simple)” so I can list all the work items.
I’m prompted to label the items I want to list. Here I’ll put ‘Service Issue’, so I can input things like broken heater, leaking pipe, etc.
Now I can add fields to collect more information about this item. Let’s add an image capture to document the problem.
I’ll add a multi-line text for typing out a description. Finally, I’m going to put in the price.
How to make a summary screen
Last, I will create a final screen to summarize everything. I can use the summary field to auto-sum all the prices I listed for the service issues.
Then I can add a calculation to auto-calculate tax. After the total, I can insert a customer signature for approval.
Now that I’m done creating the app, I’m ready to publish it to my users. Click “Save” and then “Save, close, publish”. Here I can choose the users to assign the app to. Click “Publish” and your users will receive a notification that they have been assigned this app.
Awesome, you’ve created your first work order app!
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