In order to use ProContractor Mobile, your mobile users must be set up as contacts in ProContractor™, but they do not have to be ProContractor™ users.

After you create a mobile user, you can enter that user's settings manually, as described below, or you can copy settings from an existing mobile user. See Copy Settings From a Selected User to Other Mobile Users for details.

1. Select Administration > Connect Settings > Mobile User Settings.
2. Click New in the row for the contact whom you want to make a mobile user. If you are modifying the settings for an existing mobile users, click Edit in the Settings column for that user.
3. On the Mobile Settings screen, complete the fields as described on the Mobile Settings Screen Field Reference.
4. Click Save & Close.
5. If needed, click Edit in the Employees column in the row for the contact.
6. In the popup window, select the checkbox for each employee that you want to make available on daily field reports for the contact.
7. Click OK.
8. If needed, click Edit in the Equipment column in the row for the contact.
9. In the popup window, select the checkbox for each equipment item that you want to make available on daily field reports for the contact.
10. Click OK.
11. On the Mobile User Settings screen, click Close.