How to Use Field and Solar Screens in the CrmLeaf Mobile App
All editions for the general field screens (attendance, tasks, tickets, expenses, travel reimbursement). Solar site-survey and site-approval screens appear only when the account's product type is Solar CRM.…
Availability: All editions for the general field screens (attendance, tasks, tickets, expenses, travel reimbursement). Solar site-survey and site-approval screens appear only when the account's product type is Solar CRM. Dispatch screens depend on the order dispatch workflow being configured for your account; warehouse stock movement on dispatch additionally requires the Purchase add-on module to be enabled.
Overview
The CrmLeaf mobile app is designed for people who work away from a desk. Beyond CRM and work records, it exposes field-specific screens: solar site surveys and site approvals for Solar CRM accounts, dispatch handling for delivery staff, and travel reimbursement for anyone claiming travel costs.
This article explains which field screens exist, why they differ between accounts, and how the common field tasks are completed from a phone.
How It Works
The app does not decide on its own which field screens to show. The API response includes the account's product type, and the app renders Solar CRM screens or standard CRM navigation from that value. Everything else is still governed by the account's enabled modules and the user's permissions.
Sign in → Product type read → Field screens rendered → Capture in the field → Record updated for the office
- Solar accounts get solar site-survey and site-approval screens. A site's approval status moves through draft, approved or rejected, and site approval is recorded with an audit trail.
- A survey feeds the solar assessment, which in turn feeds estimates and the BOQ - so what a surveyor captures on site is the input to quoting.
- Dispatch screens let an assigned dispatch manager work a dispatch through draft, confirmed, shipped and delivered, or cancel it. Delivery is completed with a proof image and a captured signature.
- Travel reimbursement lets field users submit travel costs from the phone as part of HR self-service.
- Field work is recorded against the same records the office sees in the web application. There is no separate mobile data set.
Who Can Use This Feature?
User
- Complete a solar site survey and act on site approval screens, in Solar CRM accounts.
- Work assigned dispatches and record delivery proof, if you are an assigned dispatch manager.
- Submit travel reimbursement claims.
- Work tasks, tickets, events and expenses while in the field.
Access depends on the modules and role assigned by your Administrator. Dispatch handling additionally depends on the dispatch permissions your Administrator grants.
Prerequisites
- The CrmLeaf mobile app installed and signed in.
- For solar screens: an account whose product type is Solar CRM, with solar master data configured.
- For dispatch screens: the order dispatch workflow configured, and the dispatch manager permission assigned to you.
- Camera and location permissions on the device, for photo capture and location-linked records.
For Users
Step 1: Confirm which field screens your account provides
What to do: Open the app navigation and note whether solar site and dispatch areas are present. If solar screens are absent, the account is not a Solar CRM account.
What to verify: The areas you are expected to work in are visible.
Step 2: Complete a solar site survey on site
What to do: Open the survey for the site you are visiting, record your findings, and attach the site media the survey requires. **Save** the survey so the office can review it.
What to verify: The survey is stored against the correct solar site and its status reflects the work you completed.
Step 3: Act on a site approval
What to do: Open the site and, if your role allows it, record the approval decision. Site approval status is tracked as draft, approved or rejected.
What to verify: The site's approval status has changed and the decision is recorded in the site's history.
Step 4: Work an assigned dispatch
What to do: Open the dispatch assigned to you, record the line quantities, carrier and tracking number, and move the dispatch forward through its stages as the delivery progresses.
What to verify: The dispatch status reflects reality - confirmed when prepared, shipped when handed over.
Step 5: Complete the delivery with proof
What to do: At the delivery point, capture the proof image and the recipient's signature, then mark the dispatch delivered.
What to verify: The dispatch shows as delivered with the proof image and signature attached.
Step 6: Submit a travel reimbursement claim
What to do: Open the travel reimbursement area in the app's HR self-service section and submit your claim for the trip.
What to verify: The claim is submitted and awaiting review.
Expected Result
Field work captured on the phone - the survey, the approval decision, the dispatch progress with proof of delivery, and the travel claim - is stored against the same records the office team works with in the web application.
Important Notes
- Menu names and their position can differ between product editions and can be customised for your account, so your sidebar may not match these paths exactly. Use Search or your Quick Access items if you cannot find a screen.
- Solar screens are driven by the account's product type. They cannot be switched on from the device.
- In Construction CRM accounts the equivalent screens are labelled with construction terminology - for example Construction Assessment rather than Solar Assessment.
- Confirming or shipping a dispatch deducts warehouse inventory when the Purchase add-on module is enabled; cancelling restores it. Move a dispatch forward only when it is genuinely at that stage.
- A dispatch can only be worked by the user assigned as its dispatch manager, or by a user with the relevant dispatch permission.
Common Scenarios
Example: a solar surveyor's day. The surveyor clocks in from the app, opens the assigned site survey, records findings and site media, and saves it. The design team picks up the survey the same day to record the assessment and build the estimate and BOQ.
Example: a delivery driver. The driver opens the dispatch assigned to them, marks it shipped on leaving the warehouse, and at the customer captures a proof image and signature to mark it delivered - closing the order without a phone call to the office.
Troubleshooting
| Issue | Possible Cause | Resolution |
|---|---|---|
| Solar screens are not in the app | The account's product type is not Solar CRM | Solar screens render only for Solar CRM accounts. Confirm the edition with your Administrator. |
| No dispatches are listed | No dispatch is assigned to you, or you do not hold the dispatch manager permission | Ask your Administrator to assign the dispatch or grant the permission. |
| A dispatch cannot be marked delivered | The proof image or signature has not been captured | Capture the delivery proof and signature, then complete the delivery. |
| A survey cannot be saved against a site | The solar site does not exist yet, or solar master data is incomplete | Ask your Administrator to create the site and complete the solar master data. |
| A travel reimbursement claim is not visible to your manager | The claim has not been submitted, or the approver's permission scope does not include your records | Submit the claim and ask your Administrator to check the approver's permission scope. |
Frequently Asked Questions
Why does my colleague in another company see solar screens and I do not?
Because their account's product type is Solar CRM. The app renders Solar screens or standard CRM navigation from the product type returned by the backend.
Can I work dispatches from the app without opening each order?
Yes. Dispatches are available as their own list, including the dispatches assigned to you.
Does a mobile survey differ from a survey recorded on the web?
No. Both write to the same solar survey record.
Is travel reimbursement the same as an expense claim?
Travel reimbursement is a distinct HR self-service screen in the mobile app. General expenses are handled in the expenses screens.