NGT Field Tools

Your home base out in the field. This is the one you already know. Open it first thing and work top to bottom.

Run a stop

1. Open your page. You'll see today's stops in order, with drive times, badges (Delivery, Remote, Pickup) and a progress bar.
2. Tap a stop to expand it: phone numbers (tap to call), address, calendar notes, flags, and any Watchman alerts.
3. Tap Open in Maps to navigate there.
4. On arrival tap Start Session (or Start Timer on pickups/remote). This starts your on-site timer.
5. When you're done, mark the stop complete and confirm. It logs your time, updates the calendar, and advances to the next stop.

Payments

The bar at the top tracks money collected for the day. Tap the payment zone on a stop to mark what you collected so the office sees it in real time.

Your device reference library for every client: all their machines, specs, and passwords in one place. Use it on every appointment.

Find a client & their devices

1. Type the client's name in the search box and tap them. You'll see their NGT+ status, last visit, and every device grouped by type (Macs, PCs, phones, internet, etc.).
2. Have a device but don't know the owner? Paste the serial number in the same search box and it finds the client for you.

Look up a password

1. Tap the device card to open it.
2. Usernames/emails show a Copy button. Passwords are hidden until you tap Reveal, then Copy.

• Every reveal is logged (who, when, which client). That's normal and expected.

Log a NEW device

1. Open the client's page and tap ＋ Add device at the bottom.
2. Pick the type (Mac, PC, phone, tablet, internet, printer…).
3. Tap the camera icon by the top field to scan the About/System screen in one shot. It reads the model, OS, storage, and serial automatically. (There's also a camera by the Serial field, and by TeamViewer ID on Macs/PCs.)
4. Fill in anything missing (notes, credentials, RAM/storage) and tap Add device.

• Editing instead? Tap Edit on the card, change fields, then Save changes.
• Adding a spouse/partner? Tap ＋ Spouse to create their linked page.
• Internet device? Tap Wi-Fi QR so the client can scan to join their own network.

Use this any time you buy something for a client or for NGT, and when product comes in.

Place an order

1. On the New Order tab, pick the product type (Mac, iPhone, iPad, printer, accessory, software…).
2. Set the details: who's fulfilling (We pick it up or It ships to us), the receive location, and who paid (Client or NGT).
3. Snap the receipt photo if you have it.
4. Tap Add to order. Add more items the same way if needed.
5. Tap Place order.

Receive / pick up product

1. Go to the Receive tab. Orders are grouped by location (Apple MOA, Best Buy, HQ…).
2. When the item is in hand, tap Received on it. Use Serial or Receipt to scan/attach as needed.
3. Once it's back at the shop, tap At HQ and pick the bay/shelf (or "no bay").
4. When it's handed to the tech, tap Mark Deployed.

• Warranty docs live on the Docs tab — fill the serial/dates and tap Generate → Drive.

Sign up new members and run member checkups. Remember NGT+ members get 15% off services.

Add a new member

1. On the Members tab tap ＋ New Member.
2. Type the primary member's name (it auto-completes from our client list). Add their email, and a secondary member/email if it's a couple.
3. Set Type (usually Yearly) and Payment (the standard yearly is $249).
4. Set Sold by to yourself (Chris or Casey). Dates default to today and one year out — leave them unless told otherwise.
5. Tap Create member.

• That one tap does it all: creates the membership, adds them in Mailchimp, marks them a Member in the client base, and posts to the team Status chat. You'll get a confirmation with links.

Run a checkup

1. Open the member's card. In the Checkup section, check the Mac/PC you're working on, pick the Type, and tap Create checkup records. (No devices listed? Tap ＋ Add a checkup anyway.)
2. Work the checklist — tap each item to mark it ✓ done. Add session notes in the box (auto-saves).
3. Tap ✓ Complete Checkup when finished.

Remote in (TeamViewer)

• In the member's Devices section each device shows its TeamViewer ID and an online/offline dot.
• Tap Connect to launch the session, or Copy PW / ID to grab credentials. Stored logins have their own Copy buttons.

Your in-shop workbench for bench jobs and projects. Tracks the work step by step and what to bill.

Work a bench job with a checklist

1. Find the project card on The Bench and tap to open it.
2. Tap ＋ New checklist and pick a template (Mac Tuneup, iPhone Setup, etc.).
3. Tap the checklist to launch the runner. Tap each step to mark it done, or "skip" if it doesn't apply. Add notes as you go.
4. Tap Complete checklist, then choose Complete & set 'Need To Schedule Delivery' when it's ready to go back to the client.

• Need a password? Expand the Credentials section and tap to reveal.
• Change a project's stage with the colored status pill at the top of the panel.
• Billing parts? Use the Cart section: ＋ Add item, set quantities, then Build Cart.

Where invoices get sent. Most billing is queued up for you — you're usually just reviewing and sending.

Send an invoice

1. Open the Invoices tab. Drafts waiting to go out show under "To Do."
2. Find the client's draft, check the amount looks right, and tap Send invoice. (If it shows Create draft first, tap that, then send.)
3. Confirm on the popup ("Send this invoice to [client] for [amount]?"). The client gets emailed and the invoice moves to "Sent."

• Need to start one from scratch? Tap ＋ New invoice.
• Several ready at once? Use Send all ready at the bottom.

Check who hasn't paid

The Outstanding tab lists unpaid invoices, color-coded by how overdue (blue → orange → red). Useful if a client asks about a balance while you're with them.