Getting Started with Texada Mobile

Introduction

Texada Mobile is the mobile companion application for Equipment Rental Management. Designed for use by mechanics, drivers, and warehouse operators, it offers a plethora of features for managing pickups, deliveries, work orders, and equipment inspections.

Powerful, convenient, and always available – even in areas with no internet connectivity – Texada Mobile gives your field operatives the tools they need to work effectively and stay connected, whether in the shop or on the road.

New to Texada Mobile? This guide will tell you everything you need to know to get started! Keep reading to learn about how Texada Mobile can work for your team.

Frequently Asked Questions

What is Texada Mobile?

Texada Mobile is the mobile companion application for Equipment Rental Management. Designed to be used alongside Texada SRM and Texada Web, it offers tools for performing pickups and deliveries, completing work orders, filling out asset inspections, and collecting customer signatures.

Who is Texada Mobile for?

Texada Mobile is primarily intended for delivery drivers, mechanics, warehouse workers, and other field staff who may not always have computer or internet access.

Do I have to pay to use Texada Mobile?

Nope! Texada Mobile is free for all Equipment Rental Management customers. Anyone who can log in to other Rental Management tools, such as Texada SRM and Texada Web, can be given access to Texada Mobile at no additional cost.

How do I get Texada Mobile?

Texada Mobile is available for iOS and Android. Tap the buttons below to download it via the App Store or Google Play store, respectively.

Once you’ve downloaded and installed the application, you can log in using your Texada credentials. Check out the articles below for more instructions.

Texada Mobile Features

Want to know more about what Texada Mobile can do? The following section provides an overview of the application’s key features, including plenty of resources you can use to further your learning!

Work Orders

A Work Order is a document indicating that an asset is in need of servicing, either for repairs or routine maintenance. After being initiated in Texada SRM or Texada Web, Work Orders are assigned to Mechanics for completion.

Texada Mobile offers Mechanics powerful tools for tracking and completing Work Orders. Browse assigned Work Orders in list and map view, review customer, site, and Asset information, request missing Parts, track billable items, and finalize work by collecting the customer’s signature – all from your smart device!

By managing Work Orders in Texada Mobile, Mechanics can reduce paperwork, avoid delays, and keep the back office up-to-date as work progresses. To learn more about Work Orders in Texada Mobile, check out the resources below!

Tickets

When a piece of equipment needs transporting from one location to another – whether to or from the customer’s work site, or simply between warehouses – a Ticket is the way to go. Tickets are created by dispatchers in Texada SRM and Web, then assigned to Drivers for completion.

Texada Mobile offers Drivers robust tools for tracking and completing Tickets. Browse assigned Tickets in list and map mode, then select a Ticket to view its details, including its pick-up and drop-off address. Tap an address to instantly open it in Google or Apple Maps! You can also collect the customer’s signature when delivering or picking up an Asset, ensuring you have a record of their approval.

Check out the below articles to learn more!

Inspections

Digital Inspections are an important feature of Texada’s Rental Management suite, giving Drivers, Mechanics, and warehouse workers a convenient and repeatable way to report on the condition of your organization’s Assets.

Once created in Texada SRM, Inspection forms can be completed at any time using Texada Mobile. They can also be attached to a Work Order, requiring the assigned Mechanic to complete the Inspection in order to finalize the Work Order in question.

When filling out an Inspection, the user can take photos of the Asset using their device’s camera and highlight areas of damage. Once finished, they can request a signature from the customer, and email a copy of the Inspection to an address of their choosing. The results of each Inspection are immediately uploaded to Texada SRM and Web, giving counter operators a record of the work done.

Leverage digital Inspections to eliminate paperwork, reduce the potential for human error, and improve customer satisfaction! Check out the resources below to learn more.

Asset Staging

In Texada Rental Management, a Reservation is a pre-Contract document used by salespeople to estimate the cost of a potential Contract. Once a Reservation is approved by the client, it can be converted into a Contract. Asset Staging – or selecting which specific Assets will go out on the final Contract – is part of this conversion process.

Using Texada Mobile’s Staging feature, your warehouse workers can perform Asset Staging with ease. Browse the list of upcoming Reservations, inspect Assets to ensure they are ready to go out, then assign them to the Reservation to complete the process. Once all of the Assets on a Reservation have been staged, its status will be updated automatically, enabling your counter workers to take it to the next step.

Check out the article below to learn more!

Asset Staging

In-Yard Returns

An In-Yard Return is a special kind of rental return used when customers return equipment directly to the rental yard. In-yard returns are initiated by yard workers using Texada Mobile, then processed by counter workers using Texada Web.

Like all of Texada Mobile’s features, digital in-yard returns can help you eliminate paperwork, reduce human error, and allow you to collect the customer’s digital signature as a record of the return. Check out the resources below to learn more!

eSignatures

Several Texada Mobile features – including Work Orders, Inspections, Tickets, and In-Yard Returns – make use of the application’s eSignature module, allowing your staff to collect a digital record of the customer’s consent when completing a Work Order, picking up or dropping off a piece of equipment, or finalizing an Inspection.

Check out the resources below to learn more about how your team can leverage the power of eSignatures and leave paper signatures behind!

And More!

We’re not finished yet – Texada Mobile has even more functionality to discover. Some of the application’s supporting features are listed below. Click on each feature to learn more!

Offline Functionality
Texada Mobile is designed to be used on the road, which naturally includes areas with little or no internet connectivity. Changes made while offline are saved locally, then automatically pushed to Texada Web and SRM the next time connection is available.
Schedule
The schedule is a convenient tool that aggregates all of a user’s upcoming activities – including Work Orders, Pickups, and Deliveries – into a single weekly view. Viewing tasks chronologically can help Drivers and Mechanics plan their days and identify potential scheduling issues well in advance.
Access Texada Web from Texada Mobile
It’s possible to access the entirety of Texada Web directly from the Texada Mobile app, giving you the flexibility to switch between counter and field functionality with the tap of a button.
Scan Product Barcodes
Whenever you need to search for a piece of equipment in Texada Mobile – for example, when loading it onto a delivery truck, starting an inspection, or selecting it to go out on a Contract – you can use your device’s camera to scan the asset’s barcode and locate it instantly. This simple but powerful feature saves you from manually entering product numbers and ensures you’re always looking at the correct asset.
Asset Management
By searching an asset or scanning its barcode, you can access the Asset Management tool. From here, you can view the Asset’s information, Inspection history, and Work Order history. You can also submit a new Inspection or open a Work Order for that Asset!
Clock In / Clock Out
Texada Mobile’s time tracker feature turns the application into a digital punch clock, allowing you to clock in and out and the start and end of the work day. Mechanics can even track time spent on Work Order labor items!

More Learning Resources

Eager to keep learning? Here are some additional resources you can use to further your knowledge of Texada Mobile and the rest of the Rental Management suite!

Rental Management Onboarding at Texada Academy

Texada Academy is Texada’s online self-service learning platform, featuring onboarding programs for all of our major product lines – rental, sales, and service. By completing the Rental Management onboarding program, you’ll learn not only about Texada Mobile, but about how the entire rental suite works together to deliver value across every aspect of your business, from the counter to the yard.

Texada Academy offers quick, digestible learning aimed at new and existing users alike. Click the button below to get started!

Texada Knowledge Base

Texada’s knowledge base is home to over 1,000 learning resources – including product guides, videos, and release notes – that your team can leverage to further your knowledge of Texada’s products. Click the button below to view resources pertaining to Texada Mobile!

Texada Mobile Playlist on YouTube

Did you know that Texada’s YouTube channel features dozens of learning playlists on various subjects, including Texada Mobile? Click the button below for instructional videos on completing Work Orders, performing Inspections, fulfilling Pickups and Deliveries, and more!