Getting Started with BOA

Welcome to BOA (Business Operations Agent) — your all-in-one business management platform.

What is BOA?

BOA is a comprehensive business operations application that helps you manage customers, service orders, invoicing, inventory, time tracking, and more — all from one place.

BOA Field (Mobile App)

BOA Field is the mobile companion app that lets your team work in the field with full access to:

• Service Orders — View, update, and complete work orders on-site
• Time Tracking — Clock in/out, add notes, and track breaks
• Customer Accounts — Look up customer details and history
• Photos & Documents — Capture and attach photos to service orders

First Steps

1. Get your server URL — Your administrator will provide the BOA server address
2. Open BOA Field — Launch the app and enter your server URL on the login screen
3. Log in — Use the credentials provided by your administrator
4. Explore the dashboard — Your assigned tasks and recent activity appear on the home screen

Navigation

BOA Field uses a bottom tab bar for quick access to:

• Dashboard — Overview of your day, active tasks, and alerts
• Service Orders — Browse and manage all assigned work orders
• Accounts — Search and view customer accounts
• Time Clock — Clock in/out and view your time entries
• Settings — App preferences, sync, and support options

Need More Help?

Browse the other help topics or contact our support team for assistance.