Scopevisio2Go

Owned by Peter Schöll
Okt. 14, 2024
8 min read

All in One with SCOPEVISIO2GO!

SCOPEVISIO2GO combines all 8 mobile 2GO applications so that you only need a single app to keep track of your company while on the move.

All functions from the areas of sales, projects and finance are available to you, as you are used to from the individual 2GO applications. You can also view and edit your contacts, tasks, calendar or documents stored in Teamwork, as well as record and manage trips.

Log in

To use the web app, log in to https://www.scopevisio.com/ or access the link via your Scopevisio portal. You will need the same login details as for the Scopevisio application on your computer.

Alternatively, you can also download SCOPEVISIO2GO as an app directly from the App Store or Google Play Store onto your mobile device.

We recommend working with the native apps on smartphones or tablets, as these make ideal use of the comparatively small screen surface.

Basic functions of SCOPEVISIO2GO

By default, SCOPEVISIO2GO opens on the Contacts menu item.

  1. The selected menu item (module) is highlighted in yellow.

  2. You can expand and collapse the menu bar on the left by clicking on the three white bars.

  3. You can find direct links to our online help and support via the three dots at the top right.
    Here you can also change the company and log out.

  4. You can add a new entry within the selected menu item using the New button.

  5. You can enter a search term for a specific menu item in the search field.

  6. Depending on the menu item, you can filter according to various criteria.

Arrow icons help you to navigate and scroll. In many views you will also find symbols for editing (pencil) and saving (diskette) or canceling (X).

 

Menu items

The list of menu items in SCOPEVISIO2GO shows you all the modules you have purchased, which are divided into groups that can be expanded or collapsed.

Depending on your licenses, the following menu items are displayed: Documents, Contacts, Activities, Sales, Projects, Finances, Scopen, Settings and Modules . The individual menu items and their functions are described below.

Documents

In the Documents menu item, you can access Scopevisio's document management system Teamwork:

  1. You can upload new documents directly from your mobile device to Teamwork.

  2. Here you can enter a search term for a full-text search.

  3. To limit the full-text search, you can filter on the collections available to you. The filter setting will be displayed.

  4. You can access your Teamwork web client via the Teamwork Weblogin link.

  5. Click on the document preview to display the document.

  6. Clicking on an empty space below the reference file opens a new form with general information, further details, comments, versions and the document preview.

Contacts

The Contacts module provides access to your Scopevisio contact management with all associated information. You can restrict the view in the filter field.

If you click on a displayed contact, the link takes you directly to the associated file. There you can see data, tasks and communications (documents, e-mails, comments, etc.) that are saved for the contact, as well as the contact owner. You can export the contact as a vCard or open Google Maps via Route to generate directions.

 

Of course, you can also create new contacts under this menu item (see numbering in the image):

  1. create new contacts

  2. change and complete existing contacts

  3. write an e-mail to the contact

  4. call the contact

  5. create a task for the contact owner with reference to the contact. For this, we recommend using the landscape view on a tablet without an expanded menu.

Activities

In the Activities menu item, you can create and manage tasks, view and add comments, access your calendar and journal and create and manage trips.

The Tasks menu sub-item gives you access to a task list in which you can search for tasks, create new tasks, view and edit details and record times on tasks.

In the Comments menu sub-item, you can see a clear overview of all the comments you have already entered.

The Calendar menu item shows you your calendar stored in Scopevisio, in which your trips, projects, time entries and tasks are color-coded (trips = red, time entries = yellow, tasks = blue). Click on the highlighted area to open the corresponding entry and all relevant information is clearly displayed. Here you can also search for specific trips, projects, time entries or tasks.

You can also easily create a trip from your calendar by opening the calendar entry and clicking on the suitcase icon at the top left. Your data is transferred directly to the travel expense entry form.

The journal documents all events that have occurred in Scopevisio, such as comments/ e-mails/ tasks/ time entries/ deadlines and status changes to contacts/ projects/ receipts/ agents.

The video shows you how to create a trip from the calendar/ a time entry:

Sales

In the Sales menu item, you can also access all your customer data while on the move: view potentials and offers, update them or create new ones.

In the Potentials menu sub-item, you can create new potentials, view the total amount of an individual potential, contact the potential processor or create a task for them.

Double-click on an existing potential to open its details such as description, specifications, items, total price, weighted values and forecast values.

You can also edit the potential data further or convert it directly into a quotation.

Under the Quotations menu item, you also have the option of creating new quotations, entering a search term for a specific menu item, filtering according to various criteria, displaying the quotation data, contacting the quotation processor or creating a task for them.

Projects

With the Projects module, you can access your projects, orders and time entries as well as the overview of time entries and outgoing invoices from anywhere.

In the Projects menu item, you can create new projects and manage existing projects. Double-click on a project to open the project details, where you have access to orders, tasks, time entries, the journal, documents, emails and comments associated with the project.

The Orders menu sub-item displays your orders; double-click on an order for further details and associated documents.

In the Time entries menu sub-item, you can search for time entries that have already been entered, use the filter function to filter the time entries according to certain criteria, create a new time entry and release an entry for billing.

You can also create a trip from a time entry here.

You can display overviews of time entries according to times, contacts, projects, orders, services and tasks.

All outgoing invoices entered are displayed in the Outgoing invoices menu item. You can also enter new invoices, send an e-mail to the invoice recipient and display the invoice PDF.

Finances

The following functions are available in the Finance module: OP debtors, reminders, debtors due dates, OP creditors, invoice receipts, creditors due dates, cash registers, management and report folder.

You can access all open items of your debtors and creditors on the move under the menu sub-items Accounts receivable and Accounts payable.

Your reminders are displayed in the Reminders area. You have the option of searching for a specific customer and only displaying their dunned items, as well as accessing the underlying invoice via the invoice number.

The due date overview in the menu sub-items Accounts receivable due dates and Accounts payable due dates allows you to keep an eye on your outstanding debts and payment obligations and plan your liquidity while on the move.

You will find your virtual invoice receipt book with all the processing options for checking and approving invoices under the Invoice receipts menu sub-item.

In the Cash registers menu sub-item, the overview of your cash registers opens with all open cash sheets in a clear list. Here you can enter cash movements, carry out a cash balance and close the cash register.

The Management menu sub-item gives you access to graphical evaluations of various management reports.

Your report folders that you have created in the Scopevisio client application are available to you under the Report folder menu sub-item.

Scopen

The Scopen menu item takes you to the Scopen form for a Scopevisio-wide full-text search.

Search your entire company in Scopevisio, as you know it from the Scopevisio client application, according to the selected filter criteria. These help you to restrict the search to contacts, incoming invoices, tasks or documents. If you scan all content for a search term, you will see all elements that contain the term or character combination you entered.

Settings

You can customize SCOPEVISIO2GO under Settings :

  1. In the Personal Scopevisio e-mail address area, you can set your e-mail agent. If you tick the checkbox, emails that you send from SCOPEVISIO2GO are automatically saved directly to the contact when they are sent in Scopevisio.

  2. Here you select the menu item that SCOPEVISIO2GO displays as the start page.

  3. Specify how tasks and projects are to be displayed in the calendar.

  4. You determine the start time of time entries here.

Modules

You can manage the modules available to you under the Modules menu item.

Use the checkbox to select which modules are displayed in the app. The modules available to you are those that you have purchased in the store and have the required rights for.

The respective function and the corresponding menu item (module) are displayed in brackets. This allows you to quickly see which functions belong to which modules.