mTick is a tick sheet app that enables surveyors to carry out paperless site valuations accurately without having to return to the office.

Updated valuation data is automatically transferred to the surveyor’s back end system via a direct mobile link, making it an extremely time-efficient tool. It also eliminates the possibility of errors that rekeying of information can bring and allows the QS to focus on his key tasks as opposed to administration.

Available for both Android and iOS based mobile devices, mTick allows the user to view the value of a plot or site against current pay stages, in near real time. This is because the data stored on mobile devices can be sent back to Coins ERP+ or other system as soon as a mobile connection is established, so that accurate forecasts against budget can be provided and confident decisions made about pay stages.

mTick is full of functionality, providing surveyors with all the site information they need from maps and directions to plot details such as materials (including photographs and notes), cost period and payments. Data can be entered or edited to prove the value of the site at any one point in time and there is even an area where surveyors can manage their own workload by creating a 'to do' list.

Implementing mTick can help improve the efficiency of the valuations process, saving money whilst minimising errors and improving subcontractor payment assessments.

Locate and open the mTick application from the device application menu.

The login page will be displayed prompting the user to enter the Username & Password.

From the setting menu (cog icon) the user will be able to configure the application settings (‘Master Host’ and ‘Domain’).

Master Host’ is an editable field and will need to be set before the user can begin to use the app.

‘Domain’ is also an editable field and will need to be set and pointing to the correct domain.

‘Reset all Data’ allows you to remove all cached data including any pending data submissions, this comes with a warning message before any data is compromised.

‘Version’ is read only and will always display the current version of the application.

‘Frequency’ is how often data is refreshed from the online COINS servers to your device. This can be done in the background, so you don’t need to be on the app for the data to refresh.

Above are a few errors you may encounter when trying to log into the app. If you receive any of these errors, then your setup or login details are incorrect. Please double check for any mistakes.

Once authenticated, the user can select a KCO from a list if they are not defaulted to one already.

If only one KCO is allowed against the User, this step will be bypassed and the defaulted Kco will be selected.

The User will then be prompted to select the ‘Cost Period’ before proceeding to the Developments screen.

The 2 most recent ‘Cost Periods’ will be displayed.

On the Developments screen, the user will be able to see all the developments which they have access to.

The detail card of each development includes the name of site, contract number, address and users’ distance to the site (If applicable). The colour on the left of the box displays blue if data has been loaded and grey if it has not.

Click the ‘Star’ icon to choose ‘Favourites’. The application will prioritise data loading for that site.

Users can filter by favourites and sort by the name, number and distance by clicking on the ‘search’ icon.

By clicking the ‘Location’ icon,

users can navigate or get directions from the current location to the development location. This will open the map application on your device.

From the development screen, once you selected a development and click into it you will be taken to the Plot Screen. This looks very similar to the development screen and has similar functions.

We’re first looking at the ‘Plot’ section. You will see which section you’re in by looking at the bottom of the page.

Within this screen you will see what development you’re in by looking at the top bar under the ‘mTick’ title.

Each plot is represented by a box with the plot number displayed in the top centre. Within each plot box the house ‘Type’, ‘Sequence’, ‘Group’ and ‘Status’ is displayed.

To the left of each box a coloured line is displayed, this indicates if the data has been loaded for that plot. With Blue being complete and grey incomplete. To load data simply click into the plot.

Tap on ‘Star’

to choose favourite plots. The application will cache data for that plot.

The ‘Back’

button will take you back to the development screen and the ‘Refresh’

button will refresh the data from the newest version of Coins ERP+.

The ‘Search’

Button allows you to filter and search for specific plots or sort them by their characteristics. There is a "Show Completed" button allows the user to see the ‘legally completed’ plots. You can also filter by favourites which will bring up any you have selected the ‘Star’ icon against

By pressing the ‘Reset’

button all filters/searches applied will be removed.

From the plot screen you will need to select the Material Tab from the options on the bottom of the screen.

Here the materials are shown in a list and their quantities are editable.

Materials will display the following details:

Click the ‘Add’

button to add a quantity against the material.

Once the user taps to add a quantity, an input dialog will appear.

Once the input has been confirmed, the user can continue to enter more materials and view the ‘Total Value’ of materials on site.

After materials have been entered, they must be submitted by tapping ‘Submit’ button

before leaving this screen.

If the user tries to exit this screen without submitting data, then the following error message will be prompted.

This is a check to prevent user from losing the information captured on application.

This screen also includes a ‘Return’, ‘Refresh’ and ‘Search’ button in the top bar.

Once the relevant Development and Plot has been selected it will take you to the ‘Tick Groups’ screen, from here the user will be able to perform valuations on Tick Groups and/or payment stages.

You will see 2 types of boxes colour codes by the coloured strip along the left-hand side of the box. In this section we’re discussing ‘Tick Groups’ which is identifiable by the Blue strip along the side.

The Tick Group details include the group number, description, budget and amount not valued.

The ‘Full Value’ button allows the user to assign the full budgeted value against the group.

Users can change the ‘Value’ in price or update the ‘Progress’ in percentage by clicking on the box next to the text.

Value and Progress are co-dependent, when one is changed, the other is automatically updated based on the budget. An Error message will appear if the value entered exceeds the amount budgeted for.

Users can add ‘comments’ to each Tick Group item which also get updated onto Coins ERP+.

When the ‘Value’ and ‘Progress’ amounts have been changed, the app can enforce the user to take photos. User can select the ‘photo icon’

(This will display blue if no photos have been taken and Green if there is existing photos) this will take you to a ‘Photo Review Screen’ .

From here you can review existing photos or click the ‘Camera’ icon

to take more. You also have the ability to add comments/notes to each photograph taken. Use the ‘Bin’ icon

to delete any unwanted images, you will be given a warning before any changes are made.

Photo mandatory, max and minimum amount are Coins ERP+ configurable. Including the maximum number of photos per Tick Group or Payment Stage.

After photos have been saved and the user taps back to the plots screen, the user can review the captured photos and notes.

Once the user submits data the photos will no longer be visible to review.

The ‘Undo Changes’ button will remove any data in the ‘Value’ and ‘Percentage’ boxes, but any images added will remain.

Once all changes have been made be sure to select the ‘Submit’ button to save these changes.

From the ‘Tick Group’ Screen you have the ability to access ‘Mobile Forms’

To do this simply click the slider at the bottom of the screen to the ‘Form’ Tab.

From here you have the ability to fill in Mobile Forms. To start click the ‘Add’ Button and select the form you wish to complete.

This will display any forms created within the Coins ERP+ environment that links to VAP. You can also search for a specific form by using the ‘Search Bar’.

Once added the form will open and prompt you to complete it. You must complete all Mandatory fields in order to save the form. An error message will display if the mandatory fields are incomplete and will highlight the required fields in Red.

Once complete the form will be saved with a blue label on the left had side to indicate that it is complete. You’re still able to amend this if needed.

You can cancel the form and add details at a later time. This will be displayed with a Green ‘DRAFT’ label on the left-hand side to indicate that it is incomplete.

Within this page you have the option to search by calendar view.

Click the ‘Calendar’ Icon

to bring up this functionality. From here you have the ability to select a certain date this will show you the forms completed on that selected date.

Within a Plot, the user will be able to perform valuations on Tick Groups and/or Payment Stages. You will see 2 types of boxes colour codes by the coloured strip along the left-hand side of the box. In this section we’re discussing ‘Payment Stages’ which is identifiable by the Orange strip along the side.

The Payment Stage information is same as Tick Groups and includes group number, description, budget and the not valued amount. Users can see the ‘Value’ and ‘Progress’ details but cannot modify them in Tick Group screen.

By Clicking on the box, it will take you to a second ‘Payment Stages’ screen where you can add the ‘Value’ and ‘Progress’ by selecting the relevant text boxes.

You also have the ability to add photos by selecting the ‘Photo’ Icon and adding (By clicking on the camera icon

) where necessary.

A main Feature of this app is the Burger Menu or Side Menu

.

This is avaliable to access from the development screen.

The ‘Burger Menu’ will allow you to open up a side bar with a few options to choose from.

Firstly the Sidebar tells you the user you’re logged in as, it also shows you the period you selected upon startup of the app. This sidebar would normally be the navigation point of the app, in this particular app youre only looking at developemnts hence why ‘developements’ is the only available option.

Down the bottom of this menu you have:

All screens have a Refresh option.

The refresh will force the application to get data from the most updated version of Coins ERP+ as long as there is connectivity.

Most Screens have a Back

Button to take you to the previous screen – Within this app the Development Screen does not have this but has the ‘Burger Menu/Side Menu’ instead.

The information screen is accessible from the ‘Burger Menu’ or ’Side Menu’ From here you will need to select the ‘Info’ option and you will be directed to the information screen. From this screen you can view all the different information on your current session.

General:

The general Tab includes the data you set-up from the login screen such as Master Host and Domain. This also tells you the App Version, Coins ERP+ Version and Time frequency which you configured during set-up.

Queue Status:

This displays data on submission status’. Pending Submissions will indicate any information you have inputted on the app that is yet to be uploaded to Coins ERP+. whilst Queue Status will let you know whether your device is Online/Offline. The device will need to be online in order to submit any data to COINS.

Configuration:

The Configuration heading displays all the parameters set against the app. This cannot be altered from this screen and will require the user to log in to the desktop version in order to change. This is just to help diagnostics when errors occur on the app.

Technical Info:

This shows any Pending Logs and Failed Attempts

In order to view the Valuation at payment tick group level, the parameter ‘VALTG’ will need to be enabled. You can find this in the VAP Module under Setup > Parameters.

To add a new development, select VAP>Development maintenance>Development maintenance and click Add.

This is also similar in Plots and Tick Groups, the user must understand how they are organised inside each other.

To see material updates that return to Coins ERP+, select VAP>Valuations>Materials on Site>Materials on Site" and input the development and cost period. This will then display the updates from the application.

To view the photos submitted from app for Tick Groups or Payment Stages. Go to VAP>Valuations>Valuation Matrix (Tick Group),

Input the Development, Period and click Next this will take you to the valuation Matrix.

From here tap on ‘Options’ and ‘Valuation Photos’.

This will then display any photos taken against that development.

Click on the Description Hyperlink to view the image, this will open in a new screen.