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Overview

User guide for EG Go

This guide describes the functions in the appsEG Go and EG Log.

If this is your first time logging into EG Go, the guide below explains how to activate your user and how to log in. We recommend using Google Chrome when using EG Go.
➡️ Activate your user and log in for the first time

Home Screen

The home screen is the first thing you see when you open EG Go. What is displayed here may vary depending on:

  • which functions you have access to
  • how the system is set up in your company
  • whether calendar scheduling is used

Below, the different parts of the home screen are explained.

Search Task:
At the top of the home screen, you will find the “Search Task” field. Here you can search for tasks you need to work on. You can search, for example, by:

  • task name
  • customer name
  • the address where the task is performed

As you type, suggestions are displayed automatically. Click the task you want to work on to open it.

Active Time Tracking:
If your company uses time tracking and you have already started a time registration, the active task will be displayed at the top of the home screen. From here you can directly:

  • start a new time registration
  • add materials to the task
  • change the task status

At the top right of the green header bar, you see a round dot. By clicking this, you can:

  • pause or stop your current time registration
  • record internal time, e.g., vacation or absence

The options you see here depend on how your administrator has set up the system.

Calendar Scheduling:
If your company uses calendar scheduling, the next task scheduled for you today will appear on the home screen. From this view, you can:

  • modify the calendar appointment
  • record time on the task
  • add materials
  • change the task status

Go to Tasks:
The “Go to Tasks” button gives you an overview of:

  • your own planned tasks
  • shared tasks your team can work on

Here you can easily find tasks you need to work on later.

Create New Order:
The “Create New Order” button is only visible if your administrator has granted you access. This feature is typically used if you need to create new tasks or orders directly from EG Go.

Notice Board:
The home screen may also display a notice board. General messages for all users of the app are shown here, such as important information from the office.

Home screen displayed when logging into EG Go in Xena

Menu

The menu opens by clicking the menu icon at the top left of the screen (the three-line icon). The menu gives you access to all functions in EG Go.

  • Home: Go to the home screen
  • Search: Search for tasks
  • Tasks: View your planned and shared tasks in the calendar
  • Create Order: Only visible if you have rights to create orders
  • My Hours: View and edit your time registrations
  • Company Documents: General documents always accessible
  • Recent: Quick access to recent tasks you worked on
  • Guides: Overview of guides for EG Go and EG Log

Main menu view in EG Go app

Searching for Tasks

Before you can record time or materials, you need to find the task you are working on. You can find tasks in several ways:

  • via Recent in the menu
  • via Search in the menu
  • by searching directly from the home screen

When you select Search in the menu, a list of the 20 most recently created tasks will appear automatically. You can search by typing:

  • task name
  • address
  • customer name

Results update as you type. Click the correct task to open it. If you mistakenly open the wrong task, click the back arrow at the top left to return to the search results.

Search for tasks in EG Go app in Xena

Task Details

When you select a task, its details open. Here you can find all the information you need while working on the task. You can see, for example:

  • customer name and address
  • which order the task belongs to
  • task status
  • notes from the office

Invoice Note
You can enter a note under “Invoice Note” for the task. This note is typically used for information to be included on the invoice for the customer, e.g., a brief description of the work performed.

If you want to remove a note, you can delete it by clicking the trash icon next to it.

Show All Fields
Click the “Show All Fields” button to display additional information, including:

  • Internal notes
  • Appointment description

Important messages from the office may be displayed here before you start the task.

Task view in EG Go app

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