Getting Started Guide: Mobile
Kayla Conroy avatar
Written by Kayla Conroy
Updated over a week ago

Learning new software can be scary, so let us help you! Below is everything you need to get started with the Wiser App, including helpful articles, and contact information should questions arise.

Download the Wiser App and Login

  1. If you haven't already, download the Wiser mobile application from the Apple App Store or the Google Play Store:

  2. Once you've downloaded the app, tap Open or go to your home screen and tap the Wiser icon. Make sure to accept all permission requests:

  3. Enter your username and password and tap Login. If you do not know your username (typically your email address) then contact your system administrator. If you don't know your password you can reset your password

  4. Once logged in, the app will go through its initial setup. This may take a few minutes depending on network connection.

Find Stores

With Searching, Filtering, GPS Routing, and Maps finding the right store to complete your workflow has never been easier!

  • Search - You can search stores by name, address, city, state, or zip.

  • Filter - The filter icon at the top allows you to filter by HQ Account, Channel, Activity, and more.

  • GPS Routing - Stores are automatically sorted by distance to your current location so you can always know where the closest stores are to you.

  • Maps - Tap on the Map Icon to view stores on a map. You will see pins for each location. Tap on the pin and you will see the store name and address at the bottom of the screen. Tap on the store name and address to go to the store details.

If your store is not listed you can follow our Add New Store process to create a new store on the fly.

Lastly, you can even get turn-by-turn directions by selecting the store and tapping on the address. In the dialogue box that appears tap Show Driving Directions.

Completing Forms

Tapping on a store from your store list will take you to the Store Details page including all forms associated with that store. To complete a form:

  1. Tap on the name of the form you wish to complete

  2. Complete each question by tapping into the input areas. Depending on the question, you may need to enter text, numbers, take a picture, or select from various options.

  3. Once you have completed all questions, tap the Submit button (for Reset Forms) or Update button (for Update Forms) at the bottom of the Form.

  4. If the Submit or Update button is grayed out or inactive, this is because there are required questions (indicated by a star) that still need to be completed.

  5. If you want to save where you are and jump to a different form before completing this form, tap the back arrow button at the top left of the screen. This will automatically save your work and take you back to the store details page. Tap back on the form to start back where you left off.

Other Helpful Articles

Below are links to a few other helpful articles when getting started:

Getting Help

If at any time you have questions or feedback do not hesitate to contact us and we'll help you out!

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