Get the most out of BizTek

User Manual

A practical walk-through of BizTek, from first sign-in to sending your first AI service report and invoice. Skim the section you need, or read it end to end.

1. Getting started

Download BizTek from the App Store or Google Play (coming soon), then create your account.

STEP 1

Create your account

Open BizTek and choose how to sign up:

  • Email & password — enter your email, set a password, and confirm your email if prompted (check spam if you don't see it).
  • Continue with Google or Continue with Apple — one tap, no password to remember.
STEP 2

Grant the permissions you need

BizTek asks for permissions only when a feature needs them — Camera for photos and barcodes, Location for stamped photos and maps, Notifications for job alerts. You can change these any time in your device settings.

Your first sign-in needs an internet connection. After that, BizTek works offline and syncs when you reconnect.

2. Set up your business

Your business profile brands every report, quote, and invoice you send.

STEP 1

Create or join a business

On first launch you'll set up your business — give it a name and contact details. If a teammate has already created one, ask them for an invite instead (see section 3).

STEP 2

Complete your business profile

Open Settings → Business to add your logo, address, and contact information. This is what appears on the documents your customers receive, so make it look sharp.

3. Invite your team

BizTek is built for crews. Bring your technicians into the same business so everyone works from the same jobs and customers.

HOW TO

Send an invite

  • Go to Settings → Business → Invites (invite management).
  • Create an invite and share it with your technician.
  • When they accept, they join your business and their work syncs with the whole team.

4. Add customers

Keep a tidy book of customers and sites so each visit starts with full context.

HOW TO

Create a customer

  • Open the Customers tab and tap the + button.
  • Enter the customer's name, contact details, and address. The address powers map placement and routing.
  • Save — you can now attach this customer to any job, and you'll see their full service history on their profile.

5. Create & run jobs

Jobs are the heart of BizTek. Each one carries its customer, site, schedule, photos, parts, and notes.

STEP 1

Create a job

  • From the Jobs tab, tap + to create a job.
  • Pick the customer, set the schedule, and describe the work.
  • Assign it to yourself or a technician — it appears on their day immediately.
STEP 2

Work the job

  • Open the job to update its status as you go (scheduled → en route → done).
  • Add notes, attach photos, and record the parts you used.
  • Everything you do here is saved on your device instantly, even offline.

6. GPS-stamped photos

Document your work with photos stamped with location, address, and time — proof that holds up.

HOW TO

Capture stamped photos with VerifEye

  • From a job, choose to capture a photo and pick the stage — before, during, after, or reference.
  • BizTek opens the companion VerifEye camera. If it isn't installed yet, BizTek will prompt you to get it.
  • Take the shot. VerifEye stamps it with GPS coordinates, the reverse-geocoded address, and the timestamp, then returns it to BizTek.
  • The photo is attached to the job and queued to upload to your secure cloud storage.

Grant Camera and Location permissions to VerifEye so it can stamp photos accurately. You can also attach ordinary photos from your library when a stamp isn't needed.

7. Inventory & barcodes

Track your parts and make sure what you used ends up on the invoice.

HOW TO

Manage stock

  • Open the Inventory tab to add items with quantities and details.
  • Use the barcode scanner to find or add an item fast.
  • From a job, assign the parts you used — they're deducted from stock and ready for billing.

8. AI service reports

Turn a finished job into a polished, branded report in seconds.

HOW TO

Generate & review a report

  • From a completed job, choose to generate an AI service report.
  • BizTek drafts a clean write-up from your notes, photos, and the work recorded on the job.
  • Review and edit the draft — you're always in control of what goes out.
  • Export it as a branded PDF and send it to your customer on the spot.

AI drafts are a starting point. Always check them for accuracy before sending — especially names, figures, and technical details.

9. Quotes, invoices & payments

Close the loop from work done to money in.

HOW TO

Bill a customer

  • Create a quote with line items — including parts pulled from inventory.
  • Convert an accepted quote into an invoice with one step.
  • Record payments against the invoice to track what's settled.
  • Share any billing document as a branded PDF.

10. Sync & offline

BizTek is offline-first — you never have to think about connectivity while you work.

GOOD TO KNOW

How syncing behaves

  • Every change is saved to your device first, so the app is fully usable with no signal.
  • When you're back online, your changes upload automatically in the background.
  • Open the Sync status screen to see what's synced and what's still queued.
  • An outbox queue guarantees each change reaches the cloud exactly once — nothing is lost.

11. Settings & account

HOW TO

Manage your account

  • Profile — update your display name and avatar in Settings.
  • Appearance — switch between light and dark themes.
  • Language — BizTek supports English and Filipino.
  • Sign out — from Settings; your local data clears on sign-out and re-syncs when you sign back in.
  • Delete account — from Settings → Account, or by emailing support@wartle.app. See the Support page.

Need a hand with anything in this manual? Email support@wartle.app or browse the FAQ.

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