APP - ANDROID & iOS
App - Android & IOS
Sign up
1 - Get the app on the Play Store
Download & install the app from the Google Play Store. Either follow the link below or search for “QDOS Performance” in the Google Play Store and download it from there.
2 - Set up an account
QDOS Performance allows you to set up an account, review our Terms of Service or Privacy Policy on the links in the app.
3 - Review the features of QDOS
Quickly review some of the key features of QDOS.
4 - Create account via LinkedIn
Create account via either LinkedIn or your email address.
5 - Follow the steps on the LinkedIn pop-up.
Follow the LinkedIn login screen.
6 - Access your company
Access your company by adding the Company Code that you received in the Invitation email or ask the company admin.
7 - Add the Company Code
Request to join the company. Remember that the company admin will have to approve your access, until then your account will be set as a solo user. Once you have been approved, you will receive an email.
8 - Set your profile
Select your usual working days for us to properly display your average meetings per day. Set your meeting goals per week.
All this can be changed at any time in the Profile page.
9 - All done!
You can now start to use the QDOS Performance app!
App - Android & IOS
Start a meeting
1- Start a meeting
Start a meeting by clicking on the green button.
1.1 - Start a meeting
Choose either a In-Person or Virtual meeting.
2 - Choose or add company
Either search or add a company. Click on the plus sign in the top right corner to add a company.
2.1 - Add company
Write the name of the company and add it with the “Add Company” button.
2.2 - Add contact
Add the contact that you are meeting. Name and email is required, phone is optional.
3 - Select meeting type
Select the meeting type and start the meeting.
4 - End meeting
Meeting has now started, you can leave the app and it will run in the background. Remember to come back in and check out from the meeting.
Click on “End meeting” when you are finished with the meeting. This will trigger an email to be sent later on with the customer experience survey.
5 - Add a meeting reflection
Add a meeting reflection that is available for you and if you choose your colleagues. You can choose to also skip this.
WEB DASHBOARD
Web Dashboard
Create admin account
1 - Set up an admin account
Use an email address that is associated with your company and set a password.
2 - Verify your email address
You received a verification code in your email, use this to verify that you own the email address you used.
3 - Choose company name
Set your company name, remember that this can’t be changed.
4 - Invite users
Your company is now set up, invite users via their emails to join your company.
5 - Sign in to your new account
You can now sign in to your account!
Web Dashboard
Approve users (Admin)
1 - Users requests to join company
Users will request to join your company from their app. They will use the Company Code that is visible both for the admin or in the invitation email sent to the users. The Company Code is unique to the company, but not to the user so any user can use the same code.
2 - Approve user
Once a user has requested to join your company, you will receive an email on this and you will need to approve (or reject) the user in the Admin Dashboard.
3 - User is approved
User is now approved and the user will receive an email that they have been approved (or rejected). The admin can edit their access to the company and reject them at any time.
Web Dashboard
Create team (Admin)
1 - Set up teams
Teams can be created to fit any type of sales organisation.
2 - Create a team
A team can be set to “report” to another team, in this way sub-teams can be created. Any level of sub-team can be created.
3 - Team has been created
The team has now been created. The name & who it reports to can be edited at any time with the “Edit” button.
