How to use the app

Sign in with your EZ Google account or your registered email and password. App Store and Google Play buttons download the mobile app; they do not sign you in.

1. 1Step 1

   Open the app

   Open EZ Exteriors from your home screen. If you don't have it yet, download it from the App Store or Google Play using the buttons on the sign-in screen.

   EZ EXTERIORS

   Welcome

   Continue with EZ

   App Store·Google Play

   Sign in with Email

2. 2Step 2

   Tap "Continue with EZ"

   Choose your company Google account. On iPhone, use this same Google option or email sign-in; the App Store button downloads the app and is not an Apple sign-in option.

   EZ EXTERIORS

   Welcome

   Continue with EZ

   App Store·Google Play

   Sign in with Email

3. 3Step 3

   Or use email

   Tap "Sign in with Email", type your email and password, then tap LOG IN. Forgot it? Tap "Forgot password?".

   EZ EXTERIORS

   Welcome

   you@ezexteriors.com

   ••••••••

   LOG IN

4. 4Step 4

   You're in

   The Home screen shows big buttons for the things you use most. The bottom bar switches between sections.

   Home

   Good morning, Sam.

   Check Out Vehicle

   Purchase Requests

   Directory

   Approved Vendors

   HOME

   FLEET

   DIRECTORY

   GM

Your Home shortcuts and navigation depend on your role, department and granted pages. Not every page appears as a navigation button.

1. 1Step 1

   Start from Home

   Use the large shortcuts for your department. The bottom navigation switches between the sections available to you.

   Home

   Good morning, Sam.

   Check Out Vehicle

   Purchase Requests

   Directory

   Approved Vendors

   HOME

   FLEET

   DIRECTORY

   GM

2. 2Step 2

   Use the floating bar

   Scroll down to shrink the bottom bar into a centered Apps button; scroll up to show the full bar again. Drag the handle above the full bar upward for profile, notifications, calendar and other menu options.

   Profile

   Notifications

   Company Calendar

3. 3Step 3

   Missing a section?

   Ask an administrator to check both your Page Access and your role permissions. A checked page does not automatically grant every editing or approval action inside it.

   Page Access

   Role permissions

   Save Changes

Vehicle checkout now opens an in-app QR scanner. Scanning identifies the vehicle; you must still confirm the action.

1. 1Step 1

   Choose Check Out or Check In

   On Home, tap Check Out Vehicle or Return Vehicle, then choose Check Out or Check In. The Check Out screen shows how many vehicles, trailers and equipment items you currently have out; these totals are not limits.

   Home

   Good morning, Sam.

   Check Out Vehicle

   Purchase Requests

   Directory

   Approved Vendors

   HOME

   FLEET

   DIRECTORY

   GM

2. 2Step 2

   Scan the vehicle sticker

   Allow camera access and center the truck QR sticker in the scanner. EZ check-in and IPS check-in links containing a truck ID are recognized. Check the vehicle shown before continuing.

   Scan to Check Out

   CHECK IN / OUT

   TRUCK #07

   2018 GMC Sierra 3500

   Align QR Code on Truck to Check Out

   Manual Select

3. 3Step 3

   No camera? Choose from the list

   Search the list by name or asset tag, then select the correct registered vehicle.

   Truck 07

   AVAILABLE

   Check Out

   Truck 12

   AVAILABLE

   Check Out

   Truck 03

   IN USE

   Return

4. 4Step 4

   Confirm checkout

   Choose a registered vehicle, complete each condition check and describe any issue, then tap Confirm Check Out. You can hold more than one asset; an individual vehicle already out or unavailable cannot be checked out again. Wait for confirmation before leaving.

   Truck 07

   AVAILABLE

   Check Out

   Confirm Check Out to your account?

   Confirm Check Out

5. 5Step 5

   Confirm the return

   Open Check In, scan or select the vehicle, report any new damage or issues and add notes if there is a problem. Tap Confirm Check In and wait for confirmation; scanning alone does not return it.

   Return Truck 07

   Notes / Issues (optional)

   Confirm Return

Use the WORK ORDER FORM QR sticker on the truck to report a service issue. This is separate from the EZ FLEET SCANNER sticker used to check a vehicle out or return it.

1. 1Step 1

   Scan the WORK ORDER FORM sticker

   Use your phone camera to scan the QR sticker labeled WORK ORDER FORM on the correct truck. Open the link to the Fleet Check-In service issue form (IPS trucks open the IPS version). Do not use the EZ FLEET SCANNER sticker for this report.

   WORK ORDER FORM QR

   Issue Category · Submitted By

   Submit to Shopmonkey → Report Submitted!

2. 2Step 2

   Check the vehicle and choose an issue

   Verify the truck number and vehicle details. Choose an Issue Category, such as brakes, tires or routine maintenance.

   WORK ORDER FORM QR

   Issue Category · Submitted By

   Submit to Shopmonkey → Report Submitted!

3. 3Step 3

   Describe the issue and confirm your name

   Add symptoms or other useful details in Additional Details (optional). Submitted By defaults to the assigned driver; correct it if someone else is filing the report.

   WORK ORDER FORM QR

   Issue Category · Submitted By

   Submit to Shopmonkey → Report Submitted!

4. 4Step 4

   Send and wait for confirmation

   Tap Submit to Shopmonkey and wait for Report Submitted! An order number is shown if available. If submission fails, correct the issue and try again; do not assume it was sent.

   WORK ORDER FORM QR

   Issue Category · Submitted By

   Submit to Shopmonkey → Report Submitted!

See who is out of office, room bookings, and company events — all in one place.

1. 1Step 1

   Open the menu

   Use Company Calendar on your Home screen if shown, or drag the handle above the bottom navigation upward and choose Calendar.

   Profile

   Notifications

   Company Calendar

2. 2Step 2

   Browse the month

   Use the arrows to move between months. Colored blocks show out-of-office and bookings; tap one for details.

   EveryoneJust Me

   September 2026

   1

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   28

3. 3Step 3

   Everyone vs. Just Me

   Switch to Just Me to see only your own items, plus your Google Calendar once connected.

   Everyone

   Just Me

   September 2026

   1

   2

   3

   4

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4. 4Step 4

   Add something

   Tap a day (or the Add Event button) to add time off, book the conference room or add an event.

   EveryoneJust Me

   Add Event

   September 2026

   1

   2

   3

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   28

Find coworkers, their role and department, and how to reach them.

1. 1Step 1

   Tap "Directory"

   On the Home screen tap Directory, or tap DIRECTORY in the bottom bar.

   Home

   Good morning, Sam.

   Check Out Vehicle

   Purchase Requests

   Directory

   Approved Vendors

   HOME

   FLEET

   DIRECTORY

   GM

2. 2Step 2

   Search

   Type a name, role or department in the search box to filter the list.

   Search…

   Maria Lopez

   Project Manager

   Dan Reed

   Foreman

   Ana Ruiz

   Office

   HOME

   FLEET

   DIRECTORY

   GM

3. 3Step 3

   Open a card

   Tap a person to see their details. Contact info is shown based on your role.

   Search…

   Maria Lopez

   Project Manager

   Dan Reed

   Foreman

   Ana Ruiz

   Office

The list of vendors we have accounts with, including terms and who to contact.

1. 1Step 1

   Tap "Approved Vendors"

   On the Home screen tap Approved Vendors.

   Home

   Good morning, Sam.

   Check Out Vehicle

   Purchase Requests

   Directory

   Approved Vendors

   HOME

   FLEET

   DIRECTORY

   GM

2. 2Step 2

   Search a vendor

   Type the vendor name to find it quickly.

   Search…

   ABC Supply

   Net 30 · Roofing

   Home Depot Pro

   Card · Materials

   Beacon

   Net 30 · Siding

3. 3Step 3

   View details

   Tap a vendor to see account type, terms, phone and billing email.

   Search…

   ABC Supply

   Net 30 · Roofing

   Home Depot Pro

   Card · Materials

   Beacon

   Net 30 · Siding

Use the Home actions available to your role to record tools and stock taken or returned.

1. 1Step 1

   Open an asset action

   Use Check Out Asset / Tool or Check In Asset / Tool if shown on your Home screen. Search by item name or asset tag.

   Tools / Items

   Search asset tag

   Check Out / Return / Restock

2. 2Step 2

   Record the quantity

   Choose Check Out for a tool. For materials or consumables, enter the quantity taken; use Return or Restock when bringing items back.

   Tools / Items

   Search asset tag

   Check Out / Return / Restock

Request tools, IT equipment or access for yourself or another employee.

1. 1Step 1

   Open requests

   Use Company Requests on your role Home screen, or New Company Request where shown. On the Company Requests page, select New Request.

   Type & recipient

   Details & priority

   Review → Submit → Track

2. 2Step 2

   Complete the wizard

   Choose the request type and who it is for. Describe what is needed and why; add quantity and estimated cost for equipment, a vendor or system, the needed-by date and priority.

   Type & recipient

   Details & priority

   Review → Submit → Track

3. 3Step 3

   Review, submit and track

   Review the summary and approval flow, then select Submit Request and wait for confirmation. Open My Requests on the Company Requests page to follow the status. Approvers have separate Pending Approvals controls.

   Type & recipient

   Details & priority

   Review → Submit → Track

The crew mobile Home screen can show the fuel PIN assigned to your account.

1. 1Step 1

   Reveal your assigned PIN

   On crew Home, tap Display Fuel PIN. The button only appears when a PIN matches your account.

   Display Fuel PIN

   ••••

   Auto-hides after 30 seconds

2. 2Step 2

   Keep it private

   The PIN hides after 30 seconds or when you leave the app or switch tabs. Tap the button again when you need it; contact your administrator if it is missing.

   Display Fuel PIN

   ••••

   Auto-hides after 30 seconds

Dashboard features vary by role; new employees have a dedicated onboarding view.

1. 1Step 1

   Follow your onboarding checklist

   If you are onboarding, Home shows total progress and a breakdown of documents and assigned training. Open Onboarding to complete documents or My Trainings to start learning.

   Onboarding

   Documents

   My Trainings

2. 2Step 2

   Use Action Items when available

   On a dashboard with Action Items, choose New Task, enter a title and priority, and choose the intended sharing. Use Mine, Company or Shared to filter tasks.

   New Task

   Mine / Company / Shared

   List / Kanban

3. 3Step 3

   Track progress

   Use the completion control when a task is done. Switch between list and Kanban views where available. My Learning shows the progress of your assigned courses.

   New Task

   Mine / Company / Shared

   List / Kanban

Use the census form when your company asks you to provide employee and dependent information.

1. 1Step 1

   Open the census form

   Follow the company census link or the census prompt and choose English or Español. The employee form is at /census; Census Submissions is a separate review page.

   English / Español

   Employee & dependents

   Review & submit

2. 2Step 2

   Enter your information

   Choose your business and enter your name, date of birth, ZIP code and the other requested details. Answer the spouse and children questions and add dependent details only when applicable.

   English / Español

   Employee & dependents

   Review & submit

3. 3Step 3

   Review and submit

   Use Back to correct entries, review the summary and submit. Wait for the confirmation before leaving. In-progress answers are saved on this browser, so use your own device.

   English / Español

   Employee & dependents

   Review & submit

Know where to find the current policies and account deletion instructions.

1. 1Step 1

   Read the policies

   The sign-in screen links to Terms of Use and Privacy Policy. Consult these for current information about use of the portal and data handling.

   Terms of Use

   Privacy Policy

   /data-deletion

2. 2Step 2

   Review deletion instructions

   Open /data-deletion for Account & Data Deletion Request instructions, removal details and retention exceptions. Read these before requesting deletion; uninstalling the mobile app is not an account deletion request.

   Terms of Use

   Privacy Policy

   /data-deletion