Toucan Touch General Information:

+ What is Toucan Touch?

Toucan Touch is a Dealer Support System. Toucan Touch is the name of the software which displays information from your inventory feed and perform functions within the application. It can be used to showcase products, build products, and print contracts & warranties.

+ What are the System Requirements for downloading and using Toucan Touch?

Toucan Touch usually requires 50mb of iPad storage space. Currently, the Toucan Touch dealer application is ONLY available on Apple iPad devices (Generation 2 or later). A consumer-facing Toucan Touch iPhone applicaiton is coming soon!

+ How do I view the Version Number of my Toucan Touch app?

On the main screen (home screen), the version is listed in the lower right hand corner of the dealership’s logo.

+ Where do I download Toucan Touch?

The application should be downloaded from the Apple iTunes App Store.

+ How do I Download Toucan Touch?

  1. Follow these steps in order to download Toucan Touch to your iPad:
  2. Navigate to the Apple App Store on your device
  3. Type Toucan Touch in the Search Bar
  4. Locate the Toucan Touch Icon by Jester Communications
  5. Touch the "Download" Icon - This will start the initial download
  6. Close the Apple App Store window to get back to your iPad’s home screen
  7. From your iPad home screen, touch the Toucan Touch icon
  8. Enter your username and password (Phese will be provided in an invitation email or set-up in the AMS - Contact your administrator if you do not have a username and password)
  9. Tap the radio button to agree to the Terms & Conditions
  10. Click "Install"

+ What should I do if my app isn’t working properly?

Please try the following in order to troubleshoot prior to contacting support staff:



  • Check the version on the device against the version listed in the App store. Update to the latest version if necessary
  • Set your iPad to “Auto update”
    • Open the “Settings” module on your iPad

    • Select “iTunes and App Store”

    • Toggle the “Updates” switch to the GREEN Position

  • Delete the application entirely from your iPad and re-download

+ My username and/or password isn’t working. What do I do?

Address each solution below prior to requesting a new username and/or password:

  • Make sure the dealer has a reliable internet connection at the time of download
  • Copy and paste the username and password directly from the invite email to avoid any mistakes. Sometimes capital “i” looks like lowercase “l”, etc.
  • Delete and re-download the application
  • Use the "Forgot Password" link to recover your password

In-App Content Management

+ How do I create a new product from within the app?

  1. From the home screen, click "New Product" on the right menu.
  2. Enter the name, price, brief description and full description in the corresponding fields
  3. Choose a tag if desired (see above description for TAG functionality)
  4. Click "ENABLE"
  5. Click "Next" to add more media
  6. click "Save" to save any changes
  7. You will be automatically directed to the Photos Media Collection where you can upload photos either directly from the device or from a file
  8. Click “Exit” to leave and discard current input

+ How do I edit an existing product in the app?

  1. Select the desired product by touching its thumbnail image in the Product Gallery
  2. Touch the "edit" button located on the top-left edge of the product menu
  3. Edit any desired information
  4. Click "Next" to add more media
  5. click "Save" just above the left menu (in red) to save changes
  6. Click “Exit” to return to that product’s details

+ How do I add a photo from within the app?

Toucan Touch allows users to either upload photos from files, from the device or to capture a photo with the iPad. Follow these steps to add photos:

  1. Select the desired product by touching its thumbnail image in the Product Gallery
  2. Touch the "edit" button located on the left edge of the product menu
  3. Select the "PHOTOS" tab
  4. You will either see the “ADD A PHOTO” thumbnail, or you may scroll past existing photos until this thumbnail is visible
  5. Touch the “ADD A PHOTO” thumbnail. This will take you to a new screen where you may enter the title and description of the new image
  6. Touch the “ADD A PHOTO” text itself. A new menu will ask you to select from where you would like to add a photo. to add the photo either from the device gallery images, or choose Camera to take a picture with the device itself
  7. Name the photo and give a description (if desired – the description will appear below the pricing information)
  8. Click "save"
  9. Click "Make Profile" Button at the top right of the Screen if this is the desired image for the main “HERO” image
  10. Repeat this process starting from the ADD A PHOTO Step for each subsequent photo to be added
  11. Click "Next" to add more media
  12. Click "Save" to save any changes
  13. Go back to the menu on the left and click “exit”

+ How do I add a video from within the app?

  1. Select the desired product by touching its thumbnail image in the Product Gallery
  2. Touch the "edit" button located on the left edge of the product menu
  3. Select the "VIDEOS" tab
  4. Touch the “ADD A VIDEO” text or select the "Add" button
  5. Touch the “ADD A VIDEO” text again to add the photo either from the device gallery images, or choose Camera to take a video with the device itself
  6. Name the video and describe it if desired
  7. Click "save"
  8. Repeat this process starting from the ADD A VIDEO Step for each subsequent video to be added
  9. Click "Next" to add more media
  10. Click "Save" to save any changes
  11. Go back to the menu on the left and click “exit”

+ How do I add a floorplan brochure or other media from within the app?

  1. Select the desired product by touching its thumbnail image in the Product Gallery
  2. Touch the "edit" button located on the left edge of the product menu
  3. Select the desired tab under which you would like to add media
  4. Touch the “ADD MEDIA” text or select the "Add" button
  5. Touch the “ADD MEDIA” text again to add the photo either from the device gallery images, files or choose Camera to take a picture with the device itself
  6. Name the media and describe it if desired
  7. Click "save"
  8. Repeat this process starting from the ADD A MEDIA Step for each subsequent piece of media to be added
  9. Click "Next" to add more media
  10. Click "Save" to save any changes
  11. Go back to the menu on the left and click “exit”

    TIP:If you do not have a particular picture, video or PDF in your gallery, or cannot record one at the time, email it to yourself and open/save it on your iPad.

+ How do I edit, change or remove a piece of media for a particular product from within the app?

  1. Select the desired product by touching its thumbnail image in the Product Gallery
  2. Touch the "edit" button located on the left edge of the product menu
  3. Select the desired tab under which you would like to edit media
  4. Find the media to be changed or removed, touch its thumbnail image
  5. Make any desired changes, or touch the "DELETE" button and confirm to remove media
  6. Click "save" to save any changes
  7. Go back to the menu on the left and click “exit”

+ How do I add or edit the specifications of a product from within the application?

  1. Select the desired product by touching its thumbnail image in the Product Gallery
  2. Touch the "edit" button located on the left edge of the product menu
  3. Touch “SPECIFICATIONS” menu on the left
  4. Here you will see the specifications that are set as the default specifications. These defaults are set within the Dealer Profile Section. They can be adjusted and customized. (See the Admin portion of the FAQ Below)
  5. Select the desired title and choose a new name from the drop down list, or select “New title” at the bottom of that list and skip to number 7.
  6. To edit specification values, select the desired “Value” field and then type the new information that is needed
  7. To add a new specification, select “ADD-A-SPEC” to generate additional lines for specs to be entered
  8. Choose a name from the drop down list, or select “new title” at the bottom of that list and type a name as needed
  9. Click "save" to save any changes
  10. Delete specifications by tapping “delete” next to the specification to be deleted
  11. Go back to the menu on the left and click “exit” to end editing

    TIP: Keep in mind, the product search categories can be filtered by any type of spec that lives in the application: make, condition, usage, location, etc.

+ How do I store the apps files for offline use?

  1. While you still have a strong wifi Connection, open Toucan Touch and login as usual
  2. Touch the "Preferences" button
  3. Touch "Offline Files" button
  4. Select “Store All”
  5. Wait for files to download before terminating the wifi connection

+ How do I tag a particular product from within the app?

  1. Select the desired product by touching its thumbnail image in the Product Gallery
  2. Touch the "edit" button located on the left edge of the product menu
  3. In the Tags portion of the product display window, click the "choose" menu
  4. Choose from the dropdown of Current Tags (Recommended, because slight variations in spacing or capitalization will create multiple versions of the same tag), or choose “add-a-tag” at the bottom of the drop down list to make a new tag.
  5. Click "Next" to add more media
  6. Click "save"
  7. Go back to the menu on the left and click “exit” to end editing

+ How do I display a particular product on the “HOME SLIDER BAR” from within the application?

  1. Select the desired product by touching its thumbnail image in the Product Gallery
  2. Touch the "edit" button located on the left edge of the product menu
  3. In the “Tags” portion of the product display window, click the "choose" menu
  4. Select "add‐a‐tag" from the bottom of the drop down menu
  5. Use the TAG “toucan-home‐1” (no quotes) to display the desired image as the first image on the slider bar
  6. Tap the “Save” button located just below the profile picture
  7. Scroll the product menu to the bottom and tap on “Exit” to close product editing
    NOTE: Adjust the above number to any number (i.e.: “toucan-home-#”) between one and 10 according to the desired slider position. If multiple products are tagged with the same slider number the higher numbered products will not display.

+ Can I bulk upload media from within the app?

Bulk upload is not supported from within the application. All bulk uploads must be completed via the web-based AMS system. Click here to view how to complete bulk uploads via the AMS system.

Application Navigation & Usage

+ How do I search for products?

There are a few different ways to find a particular product or products:

  1. Manual Navigation via the product gallery:
  2. From the product gallery, use the arrows at the bottom of the screen to advance or reverse page views. You may also use the pagination numbers to skip through quickly

    Via the product sort feature menu:
  1. From within the product list gallery, open the left slider menu by tapping the gray tab. Sort the products by any one of the menu display headings (make, style, etc.)

  1. Select the "STARRED" button to display only products that you have previously starred

    Via the search field menu:
  1. Tap on the right side trapezoid. A search field menu will slide in from the right-hand side
  2. Type the text to search by in the search field

  1. Enter a filter to search:
  2. Activate the right-hand side tab. A search field menu will appear
  3. Tap on the “add Filter” button at the top right of this menu
  4. Choose a filter to use to search (you may add more than one filter)
  5. Reset your search fields by tapping the “reset” button at the bottom of the search menu

Using the Finance Calculator

+ How do I use the Finance Calculator?

From the home screen, click the 3 line tab (the trapezoid shape) on the bottom of the page. In the pop-up navigation menu tap on “Calculator” in the upper right corner of that menu.
NOTE - You do not have to add “$” to the prices.

NOTE - Any percentages (ie: tax and interest rate) should be entered as a decimal format. For example:

7% = .07

2.5% = 0.025


Alternate route for accessing the calculator while in product view:

If trying to calculate payments for a particular product, access the calculator by selecting “configure PME” from within the particular product menu

  1. Start by entering the hypothetical price being financed (i.e. 100,000)
  2. Enter any additional features or charges associated with the cost
  3. Enter any applicable discounts or price reductions in the Discounts field
  4. Enter the State Tax rate for wherever you are
  5. Enter the Trade in Value (after calculating the current payoff, this could actually be a negative number)
  6. Enter the projected interest rate for the loan
  7. Enter the term of the loan (in months)
  8. Click “clear” or “close” to either reset the calculator or exit the calculator

Leads

+ How do I add a lead from within the app?

  1. From the home screen, tap the menu tab at the bottom of the screen.
  2. Press the "LEADS" Button
  3. Touch "Add Contact" in the upper right hand corner of the screen.
  4. Type in the contact information. Name and email address are the only required fields, but should include as much information as possible if available
  5. Touch the "Add image" button if desired (So that you recognize him or her next time they enter the dealership. Make sure you ask them for permission before snapping a picture). You can add from your gallery or take the image with your iPad camera. If there is no image added for a lead, the potential customer’s photo will default to an image with their initials
  6. Click "SAVE LEAD" on the right-hand side of the screen

    TIP - Tap “use lead” on the right hand side to make the contact you created the same contact that will be in the “To” field when you go to email collateral regarding a specific boat

+ How do I edit a lead’s or contact's information?

  1. From the home screen, tap the 3 line tab at the bottom of the screen.
  2. Press the "LEADS" Button
  3. Find and select the thumbnail associated with the lead to be adjusted
  4. Adjust any necessary information
  5. Click "SAVE LEAD"

    TIP - Tap “use lead” on the right hand side to make the contact you created the same contact that will be in the “To” field when you go to email collateral regarding a specific boat

+ How do I delete a lead from within the app?

  1. From the home screen, hit the 3 line tab at the bottom of the screen. From there you will press “LEADS”
  2. Find and select the Thumbnail for the Lead you want to delete
  3. Select the "remove" Button
  4. Confirm to delete

+ How do I email content or an estimate to a lead or prospective customer?

  1. Located the contact’s name within you contact list to which the media is to be sent
  2. Locate the particular piece of media
  3. Touch its thumbnail image to select it
  4. Select the “Share” button at the very bottom right corner
  5. Touch the email or print icon in the popup menu depending on how you wish to share

    Note: In the next update of Toucan Touch, the option to create a lead and share information while viewing a single product image will be added as functionality.

+ Where do I view / send / print contracts and warranties?

From the main home screen the contracts and warranties sections are located in the right hand menu, under the “New Product” button


  1. Touch either the Contracts or the Warranties Button

  2. Select the desired Contract or Warranty

  3. Select the “Share” button at the very bottom right corner

  4. Touch the email or print icon in the popup menu
    NOTE: If no contact/lead is selected you will be prompted to add a contact

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