Mobile app
The iPhone and iPad app for owners and crews.
- Install the iPhone and iPad appThe app is in early access through Apple TestFlight. Here's how to get an invite, install it and sign in.
- Find your way around the appThe tabs at the bottom, what's under More, and why some people see more than others.
- Today and the time clockThe first screen in the app: clock in and out, see today's visits, and check what's owed and paid.
- Breaks and time typesTake a break without clocking out, and switch between on-site, travel and shop time from the Today clock.
- Your schedule in the appSee the week's visits day by day, switch between your visits and the whole team's, and open any visit.
- Work a visitGet directions, tell the customer you're on the way, clock in, tick the checklist, add notes and photos, and mark the visit complete.
- See your route on a mapThe day's stops on a map in time order, with drive times between them, one tap to navigate, and Optimize to find a shorter drive.
- Jobs in the appFind a job, see all its visits, add a visit, fill in its details, mark it complete and create the invoice.
- Quotes in the appWrite a quote on site, add choices and photos, send it or get it signed on your phone, then turn it into a job.
- Customers in the appSearch your customers, call or text them, see their work and what they owe, add new ones and fill in their details.
- Requests in the appSee new work from your website, bookings and calls, contact the customer, log a phone call, and turn a request into a quote.
- Invoices and payments in the appSee what's owed, send an invoice, record a check or cash, and confirm Zelle, Venmo and PayPal payments when they arrive.
- The sales pipeline in the appEvery open request and quote by stage, with its value and how long it's waited. Tap one to open it.
- Timesheets and expenses in the appCheck your hours, add time you forgot to clock, approve the team's weeks, and snap receipts for expenses.
- Team, roles and the catalog in the appAdd people, change roles, turn off a sign-in, and keep your catalog of items and prices up to date from your phone.
- Your account, help and signing outChange your name, sign-in email or password, contact support from the app, and sign out.
- Push notificationsWhat the app alerts you about, who gets each alert, and how to turn notifications on or off.
- Work offline with no signalKeep working in basements and rural jobs. The app saves your changes and sends them when you're back online.
- Add the Today widgetSee your next visit on your Home Screen or Lock Screen without opening the app.
- Using the app on iPadOn iPad, lists and details sit side by side, Today becomes a dashboard and the Schedule shows the whole week.
- The app for crewsWhat someone with the Crew role sees: their day, their visits, their clock and their own time. No prices.
- The app for owners and the officeRun the business from your phone: quotes signed on the spot, customers, invoices and payments, your team and catalog.