Difference between revisions of "Mobile App"
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== Top Navigation == | == Top Navigation == | ||
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There are 3 buttons displayed at the top of the Home Screen: | There are 3 buttons displayed at the top of the Home Screen: | ||
| − | '''AI | + | * '''AI''' – Provides access to AI-powered features. If this button is not visible, the AI feature is not enabled for your account. Please contact your administrator to enable AI access. |
| − | + | * '''Teams''' – Opens the Teams screen, where users can view and interact with team-related information. | |
| − | '''Teams | + | * '''Settings''' – Opens the Settings screen, allowing users to manage application preferences and account settings. |
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| − | '''Settings | ||
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== Home Screen Sections == | == Home Screen Sections == | ||
Revision as of 15:02, 14 July 2026
Path: Callproof Support - Mobile App
Contents
What is the Callproof Mobile App?
The Callproof mobile app is a portable version of Callproof used in the field.
The mobile app is a companion piece to Callproof, allowing users in the field to easily add notes, appointments, follow-ups, prospects, and view contact information.
Log Into Callproof
When launching the CallProof app, users must sign in using their account credentials.
For convenience, users can enable Remember Login before tapping Login. This securely remembers their login information for future app launches, reducing the need to enter credentials each time.
Google – Sign in with your Google account. The Google email address must match the email address associated with your CallProof account.
Apple – Sign in with your Apple ID. The Apple account email must match the email address registered with your CallProof account.
Microsoft – Sign in with your Microsoft account. The Microsoft account email must match the email address associated with your CallProof account.
If you've forgotten your password, tap Forgot Password. Enter your registered email address, and a One-Time Password (OTP) will be sent to that email. After verifying the OTP, you can create a new password and regain access to your account. The Sign Up button is intended only for organizations that are new to CallProof and are registering for the first time. Once a company has been created, individual users are added and managed by the company's CallProof administrator. Existing users should not use the Sign Up option.
Mobile App Homescreen
After logging in, users are taken to the Home Screen, which provides quick access to the application's primary features. The layout and available options may vary depending on your company's configuration and the features enabled for your account.
There are 3 buttons displayed at the top of the Home Screen:
- AI – Provides access to AI-powered features. If this button is not visible, the AI feature is not enabled for your account. Please contact your administrator to enable AI access.
- Teams – Opens the Teams screen, where users can view and interact with team-related information.
- Settings – Opens the Settings screen, allowing users to manage application preferences and account settings.
Home Screen Sections
The Home Screen contains several dynamic widgets that display business information and recent activity:
- Business Card – Provides quick access to business card scanning and related workflows.
- Recommended Follow-Up – Displays suggested follow-up activities based on customer interactions and system recommendations.
- Activity Summary – A segmented view that allows users to switch between Appointments, Emails, and Outbound Calls for selected time periods.
- Recent Events – Displays the latest activities performed in both the web application and the mobile application, helping users stay updated on recent company actions.
- Opportunities – Shows current sales opportunities and their latest status.
Right-Side Quick Actions
The right side of the Home Screen displays quick access to Twilio Calling and Messaging. These options are available only if the Twilio integration has been enabled for your organisation. If these features are not visible, please contact your administrator to enable Twilio services for your account.
Note: The Home Screen is fully dynamic. The widgets, buttons, and available features displayed may change based on your organisation's configuration, enabled modules, user permissions, and administrator settings.
Logout - Used for logging out of the mobile app.
Clock In / Out - Used for employees to clock in and out. Totals are reported in the People tab under Timesheets. This may or may not be used by Callproof clients. If a user is clocked in, the button will be a timer for their session. Click this to clock out and record hours worked.
Today - This shows a summary of today's activities in the top pane underneath the navigation buttons. Appoints, Calls, and Hours will be displayed for Today.
Week - This shows a summary of the week's activities in the top pane underneath the navigation buttons. Appoints, Calls, and Hours will be displayed for the Week.
Month - This shows a summary of the month's activities in the top pane underneath the navigation buttons. Appoints, Calls, and Hours will be displayed for the month.
Call History - This shows recent call history as reported by Callproof. To make sure all calls are reported, it's recommended that users log out and log back in to Callproof on the mobile app. This will ensure the latest call log is uploaded and processed by Callproof.
More Info: Call History
Followups - Followups shows users followups and appointment history.
More Info: Followups
Places - This button will show places unless the user is in an appointment. If the user has started an appointment, this button will be replaced with a timer for the appointment. Clicking the timer will stop the appointment.
Places can be used to prospect areas close to their location. GPS must be enabled.
More Info: Places
Timer Button - When an appointment is started, the Places button will become a timer for the appointment. Clicking the timer will end the appointment and allow the user to update contact information or add notes for the appointment.
Contacts - This tab allows users to edit, view, add event forms, add followups, update contacts and more.
More info: Contacts
The bottom navigation contains 5 main screens:
- Home – Dashboard showing AI (if enabled), Teams, Settings, Business Card, Recommended Follow-Ups, Activity Summary, Recent Events, Opportunities, and Twilio Calling/Messaging (if enabled).
- Accounts – View all accounts and quickly search or filter accounts using different search options.
- Routes – Manage your routes, including Current Routes and Saved Routes. Saved Routes include My Routes and All Routes.
- Places – Displays nearby places using Google Maps APIs based on your current location. Multiple place filters are available for prospecting nearby businesses.
- Tasks – View pending and completed tasks, manage follow-ups, view task details, and add tasks to routes.
