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| | == Log Into Callproof == | | == Log Into Callproof == |
| | | | |
| − | When launching the CallProof app, users must sign in using their account credentials. | + | === What is Login? === |
| | + | |
| | + | Login is how users sign in to the CallProof mobile app with their account credentials. |
| | + | |
| | + | When launching the CallProof app, users must sign in before they can use Home, Accounts, Routes, Places, Tasks, and other features. |
| | | | |
| | 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. | | 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. |
| − | [[File:app_login.png|100px|thumb|right|Callproof Mobile App Login Page]]
| |
| | | | |
| | + | [[File:app_login.png|200px|thumb|right|Callproof Mobile App Login Page]] |
| | + | |
| | + | === Using Login === |
| | + | |
| | + | # Open the CallProof app and go to the '''Login''' screen. |
| | + | # Enter your '''Email Address''' and '''Password''', or choose '''Google''', '''Apple''', or '''Microsoft''' sign-in. |
| | + | # Optionally turn on '''Remember Login''' so credentials are filled next time. |
| | + | # Tap '''Login'''. |
| | + | # After a successful login, you are taken to the CallProof Home / Dashboard. |
| | + | |
| | + | If you've forgotten your password, tap '''Forgot Password'''. Enter your registered email address (in the email field), and a reset / OTP message will be sent. Follow the steps to create a new password and regain access. |
| | + | |
| | + | '''Note:''' 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. |
| | | | |
| − | '''Sign in options:''' | + | === Sign in options === |
| | + | |
| | + | * '''Email and Password''' – Sign in with the email and password created for your CallProof account. |
| | * '''Google''' – Sign in with your Google account. The Google email address must match the email address associated with your CallProof account. | | * '''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. | | * '''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. | | * '''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.
| + | === After Login === |
| | + | |
| | + | * You are taken to '''Home (Dashboard)''' to start working. |
| | + | * Use bottom tabs for '''Accounts''', '''Routes''', '''Places''', and '''Tasks'''. |
| | + | * If Remember Login is on, your next app launch can fill credentials automatically. |
| | | | |
| − | '''Note:''' 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.
| |
| | <div style="clear: both;"></div> | | <div style="clear: both;"></div> |
| | | | |
| | + | == Sign Up (Create Account) == |
| | + | [[File:app_SignUp.png|200px|thumb|right|Callproof Mobile App Signup]] |
| | + | === What is Sign Up? === |
| | | | |
| − | == Home Screen Sections ==
| + | Sign Up is used by '''new organizations''' to create a CallProof company account for the first time. |
| | | | |
| − | The Home Screen contains several dynamic widgets that display business information and recent activity:
| + | Once a company is created, individual users are added and managed by the company’s CallProof administrator. '''Existing users should not use Sign Up'''—they should use '''Log In''' instead. |
| − | [[File:app_homescreen.png|100px|thumb|right|Callproof Mobile App Homepage]]
| |
| | | | |
| | + | The Create Account / Sign Up button may or may not appear depending on company/common settings. |
| | | | |
| − | * '''Business Card''' – Provides quick access to business card scanning and related workflows.
| + | === Using Sign Up === |
| − | * '''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.
| |
| | | | |
| − | ---- | + | # Open the CallProof app. |
| | + | # Tap '''Create New Account''' (when available). |
| | + | # Choose whether you are creating a '''new company''' or are an existing company user (selection screen). |
| | + | # On '''Create Account''', enter your details or use '''Google''', '''Apple''', or '''Microsoft''' sign-up. |
| | + | # Tap '''Create Account''' to submit. |
| | + | # If two-factor authentication (2FA) is enabled, verify OTP when prompted. |
| | + | # After successful sign-up, you are taken into CallProof (Home / Dashboard). |
| | | | |
| − | '''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. | + | '''Important:''' Existing employees should ask their administrator to add them in Company Directory, then log in with the credentials provided—not create a new company. |
| − | <div style="clear: both;"></div>
| |
| | | | |
| − | == Top Navigation ==
| + | '''[[Features include]]''' |
| | | | |
| − | There are 3 buttons displayed at the top of the Home Screen:
| + | === After Sign Up === |
| | | | |
| − | * '''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. | + | * Log in later with the email and password you created (or use Google / Apple / Microsoft if you signed up that way). |
| − | * '''Teams''' – Opens the Teams screen, where users can view and interact with team-related information. | + | * Add employees from '''Company Directory''' (web) and optionally send email notification with login info. |
| − | * '''Settings''' – Opens the Settings screen, allowing users to manage application preferences and account settings. | + | * Set up Contact Types, Custom Fields, and other company settings to finish getting started. |
| | | | |
| − | == Bottom Navigation Buttons == | + | <div style="clear: both;"></div> |
| | | | |
| − | * '''[[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.
| + | == Top Navigation Button == |
| − | :More Info: [[Call History]]
| |
| | | | |
| − | * '''[[Followups]]''' – Followups shows users followups and appointment history.
| + | There are 3 buttons displayed at the top of the Home Screen: |
| − | :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. | + | [[File:App_CallProof_AI_Option.png|200px|thumb|right|Callproof App CallProof AI Option]] |
| − | :Places can be used to prospect areas close to their location. GPS must be enabled.
| + | * '''[[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. |
| − | :More Info: [[Places]]
| + | * '''[[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. |
| − | * '''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.
| + | <div style="clear: both;"></div> |
| − | | |
| − | * '''[[Mobile Contacts|Contacts]]''' – This tab allows users to edit, view, add event forms, add followups, update contacts and more. | |
| − | :More info: [[Mobile Contacts|Contacts]] | |
| | | | |
| | == Bottom Navigation Tabs == | | == Bottom Navigation Tabs == |
| − | | + | [[File:app_homescreen.png|200px|thumb|right|Callproof Mobile App Homepage]] |
| | The bottom navigation contains 5 main screens: | | The bottom navigation contains 5 main screens: |
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| | ---- | | ---- |
| − |
| |
| − | == Mobile Home ==
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| − |
| |
| − | === What is Home? ===
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| − |
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| − | Home is your CallProof mobile dashboard—the main screen after login. It shows daily activity, suggested follow-ups, opportunities, business cards, and shortcuts so you can start work quickly in the field.
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| − |
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| − | The screen is '''dynamic'''. Widgets and buttons depend on your company’s settings, enabled features, and your permissions. If something is missing, ask your administrator.
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| − |
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| − | === Using Home ===
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| − |
| |
| − | # Open the '''Home''' tab after login.
| |
| − | # Use top shortcuts ('''AI''', '''Teams''', '''Settings''') as available.
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| − | # Scroll widgets: Business Card, Recommended Follow-ups, Activity Summary, Recent Events, Opportunities, Tasks (when enabled).
| |
| − | # Switch activity time ranges (for example 1 Week, 4 Weeks, MTD, QTD, YTD).
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| − | # Tap a card or row to take action—call, message, add a task, open an account, scan a card, and more.
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| − | # Use side Twilio Call / Message shortcuts if Twilio is enabled.
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| − | # If an appointment is active, use the end-appointment option from Home when shown.
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| − |
| |
| − | === Features include ===
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| − |
| |
| − | * '''Greeting / header''' – Shows a welcome message and current time so you know you’re on the main dashboard.
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| − | * '''AI''' – Opens CallProof AI tools (assistant / chat help) when AI is enabled for your account.
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| − | * '''Teams''' – Opens Teams to view and work with team-related information.
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| − | * '''Settings''' – Opens app preferences, account options, calendar sync, and logout-related settings.
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| − | * '''Business Card''' – Scan or capture a business card, add it as an account, view saved cards, and open View All for the full card list.
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| − | * '''Recommended Follow-ups''' – Suggested accounts/actions based on recent activity. From a suggestion you can typically call, email, add a task, add to route, snooze, add notes, or open more options.
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| − | * '''Activity Summary''' – Quick counts for activity such as appointments, emails, and calls. Change the time range (1 Week, 4 Weeks, 1 Year, MTD, QTD, YTD, All) to update the summary.
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| − | * '''Recent Events''' – Latest activity from mobile and web—calls, appointments, forms, and other events—so you stay updated on recent work.
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| − | * '''Opportunities''' – Current sales opportunities and status. Tap to view, update, or manage an opportunity.
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| − | * '''Tasks / Follow-ups widget''' – Pending tasks and follow-ups when the task widget is enabled. Open, complete, or jump into task details.
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| − | * '''Twilio Call / Message''' – Side shortcuts for calling and messaging when Twilio is enabled for your organization.
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| − | * '''Current appointment''' – If you have an active appointment, Home can show an option to end it and finish notes or updates.
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| − | * '''Version update''' – May prompt you to update the app when a newer version is available.
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| − | * '''Widget order / visibility''' – Administrators control which widgets appear and their order. Available items can include Business Card, Recommended Follow-up, Tasks, Opportunities, and activity/events sections based on company settings.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Accounts ==
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| − |
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| − | === What are Accounts? ===
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| − |
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| − | Accounts are your company contacts in CallProof. They are the businesses and organizations you sell to, visit, call, and track.
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| − |
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| − | From the Accounts screen you can find, view, add, and manage those businesses—search them, filter them, sort them, open them on a map, and take action on each one (call, message, email, appointment, route, and more).
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| − |
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| − | Depending on your security settings, you may see '''all accounts''' or only the accounts '''assigned to you'''. Allow location access when prompted for better sort and map results. CallProof uses this to show distance and nearby accounts; it is not kept as map browsing history.
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| − |
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| − | === Using Accounts ===
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| − |
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| − | # Open the '''Accounts''' tab.
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| − | # Use the '''search bar''' to find accounts by company name or other selected search fields.
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| − | # Open '''Filters''' to choose which fields to search, how to sort, account type, custom fields, and '''All Accounts''' vs '''Only My Accounts'''.
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| − | # Browse results—each row shows company name, address, distance, last contacted, and related details.
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| − | # Use quick actions on a row, or open '''More''' for the full menu.
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| − | # Use the '''map''' icon to plot accounts, and the '''add''' button to create a new account.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''View accounts''' – Browse your list of company contacts. Pull down to refresh. Scroll for more results when available.
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| − | * '''All Accounts / Only My Accounts''' – Switch between every account you can access and only accounts assigned to you.
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| − | * '''Search''' – Find accounts by company name or other fields (for example type, city, state, ZIP, street, phone, email—based on selected search fields). Use quotation marks for exact phrases when needed. Choose fewer search fields for faster, clearer results.
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| − | * '''Filters''' – Search fields, Sort (Closest to Me, Farthest Away, Need to Contact, Recently Contacted, Company A–Z / Z–A), Account type, and Custom fields. Filters can stay saved for your next visit.
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| − | * '''Sort by distance''' – Closest to Me / Farthest Away use your device location to order nearby vs farther accounts.
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| − | * '''Sort by contact activity''' – Need to Contact shows accounts least recently contacted. Recently Contacted shows the most recent ones.
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| − | * '''Add a new account''' – Create an account with company name and account type (required). You can also add address, phone, email, sales rep, custom fields, and more. Options may include business card scan or vCard when enabled.
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| − | * '''View account details''' – Open an account to see full info: company, address, phones, people, custom fields, notes, appointments, follow-ups, opportunities, event forms, images, and history.
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| − | * '''Edit account''' – Update company info, type, address, phones, sales reps, custom fields, and other details, then save.
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| − | * '''Call''' – Call the account from the app when a number is available (including Twilio if enabled).
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| − | * '''Message / SMS''' – Send a text to the account when messaging is available.
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| − | * '''Email''' – Email the account from the quick action or More menu.
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| − | * '''Appointment''' – Start or end an appointment/check-in for that account while you’re visiting.
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| − | * '''Add to Route''' – Add the account as a stop on your current route.
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| − | * '''Event Forms''' – Fill out custom forms tied to that account (orders, visits, surveys, etc.).
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| − | * '''Tasks / Follow-ups''' – Add or edit tasks and follow-ups for the account.
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| − | * '''Notes''' – Add and view notes on the account.
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| − | * '''Opportunities''' – View or add sales opportunities linked to the account.
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| − | * '''People''' – View and manage contacts/people under that company.
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| − | * '''Labels''' – Tag accounts with labels for organization.
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| − | * '''Images''' – View or add images for the account.
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| − | * '''Directions / Street View''' – Open maps directions or street view when an address/location exists.
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| − | * '''Map''' – Plot filtered accounts on a map. Use map tools (including lasso when available) to select accounts and add them to a route or work them on the map.
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| − | * '''More menu''' – One place for View/Edit Account, Call, Appointment, Event Forms, Opportunities, People, Tasks, Notes, Labels, Images, Email, Directions, Street View, and other company-enabled options.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Routes ==
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| − |
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| − | === What are Routes? ===
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| − |
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| − | Routes help you plan and visit accounts in order for field work. Build a stop list, optimize the path, and reuse saved routes.
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| − |
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| − | Allow location access when prompted. CallProof uses it for map and optimize results so you can visit accounts more efficiently.
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| − |
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| − | === Using Routes ===
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| − |
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| − | # Open '''Routes''' and use '''Current Route''' for today’s stops, or '''Saved Routes''' to load a saved one (My Routes, All Routes, or Assigned Routes).
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| − | # Add accounts from Accounts, Places, or the map (including lasso).
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| − | # On the current route you can open the map, optimize the visit order, save the route for later, or clear it.
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| − | # Reorder or remove stops as needed, then tap a stop to call, start an appointment, get directions, or open the account.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Current Route''' – Your list of stops for today.
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| − | * '''Saved Routes''' – Routes you can save and open later (My Routes, All Routes, or Assigned Routes).
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| − | * '''Add stops''' – Add accounts to the route from Accounts, Places, Tasks, or the map.
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| − | * '''Map''' – See stops on a map.
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| − | * '''Optimize''' – Reorder stops for the best visit path (Keep Starting Point, Keep Start and End, or Optimize using Current Location).
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| − | * '''Save''' – Save the route with a name for later reuse.
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| − | * '''Clear''' – Remove all stops from the current route.
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| − | * '''Reorder / Remove stops''' – Change visit order or delete individual stops.
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| − | * '''Assign''' – Give a route to another rep.
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| − | * '''Stop actions''' – Call, appointment, directions, open account, and more.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Places ==
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| − |
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| − | === What is Places? ===
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| − | Places is CallProof’s prospecting tool. It finds businesses near your current location or a chosen address using Google Maps data.
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| − |
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| − | Use it to discover new leads, view business details, save them as CallProof accounts, add them to a route, or start an appointment while you’re in the field.
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| − |
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| − | Allow location access for better results. CallProof uses location to show nearby places and map results; it is not stored as map browsing history.
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| − |
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| − | === Using Places ===
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| − |
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| − | # Open the '''Places''' tab.
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| − | # Use '''Search''' or '''Filters''' (category, address/zip, radius, and more).
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| − | # Review results in the list, or open '''Map''' to see them on Google Maps.
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| − | # Tap a place for options: call, appointment, add to route, add to CallProof, and more.
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| − | # On the map, use '''Lasso''' to select several places at once and add them to contacts or a route.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Search''' – Find places by name or keyword.
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| − | * '''Filters''' – Narrow by category, keyword, city/state/zip/address, radius, max results, and employee size / annual sales when available.
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| − | * '''Results list''' – See nearby businesses with name, address, and related info. Pull to refresh.
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| − | * '''Map''' – View places on a map with pins for results.
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| − | * '''Lasso''' – Draw on the map to select many places at once, then Add to Contacts or Add to Route.
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| − | * '''Add to CallProof (Contacts)''' – Save a business as a CallProof account.
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| − | * '''Add to Route''' – Put selected places on your route.
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| − | * '''Call''' – Call the place when a phone number is available (including Twilio if enabled).
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| − | * '''Appointment''' – Start an appointment/check-in at that place.
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| − | * '''More options''' – Extra actions such as add to CallProof, event forms, directions, and other options when available.
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| − | * '''Saved searches''' – Save filter/search settings and reuse them later on mobile or web.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Tasks ==
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| − |
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| − | === What are Tasks? ===
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| − |
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| − | Tasks (also called Follow-ups) are reminders to contact or follow up with an account. Use them to plan calls, visits, and next steps.
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| − |
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| − | From the '''Tasks and Follow-ups''' screen you can view pending and completed work, filter by type or date, mark items complete, edit details, add tasks to a route, and create new tasks.
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| − |
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| − | Tasks can be linked to an account, given a type and priority, scheduled for a date/time, assigned to a rep, and synced to calendar when calendar sync is set up.
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| − |
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| − | === Using Tasks ===
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| − |
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| − | # Open the '''Tasks''' tab.
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| − | # Switch between '''Not Completed''' and '''Completed'''.
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| − | # Open '''Filters''' to narrow by task type, priority, and start/end date.
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| − | # Review each task—account name, type, date/time, notes, and status.
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| − | # Mark complete, edit, delete, or add the related account to a route.
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| − | # Use '''Add''' to create a new task or follow-up for an account.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''View Pending and Completed''' – See open tasks under Not Completed, and finished ones under Completed.
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| − | * '''View task details''' – Each item shows the linked account, follow-up date/time, task type, priority, notes, and completion status.
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| − | * '''Filters''' – Narrow by task type, priority, and start/end date. Filters can stay saved for your next visit.
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| − | * '''Add a new task / follow-up''' – Create a task for an account with date, time, duration, task type, priority, scheduled with, assign to (managers), notes, and recurring options when available.
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| − | * '''Edit a task''' – Change date, time, duration, type, priority, assignee, notes, or completion status, then save.
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| − | * '''Mark complete / incomplete''' – Check off a task when done, or mark incomplete again if needed.
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| − | * '''Add to Route''' – Add the account linked to a task to your current route.
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| − | * '''Delete a task''' – Remove a task you no longer need.
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| − | * '''Calendar sync''' – If Google / Microsoft / Apple calendar sync is enabled, tasks and follow-ups can be sent to your calendar.
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| − | * '''Recommended Follow-ups''' – On Home (when enabled), CallProof may suggest follow-ups based on recent activity.
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| − | * '''Account actions from a task''' – Open the related account for call, appointment, event forms, notes, and other account options when available.
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| − |
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| − | <div style="clear: both;"></div>
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