Difference between revisions of "Mobile App"

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== Log Into Callproof ==
 
== Log Into Callproof ==
  
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When launching the CallProof app, users must sign in using their account credentials.
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=== What is Login? ===
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Login is how users sign in to the CallProof mobile app with their account credentials.
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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.
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[[File:app_login.png|100px|thumb|right|Callproof Mobile App Login Page]]
 
  
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[[File:app_login.png|200px|thumb|right|Callproof Mobile App Login Page]]
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=== Using Login ===
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# Open the CallProof app and go to the '''Login''' screen.
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# Enter your '''Email Address''' and '''Password''', or choose '''Google''', '''Apple''', or '''Microsoft''' sign-in.
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# Optionally turn on '''Remember Login''' so credentials are filled next time.
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# Tap '''Login'''.
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# After a successful login, you are taken to the CallProof Home / Dashboard.
  
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'''Sign in options:'''
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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.
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'''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.
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=== Sign in options ===
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* '''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.
  
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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.
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=== After Login ===
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* You are taken to '''Home (Dashboard)''' to start working.
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* Use bottom tabs for '''Accounts''', '''Routes''', '''Places''', and '''Tasks'''.
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* If Remember Login is on, your next app launch can fill credentials automatically.
  
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'''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>
  
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== Sign Up (Create Account) ==
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[[File:app_SignUp.png|200px|thumb|right|Callproof Mobile App Signup]]
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=== What is Sign Up? ===
  
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== Home Screen Sections ==
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Sign Up is used by '''new organizations''' to create a CallProof company account for the first time.
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The Home Screen contains several dynamic widgets that display business information and recent activity:
 
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[[File:app_homescreen.png|100px|thumb|right|Callproof Mobile App Homepage]]
 
  
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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.
  
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* '''Business Card''' – Provides quick access to business card scanning and related workflows.
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The Create Account / Sign Up button may or may not appear depending on company/common settings.
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* '''Recommended Follow-Up''' – Displays suggested follow-up activities based on customer interactions and system recommendations.
 
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* '''Activity Summary''' – A segmented view that allows users to switch between Appointments, Emails, and Outbound Calls for selected time periods.
 
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* '''Recent Events''' – Displays the latest activities performed in both the web application and the mobile application, helping users stay updated on recent company actions.
 
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* '''Opportunities''' – Shows current sales opportunities and their latest status.
 
  
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=== Right-Side Quick Actions ===
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=== Using Sign Up ===
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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.
 
  
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'''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.
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# Open the CallProof app.
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<div style="clear: both;"></div>
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# Tap '''Create New Account''' (when available).
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# Choose whether you are creating a '''new company''' or are an existing company user (selection screen).
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# On '''Create Account''', enter your details or use '''Google''', '''Apple''', or '''Microsoft''' sign-up.
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# Tap '''Create Account''' to submit.
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# If two-factor authentication (2FA) is enabled, verify OTP when prompted.
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# After successful sign-up, you are taken into CallProof (Home / Dashboard).
  
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== Top Navigation ==
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'''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.
  
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There are 3 buttons displayed at the top of the Home Screen:
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'''[[Features include]]'''
  
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* '''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.
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=== After Sign Up ===
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* '''Teams''' – Opens the Teams screen, where users can view and interact with team-related information.
 
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* '''Settings''' – Opens the Settings screen, allowing users to manage application preferences and account settings.
 
  
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== Bottom Navigation Buttons ==
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* Log in later with the email and password you created (or use Google / Apple / Microsoft if you signed up that way).
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* Add employees from '''Company Directory''' (web) and optionally send email notification with login info.
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* Set up Contact Types, Custom Fields, and other company settings to finish getting started.
  
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* '''[[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.
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<div style="clear: both;"></div>
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:More Info: [[Call History]]
 
  
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* '''[[Followups]]''' – Followups shows users followups and appointment history.
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== Top Navigation Button ==
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:More Info: [[Followups]]
 
  
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* '''[[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.
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There are 3 buttons displayed at the top of the Home Screen:
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:Places can be used to prospect areas close to their location. GPS must be enabled.
 
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:More Info: [[Places]]
 
  
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* '''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.
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[[File:App_CallProof_AI_Option.png|200px|thumb|right|Callproof App CallProof AI Option]]
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* '''[[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.
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* '''[[Mobile Contacts|Contacts]]''' – This tab allows users to edit, view, add event forms, add followups, update contacts and more.
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* '''[[Teams]]''' – Opens the Teams screen, where users can view and interact with team-related information.
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:More info: [[Mobile Contacts|Contacts]]
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* '''[[Settings]]''' – Opens the Settings screen, allowing users to manage application preferences and account settings.
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<div style="clear: both;"></div>
  
 
== Bottom Navigation Tabs ==
 
== Bottom Navigation Tabs ==
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[[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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== Places ==
 
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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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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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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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=== Using Places ===
 
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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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=== Features include ===
 
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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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<div style="clear: both;"></div>
 
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== Tasks ==
 
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=== What are Tasks? ===
 
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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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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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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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=== Using Tasks ===
 
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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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=== Features include ===
 
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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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<div style="clear: both;"></div>
 

Latest revision as of 07:55, 22 July 2026

Path: Callproof Support > Mobile App

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

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.

Callproof Mobile App Login Page

Using Login

  1. Open the CallProof app and go to the Login screen.
  2. Enter your Email Address and Password, or choose Google, Apple, or Microsoft sign-in.
  3. Optionally turn on Remember Login so credentials are filled next time.
  4. Tap Login.
  5. 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

  • 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.
  • 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.

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.

Sign Up (Create Account)

Callproof Mobile App Signup

What is Sign Up?

Sign Up is used by new organizations to create a CallProof company account for the first time.

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.

The Create Account / Sign Up button may or may not appear depending on company/common settings.

Using Sign Up

  1. Open the CallProof app.
  2. Tap Create New Account (when available).
  3. Choose whether you are creating a new company or are an existing company user (selection screen).
  4. On Create Account, enter your details or use Google, Apple, or Microsoft sign-up.
  5. Tap Create Account to submit.
  6. If two-factor authentication (2FA) is enabled, verify OTP when prompted.
  7. After successful sign-up, you are taken into CallProof (Home / Dashboard).

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.

Features include

After Sign Up

  • Log in later with the email and password you created (or use Google / Apple / Microsoft if you signed up that way).
  • Add employees from Company Directory (web) and optionally send email notification with login info.
  • Set up Contact Types, Custom Fields, and other company settings to finish getting started.

Top Navigation Button

There are 3 buttons displayed at the top of the Home Screen:

Callproof App CallProof AI Option
  • 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.

Bottom Navigation Tabs

Callproof Mobile App Homepage

The bottom navigation contains 5 main screens:

  • Mobile 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.
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