Difference between revisions of "Mobile App"

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Path: [[Callproof Support]] - [[Mobile App]]
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Path: [[Callproof Support]] > [[Mobile App]]
  
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== What is the Callproof Mobile App? ==
  
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== Callproof Mobile App ==
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The Callproof mobile app is a portable version of Callproof used in the field.
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The Callproof mobile app is a portable version of Callproof used in the field.
 
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The mobile app is a companion piece to Callproof allowing users in the field to easy add notes, appointments, followups, prospect, and view contact information. 
 
  
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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 ==
 
== Log Into Callproof ==
  
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When launching the Callproof app, users must log in. 
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=== What is Login? ===
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Users have the option to have the app remember their login in the future.  Check "Remember Login" before hitting the Login button.
 
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Select the Google button to sign in using your gmail account.  This will only work the user's email address within Callproof matches the email address they use when signing into Google.
 
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The '''Signup''' button is used for new users that are not currently Callproof clients.  This is used when a company begins using Callproof from the first time.  Individual users within the company are setup from Callproof and do not use the Signup link. 
 
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Login is how users sign in to the CallProof mobile app with their account credentials.
  
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== Mobile App Homescreen ==
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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.
  
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After logging in, users will see the Homescreen.   There are 5 buttons on top, and 5 button on the bottom.
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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|200px|thumb|right|Callproof Mobile App Login Page]]
  
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== Top Navigation Buttons ==
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=== Using Login ===
  
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'''Logout''' - Used for logging out of the mobile app.
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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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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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'''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.
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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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'''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.
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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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'''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.
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<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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'''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.  
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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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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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The Create Account / Sign Up button may or may not appear depending on company/common settings.
  
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== Bottom Navigation Buttons ==
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=== Using Sign Up ===
  
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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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More Info: [[Call History]]
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# Open the CallProof app.
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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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'''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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[[Followups]] - Followups shows users followups and appointment history. 
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'''[[Features include]]'''
  
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More Info: [[Followups]]
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=== After Sign Up ===
  
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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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'''[[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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<div style="clear: both;"></div>
  
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Places can be used to prospect areas close to their location.  GPS must be enabled.
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== Top Navigation Button ==
  
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More Info: [[Places]]
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There are 3 buttons displayed at the top of the Home Screen:
  
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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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* '''[[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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<div style="clear: both;"></div>
  
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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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== Bottom Navigation Tabs ==
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[[File:app_homescreen.png|200px|thumb|right|Callproof Mobile App Homepage]]
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The bottom navigation contains 5 main screens:
  
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* '''[[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).
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* '''[[Accounts]]''' – View all accounts and quickly search or filter accounts using different search options.
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* '''[[Routes]]''' – Manage your routes, including Current Routes and Saved Routes. Saved Routes include My Routes and All Routes.
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* '''[[Places]]''' – Displays nearby places using Google Maps APIs based on your current location. Multiple place filters are available for prospecting nearby businesses.
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* '''[[Tasks]]''' – View pending and completed tasks, manage follow-ups, view task details, and add tasks to routes.
  
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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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<div style="clear: both;"></div>
  
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More info: [[Mobile Contacts|Contacts]]
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Latest revision as of 06:22, 24 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

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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