Difference between revisions of "Mobile App"

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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.
 
* '''[[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.
 
* '''[[Tasks]]''' – View pending and completed tasks, manage follow-ups, view task details, and add tasks to routes.
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== Routes ==
 
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=== What are Routes? ===
 
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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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Allow location access when prompted. CallProof uses it for map and optimize results so you can visit accounts more efficiently.
 
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=== Using Routes ===
 
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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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=== Features include ===
 
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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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Revision as of 06:47, 15 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

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.

Callproof Mobile App Login Page


Sign in options:

  • 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.

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.


Home Screen Sections

The Home Screen contains several dynamic widgets that display business information and recent activity:

Callproof Mobile App Homepage


  • 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.

Top Navigation

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.

Bottom Navigation Buttons

  • 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

Bottom Navigation Tabs

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.

Places

What is Places?

Places is CallProof’s prospecting tool. It finds businesses near your current location or a chosen address using Google Maps data.

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.

Allow location access for better results. CallProof uses location to show nearby places and map results; it is not stored as map browsing history.

Using Places

  1. Open the Places tab.
  2. Use Search or Filters (category, address/zip, radius, and more).
  3. Review results in the list, or open Map to see them on Google Maps.
  4. Tap a place for options: call, appointment, add to route, add to CallProof, and more.
  5. On the map, use Lasso to select several places at once and add them to contacts or a route.

Features include

  • Search – Find places by name or keyword.
  • Filters – Narrow by category, keyword, city/state/zip/address, radius, max results, and employee size / annual sales when available.
  • Results list – See nearby businesses with name, address, and related info. Pull to refresh.
  • Map – View places on a map with pins for results.
  • Lasso – Draw on the map to select many places at once, then Add to Contacts or Add to Route.
  • Add to CallProof (Contacts) – Save a business as a CallProof account.
  • Add to Route – Put selected places on your route.
  • Call – Call the place when a phone number is available (including Twilio if enabled).
  • Appointment – Start an appointment/check-in at that place.
  • More options – Extra actions such as add to CallProof, event forms, directions, and other options when available.
  • Saved searches – Save filter/search settings and reuse them later on mobile or web.

Tasks

What are Tasks?

Tasks (also called Follow-ups) are reminders to contact or follow up with an account. Use them to plan calls, visits, and next steps.

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.

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.

Using Tasks

  1. Open the Tasks tab.
  2. Switch between Not Completed and Completed.
  3. Open Filters to narrow by task type, priority, and start/end date.
  4. Review each task—account name, type, date/time, notes, and status.
  5. Mark complete, edit, delete, or add the related account to a route.
  6. Use Add to create a new task or follow-up for an account.

Features include

  • View Pending and Completed – See open tasks under Not Completed, and finished ones under Completed.
  • View task details – Each item shows the linked account, follow-up date/time, task type, priority, notes, and completion status.
  • Filters – Narrow by task type, priority, and start/end date. Filters can stay saved for your next visit.
  • 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.
  • Edit a task – Change date, time, duration, type, priority, assignee, notes, or completion status, then save.
  • Mark complete / incomplete – Check off a task when done, or mark incomplete again if needed.
  • Add to Route – Add the account linked to a task to your current route.
  • Delete a task – Remove a task you no longer need.
  • Calendar sync – If Google / Microsoft / Apple calendar sync is enabled, tasks and follow-ups can be sent to your calendar.
  • Recommended Follow-ups – On Home (when enabled), CallProof may suggest follow-ups based on recent activity.
  • 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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