The mobile app

The phone app is not a cut-down view of the web app. It is where several parts of the job actually happen — because the phone is the thing with the camera, the card reader and the person standing in the customer's hallway.

What it carries

Five tabs along the bottom:

• Schedule — the week's visits and everything you can do to one. See The schedule on your phone.
• Quotes — the full lifecycle, plus the leads inbox and Magic Quote. See Quoting from your phone.
• Customers — search, and a customer's payment history and quotes.
• Dashboard — the owner's numbers, riding along.
• Settings — the app lock, payment methods, calendar feeds and the rest.

Signing in

The app signs in to the same company with the same credentials as the web app, and it talks to the same API — so there is no second account to keep, and no second set of rules about who may do what.

You can also register a whole new company from the phone. A bot check runs in a sheet for that one moment, and the device's time zone is sent along, so a new company's quotes are dated correctly from day one.

The session lives in the platform keychain or keystore rather than in a file.

Biometric app lock

Turn it on in Settings and the app is guarded by Face ID, Touch ID or Android biometrics, with the device passcode as the fallback for the times a fingerprint will not read. It matters more here than on a laptop: a phone left on a counter in somebody else's building is a different threat from a computer in an office.

Phones and tablets

One codebase, native rendering on both platforms, and layouts for phones and tablets in every orientation. On a tablet the app is not the phone layout stretched — it is a two-pane design that shows a list and what you selected from it at the same time.

The office and the van see the same thing

Every price is computed on the server, every permission is the same one the web app enforces, and every record is the same record. There is no "phone version" of a quote to reconcile later.