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BMexa phone app

Using BMexa on Android: sign-in, calls, site visits, notifications and offline use.

6 articles

  • Getting BMexa on your phoneOpen BMexa in your phone’s browser and add it to the home screen; it then opens full-screen like an app, with the phone layout, notifications and offline saving.
  • Signing in on your phoneSign in with your Company ID, username and password; stay signed in for 30 days; what to do when a sign-in code is asked for or you forget your details.
  • The phone home screen and tabsWhat each tab holds, what the Home tiles count, the bell, the Me sheet and the + button.
  • Calling and logging from your phoneTap Call, WhatsApp or SMS on a client; when you come back, the activity log opens so the call is never lost. What masked numbers mean.
  • Site-visit check-inRecord a site visit from the phone with your location checked against the project site and an optional photo of the client at the site.
  • Push notifications on your phoneBrowser notifications, the in-app bell, WhatsApp lead alerts from BMexa’s number, and what each one needs to work.
Other topics
  • Getting started
  • Clients & leads
  • Follow-ups & activities
  • Bookings & payments
  • Projects & inventory
  • Finance & post-sales
  • Channel partners
  • Team & permissions
  • Integrations
  • Automations & WhatsApp
  • Marketing
  • Reports
  • Account & settings
  • Billing & subscription
  • FAQ & troubleshooting
  • Privacy & security
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