The phone home screen and tabs

Home

Home greets you with what needs you today: four tiles, Overdue, Due today, New clients and Upcoming; the Open my actions button; quick actions Check in site visit, Add a client, Call today’s list and Inventory; and Latest alerts with See all. The bell at the top right opens your notifications with the unread count; the round + button adds a client.

The tabs

• Clients: your client list with search by name or mobile and chips All, New, Today, Pending, Future, Success. Hold a client to select several, then call them one by one, reassign or revive.
• Actions: follow-ups due, in four chips: Due today, Overdue, New clients and Upcoming. The badge on the tab is the number waiting. A red bar at the bottom warns about overdue actions.
• Team (managers): the team’s day, with totals for Overdue, New, Due today and Activities, and each person’s calls, visits and first-response time.
• Me: your profile card with Username and Company ID, Location sharing status, Lead alerts on WhatsApp, Signed-in devices with Sign out per device, Sign out and Sign out everywhere.
• Front-desk users see Desk (walk-ins), Partners, Inventory and Me instead.

Detail screens

A client, a site visit or a notification opens above the tabs with a back arrow and the screen title in the app bar, and the bell on the right. The tabs stay at the bottom so you can jump back to Home or Actions at any time.