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Platform guidebook
Mobile guide

Mobile App and Offline Workflow Guide

Use role-aware mobile navigation, secure APIs, camera uploads, offline drafts, retry queues, deep links and notifications.

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Who this guide is for

Customers, suppliers, professionals, contractors and administrators

Expected outcomes

Use the correct role workspace
Capture field evidence safely
Recover from low connectivity
Open authorised records from notifications

Step-by-step workflow

1

Sign in securely

Use the shared authentication backend, protected token storage, session expiry and server-side permissions.

2

Use role workflows

Customers, suppliers, professionals, contractors and admins receive different navigation and actions.

3

Capture and sync

Save supported drafts, compress photographs, show pending/syncing/synced states and retry safe operations.

4

Follow deep links

Open products, quotes, projects, tasks, invoices and support records only after an authorisation check.