1. Do step 1 below, to install the app on your phone.
2. On the phone, open the set-up link you were sent. Open it in Chrome.
3. The app opens at Cloud sync with your email filled in. Type the temporary password from the message.
4. Tap Sign in.
5. Type the team passphrase. Your admin tells you it separately.
6. Tap Unlock. The accounts, belt data and the team's calls arrive by themselves.
7. Tap Change your sign-in password.
8. Type a new password twice, then tap Change it.
9. Do step 6 below, to add your email address.

Skip steps 3 and 4: in a team, the admin loads the accounts and the belt data for everyone. To use the app on your PC as well, do step 2, then open the same link there.

On an Android phone:

1. Open the app's web address in Chrome on your phone.
2. Tap the three dots at the top right of Chrome.
3. Tap Add to Home screen, then Install.
4. From now on, open Field CRM from its icon on your home screen, not from Chrome.

On an iPhone:

1. Open the app's web address in Safari.
2. Tap the Share button (the square with an arrow).
3. Tap Add to Home Screen, then Add.
4. From now on, open Field CRM from its icon on your home screen, not from Safari. Your data is kept safe there; a Safari tab can lose it after a week unused.

Once it has opened once, it works with no signal.

On an iPhone you can't share a file into Field CRM from another app; use its own import buttons instead. If the microphone button doesn't work, use the microphone on the keyboard.

1. Open the same web address in Chrome or Edge.
2. Bookmark it.

Plan the week on the PC. Do the calls on the phone. Cloud sync keeps the two in step.

The app arrives empty. You load your own customers, and they stay on your devices and your encrypted cloud copy.

1. In Dynamics, open the ANZ Active Food Contacts view.
2. Export it to Excel (.xlsx).
3. In Field CRM, tap ⋯ at the top right of Home, then Settings.
4. Tap CRM and belt data.
5. Under Contact database, choose the file.
6. Tap Import CRM export.

Do this again whenever the CRM changes. Monthly is plenty. With cloud sync on, your phone gets the accounts by itself.

In a team, only the admin does this and step 4. Everyone else gets the accounts and the belt data from the cloud.

1. Tap ⋯ on Home, then Settings, then CRM and belt data.
2. Under Belt reference data, choose Plant_Audit_Template_1.xlsm.
3. Tap Import plant audit workbook.
4. Leave the screen on until it says it has finished. It takes a few seconds.

The newer audit form (FORM v1.2) doesn't import yet. Use Plant_Audit_Template_1.xlsm.

The plant audit register (which belts are installed where), if you have it, is under CRM and belt data too. The engineering manuals have their own section in Settings (see How do I… Get the engineering manuals), and the zone overrides file is under Other imports.

You get the project address, the key and your sign-in from whoever set up the cloud project.

1. Tap ⋯ on Home, then Settings, then Cloud sync.
2. Paste the Project address and the Publishable key. A set-up link fills these in for you.
3. Type your email and password.
4. Tap Sign in.
5. Type your passphrase. On your first device, type it twice to set it. If you are in a team, type the team passphrase you were given.
6. Tap Unlock.

Keep the passphrase in your password manager. Without it nobody, including you, can read the cloud copy.

In a team, Cloud sync shows the team's name and its admin. The team shares its call reports, visits, account plans, opportunities, product ideas and the Intralox people, and the CRM accounts and belt data the admin loads. Your tasks stay yours.

To change the passphrase (on your own, or as a team's admin):

1. In Cloud sync, tap Change the passphrase.
2. Type the current passphrase, then the new one twice.
3. Tap Change it.

Devices already unlocked carry on. New devices, and colleagues, use the new one.

After that it runs by itself: when the app opens, when you come back to it, when signal comes back, and a few seconds after any change. With the phone and the PC both open and online, a change on one shows on the other within a few seconds. Cloud sync in Settings says "Live updates: on" while that is working.

1. Tap ⋯ on Home, then Settings, then Your details.
2. Type your email address.

Outlook uses it as the organiser on the invites. Without it, the people you invite are left off.

1. Tap New on Home.
2. Tap Site call.
3. Type part of the account name, and tap the account.
4. Tick the people you're seeing.
5. Tap Start the call.
6. Tap Belt, Project, Note, Health check or Task to log something.
7. Tap Done at the top to save it.
8. When you're ready to send the notes, tap Create and share at the top of the call.

1. Tap Plan on Home.
2. Pick a Zone to see that patch, or click Search the whole account book and type. The list below changes as you type.
3. Click an account, or drag it onto a day.
4. Set the time, how long, what it's for, and who you'll see.
5. Click Save.

Drag a visit to another day to move it. The coloured chips filter by focus. To end a search, click × beside the box, or press Esc.

Under the zone, click Add to mark it as this week's territory. Once it is marked, it says so with a tick. Further down, Territory this week still downloads the week markers.

Week and Day run Monday to Sunday. Saturday and Sunday are narrower and shaded. A visit booked on a weekend stays there.

1. On Plan, click ⋯ at the top right of the calendar.
2. Click Download to Outlook.
3. Open the file it gives you, and accept it in Outlook.

Only visits that changed since last time are in the file, and downloading again updates Outlook rather than adding a second copy. The colour on a visit: blue is not in Outlook yet, green is in Outlook, orange has changed since. Download again.

Your tasks with a date go in the same file, as appointments at their time. They have no invitees, so Outlook sends nothing, and they carry the category "Field CRM task". Ticking a task done in the app does not change Outlook.

1. Tap Plan on Home.
2. Tap Day, Week or Month.
3. Use the arrows to move. Tap Today to come back.

In Month, each day shows how many visits (navy), tasks (light blue) and quote requests (orange) it has. Tap a day to see it.

1. Tap Plan on Home.
2. Tap Team in the row of chips. Your colleagues' visits show, each with their name.
3. Tap a visit. If it has been written up, the report opens to read. If not, the app says whose it is and when.
4. Tap Team again to go back to your own.

The Team chip appears only when your team has more than one person. A colleague's visits are theirs to move or change.

1. Tap Plan on Home.
2. Tap Visits, Tasks or Quotes to show only those. Tap it again to show everything.
3. To find something, tap the search icon at the end of that row and type a word.
4. Tap a result. A task or a quote request opens; a visit takes the calendar to its day.

With Tasks picked, the search looks at tasks only. The filter goes back to All each time you open the app.

1. Tap Plan on Home.
2. Tap the visit. Or tap ⋯ on it, then Start the call.

On the PC, click the visit, then Start the call at the bottom. Anything you changed on it is saved first.

The call opens with the account and the people already filled in. Once started, the same button says Open the call.

1. Tap New on Home.
2. Tap Site call, Phone call or Teams call.
3. Type part of the account name, and tap the account.
4. Tick the people, and tap Start the call.

It goes on the calendar by itself, at the time you started it.

1. Tap New on Home.
2. Tap Book a visit.
3. Tap the account.
4. Pick the day.

1. Tap Plan on Home.
2. Tap ⋯ on the visit.
3. Tap Close out, Move, Missed or Cancel.

Close out is for a visit with nothing to write up. It still counts as a visit. The same menu has the contacts' numbers, and Reopen for a visit that's already closed.

1. In the call, tap Belt, Project, Note or Health check.
2. Fill it in.
3. Tap Done at the top.

A note saves itself to the call log as soon as it has text, and a project as soon as it has a name. Every change saves as you type, and the form says so at the top. Done takes you back. Rub out a new one before you leave and it's taken back out.

A belt or health check saves on Done. Leave one with nothing typed and nothing is saved. Leave it half filled and it's kept as a draft for next time. A health check needs a severity.

The belt form is in sections: Belt data, Sprockets, Flights and sideguards, Photos and comments, and Quote contact. Tap a section's name to open or close it. A closed one shows a line saying what's in it. A new belt opens on Belt data; a belt you've already logged opens with them all closed.

1. In the call, tap ⋯ beside Create and share at the top.
2. Tap the form, for example Evaluation: Freezing and chilling tunnel.
3. Check the customer details and Entered by: they come from the call.
4. Answer what you can. Tap an answer to pick it, and tap it again to clear it. Tap Estimate beside a number that is one.
5. For each conveyor, tap Copy from a belt logged to bring in a belt you logged in this call. Tap Duplicate to copy a conveyor and change only what differs, or Add a conveyor for another.
6. Add photos under Photos. On the PC, a copied picture pastes in with Ctrl and V.
7. Tap Done.

Starred answers are the ones the engineer needs. They are counted, never forced: Done keeps what is there, and the evaluation says what is still to come. Tap the evaluation in the call log to carry on.

To send it, tap Create and share, then Evaluation only under Include, then the way to send it. The full call notes list the evaluation and say it is its own document. Log it as a belt on a conveyor puts it in the call log as a belt, ready for a quote.

Every free-text box on a call has a microphone beside Tidy: the note, a project's next action or notes, a belt's comments, and a health check's fault, recommended action or comments. So does a task's notes, and every text box on an opportunity's map and Blue Sheet, the account plans, product ideas, a visit's agenda and your CIP.

1. Tap the microphone.
2. The first time, allow the microphone when the phone asks.
3. Talk. Your words appear in the box as you speak.
4. If you stop to think, it pauses and keeps your words. Tap Continue to carry on.
5. Tap Finish when you've finished.
6. Wait a few seconds. Claude's version shows above yours.
7. Change anything you want in it.
8. Tap Use this to put it in the box, or Keep mine to keep what you said as it is.

Or hold the microphone while you talk, and let go when you've finished. While you hold it, it keeps listening through pauses.

Chrome sounds an alert each time the microphone starts listening. Pausing doesn't start it again; only Continue does.

Say how you want it laid out as you go: "make that a bullet list", "scratch that", "delete the last sentence", "new paragraph". Claude does it and leaves those words out.

To tidy something you typed, or dictated with the keyboard's microphone:

1. Tap Tidy under the box.
2. Wait a few seconds, check Claude's version, then tap Use this or Keep mine.

It fixes punctuation and voice-typing mistakes and turns several points into bullets. It keeps your facts and numbers and adds nothing. Check it anyway.

The microphone uses the phone's own speech recognition, which needs signal and keeps no recording. If there's no microphone beside Tidy, this phone's browser doesn't offer it; the keyboard's microphone still works.

It needs signal and cloud sync signed in. The text in that one box is sent to Anthropic (the company behind Claude) to be tidied, without the app's encryption. Nothing else is sent, and nothing is sent unless you tap the button.

If it says the AI key has not been added, it hasn't been set up yet.

1. In the call, tap Summary for the report near the top.
2. Tap Write summary.
3. Wait a few seconds. The AI writes a short summary of the visit and the next steps from everything you've logged.
4. Change anything you want, then tap Use this.

The summary goes at the top of the full call notes. It isn't put in the health check or belt requirements documents. You can also type or dictate it yourself, and change it any time.

To tidy every box in the call at once, tap Tidy all notes in the same place. Each tidied box is listed and ticked. Untick any you want to keep as they are, change any wording, then tap Use ticked. Keep all mine changes nothing.

Each box tidied counts towards the 200 a day.

1. In the call, tap Belt.
2. Tap Read a spec sheet.
3. Take a photo of the sheet, or choose one from your photos.
4. Wait about 5 to 10 seconds.
5. Check every tinted box. Change anything that's wrong.
6. Tap Done.

Only empty boxes are filled. Anything you'd already typed or picked stays as it is. A tinted box goes back to normal once you change it.

The line under the button says what was filled, what was left alone, and anything it couldn't read. Series, style and materials have to match your belt reference data; anything that doesn't is listed for you to pick.

The photo of the sheet is kept with the belt. It needs signal and cloud sync signed in, and the photo is sent to Anthropic to be read. It counts towards the 200 a day.

1. Tap Strategy on Home.
2. Tap Large accounts, Blue Sheets or Account plans.
3. Tap one to open it.
4. Tap the back arrow to come back to the list.

The tabs follow the order the work goes in: the large account plan leads, its Blue Sheets are the opportunities that need particular relationships to reach an outcome, and the sites' account plans take their lead from it. Large accounts show their sites, Blue Sheets and site plans, and when they were last reviewed. Blue Sheets are listed by close date, nearest first, with their position and red flags. Account plans show their goal, last changed first.

In a team, Mine shows your own and Team your colleagues'. The search icon looks through all three lists, everyone's, by name, account or person.

To start a new one from here:

1. On Large accounts, Blue Sheets or Account plans, tap the circle-plus on the tab.
2. Type the account's name, then tap it. For a large account, pick one of the customer's sites; the plan takes in its other sites.
3. Fill it in, then tap Done. Back comes to Strategy.

If the account already has an account plan, or the site is already in a large account, the list says so and tapping it opens that one.

1. Tap Performance on Home, then the CIP tab.
2. Tap ⋯ at the top right.
3. Tap Import a CIP and MBO file.
4. Pick the file the CIP and MBO page saved with Save HTML copy. It brings everything: your plan, your MBOs, the four pillars and the reference. A file saved with Save to file works too, but holds no reference.
5. If the app asks whether to replace what is there, tap OK.

Do this on one device. Cloud sync takes it to your others. Your CIP and MBOs are yours alone: they never go to your team, the admin included. They are not in the app itself either, so each person brings in their own.

1. Tap Performance on Home, then the CIP tab.
2. Pick the period at the top, for example 2026 H2 year-end.
3. If it hasn't been started, tap Start. Starting from the period before carries your goals and development plan forward.
4. Type into the boxes. Everything saves as you go.
5. To fill a box from the list, pick from the list above it. The words drop into the box and can be changed.
6. To see what you wrote before, tap Compare with and tap a period. What you wrote then shows in grey under each box.
7. When the review is done, tap ⋯, then Lock. Tap ⋯, then Unlock to change it again.
8. To send it, tap Create and share. Tick the box to add the reference at the end, then tap Create and share.

Each goal, strength and gap can be locked on its own with Lock, and opened again with Edit. The bin removes one, after asking.

Four pillars shows how your time splits across your role. Type the share now and the target for each pillar. Tap + to add a bubble, and tap a bubble to write its plan or move it to another pillar. On the PC you can also drag bubbles. Reference shows the job indicants, the LCI principles, the BU goals and the booklist.

1. Tap Performance on Home, then the MBO tab.
2. Pick the year at the top.
3. On a phone, tap the quarter: Q1, Q2, Q3 or Q4. The PC shows all four.
4. Tap + in an MBO's row to log a completion.
5. Type the customer, site or book. Add the date and the proof reference if you have them.
6. Tap Done.
7. When a quarter is submitted, tap Lock at the top of its column.
8. To make the claim, tap Create and share, pick the quarter, then tap Create and share.

Each quarter pays up to a quarter of the annual cap. Anything over carries to the next quarter, and whatever is still over after Q4 is not paid. A Mega MBO marked Met pays its share of the cap on top. A locked quarter keeps the values it was locked at, even if the list changes later.

Tap an MBO's name to see the proof it needs. To change the list, tap ⋯, then Edit the MBO list. If the list is locked, tap ⋯ and unlock it first. A new year starts by copying last year's list.

To plan next year's MBOs while this year's run:

1. Tap ⋯ on the MBO screen.
2. Tap Plan the next year's MBOs. It starts from this year's list, with no values.
3. Tap ⋯, then Edit the MBO list, and add, change or remove MBOs. This year's list is not touched.
4. To make an initiative one of next year's MBOs, tap its name, then Make it one of the next year's MBOs.

Next year's list says Planning until 1 January, then it is that year's list. Add the values once they're agreed.

1. In the call, tap MBOs and initiatives, under the summary.
2. Tick each one this call counts towards.
3. Tap Done.

A tick goes into the call's quarter (January to March is Q1), with the account and the date. Untick it to take it out. Moving the call to another date moves its ticks. A locked quarter can't take new ticks.

To have one tick itself:

1. Tap Performance on Home, then the MBO tab.
2. Tap the MBO's or initiative's name.
3. Under Ticks itself when a call, choose what the call must be: the account's focus, the call type, a health check, a project, a project moved to Complete, or a belt mentioning a product.
4. Tap Close. Calls already made this year are counted too.

Everything you set must be true for the tick. Untick a rule's tick on the call, or delete it on the MBO screen, and the rule leaves that call alone.

Initiatives sit under the MBOs and earn nothing. To add one, tap Add initiative at the bottom of the MBO screen. To make one count towards an MBO, open it, pick the MBO under Counts towards an MBO, and pick the quarter it starts from. From then on a call ticked on either counts on both, and is paid once.

A task can count too: open the task, pick it under Counts towards. It counts in the quarter you tick the task done. A CIP goal with a related MBO shows that MBO's count for the year.

Your MBOs, initiatives and ticks are private. They are kept with your MBO list, never on the call, so your team never sees them.

1. Open the account: tap Directory on Home, then the account.
2. On the Opportunities card, tap New opportunity.
3. Type its name, then tap Done. The map opens with the end user (the account) and Intralox already on it. Or describe it instead: see Set up an opportunity by describing it.
4. In the list beside the map, tap the circle-plus next to Head contractors, OEMs and integrators or Consultants.
5. Type the company's name, or pick it from your customer list, then tap Add.
6. Tap the table icon next to a party to add its people.
7. Type one person per row. Only the name is needed. Add their title, who they report to, their part (E, U, T or C) and whether they are helping us if you know them.
8. Tap Done.
9. Tap the circle to the right of each party's name to say whether it has specified Intralox: once for Specced, again for Unsure, again for Not specced.
10. To link two people, tap one, tap Link to…, then tap the other, or the opportunity.
11. Add red flags and strengths in the panel, and pin each to a person or a link.

Each party has its own colour: the end user dark blue, head contractors dark cyan, OEMs and integrators grey, and Intralox red, around the opportunity in orange. People hang under their party as an organisation chart, each under who they report to. A party that has not specified Intralox, or is unsure, has a dashed orange edge, so it stands out.

Tap a party to say where a head contractor stands (Bidding, Appointed or Out of it), who an OEM works for, and which belting an OEM prefers. An OEM can work for a head contractor or for another OEM or integrator, so a conveyor builder under a line integrator under the head contractor draws as a chain. Under Works with, an OEM or a consultant ticks the other parties it deals with and how (for a consultant, Specifies for or Advises); each draws its own line. A consultant is an engineering firm or designer working with the end user and the OEMs. An OEM, contractor or consultant that is one of your customers in the CRM shows its account manager, who covers its people by default as at a site. On the Blue Sheet, anyone with a part in the decision whom nobody of ours covers is listed as a gap, wherever they work. Intralox is ticked to start; tap a supplier to add or take it off, or type another and tap Add.

Tap a person to see their relationships on their own: everything else fades. Their role, view, rating, win and evidence are under More detail. Tap the opportunity to see everyone again.

At the top of the list, People shown hides everyone's people, and Links on hides the relationships between people. The eye next to a party hides just its people. The list keeps each party's people folded away: tap the arrow at the left of a party to show them, and again to fold them away. On a large account's map the list names a site without the account's own name, so Sample Foods - Northside reads Northside there; the map shows the full name.

On the PC, drag a party, or the opportunity, to move it; its people move with it. On the phone the list folds above the map; tap Parties and people to open it. Drag the background to move around, and use − and + to zoom.

Everything saves as you go, and the team shares it. To add the objective, value and close date, change the name, or record how it ended, tap Details. A map made before this change is sorted into parties the first time it opens.

Every text box on the map and the Blue Sheet has a microphone beside it. Tap it, talk, then tap Finish: Claude tidies what you said, and you check it before it goes in.

To delete the opportunity, tap the bin at the right-hand end of the bar above the map, or the bin on its card on Strategy or on the account. It says what will be lost and asks first.

1. Open the account, then tap New opportunity on the Opportunities card.
2. Type a name if you have one.
3. Under Or describe it, tap the microphone and say what the project is: who it is for, the head contractor, the OEMs, and anyone you know at each. Tap Finish.
4. Claude reads it. Check the list: each company and person found is ticked.
5. Untick anything that is wrong.
6. Tap Make the map.

Companies are matched to your customer list where they can be, even if the voice typing misspelt them a little. A company with several sites needs the site said. Anyone new at one of your customers joins its contacts, marked Not in Dynamics yet. Someone already on another Blue Sheet brings their part and stance as estimates.

To add more to a map later, tap Add from a description at the top of the list beside the map. Parties and people already on it are not added twice.

It needs signal and cloud sync. Only the description and the customer's name go to Claude, never your customer list.

Anyone you add to a map under one of your customers joins that customer's contacts, marked Not in Dynamics yet. The team sees them too. They stay through every CRM import until Dynamics has the same name at that customer, then the mark goes by itself.

They go to CAG with the other changes: see Owners, moved contacts and changes for Dynamics.

When you type a name into a party's table and that person is on another Blue Sheet at the same company, their part and whether they helped us are filled in from the latest one. These boxes are dashed: they are estimates. Change one and it is yours; leave it and it stays marked. On the map, tap the person to see the estimate and their other Blue Sheets. Choosing their part or stance there confirms it.

To record how an opportunity ended:

1. Open the opportunity and tap Details.
2. Under Outcome, tap Won, Lost or On hold.
3. Tap Done.

The outcome shows on Strategy, goes with each person's history into the next Blue Sheet, and the coach reads both.

1. Open the opportunity from its account.
2. Tap Blue Sheet at the top.
3. Fill in the salesperson, the current volume and the total potential volume.
4. Under Where we stand, set the adequacy of our position from −5 (panic) to +5 (euphoria), and type it in a word, for example Concern.
5. Tap one chip in each row: our position against the competition, the place in their funnel, and the timing for priorities.
6. Under Ideal customer criteria, type each criterion and tap Add. Pick how well they match, from −5 to +5. The total adds itself up.
7. Under Buying influences, tap a person to open them. Set their part in the decision, and a second part if they have one. Set how much they sway it and how they see it.
8. Set how well our base is covered with them, from −5 to +5, and type the evidence for it.
9. Type their personal win and the business result they want.
10. Under Gaps, tap Add as a red flag for any gap that matters. Under each red flag, type the information needed and who it is from.
11. Under Possible actions, type each action and tap Add. Type who does it and when.
12. Tap the star on each action in the best action plan.
13. To put an action in your calendar, tap Make a task next to it.
14. Under Communication notes, pick the date, type who you spoke to and what about, then tap Add.

Who covers each person comes from the map: link one of ours to them with Our coverage. The Gaps list shows what is missing: nobody who signs the order, no coach, someone not covered, or a part not known.

On the map, the opportunity shows where we stand, a card shows both parts (E/T), and the stripe down a card shows how well our base is covered with that person. With nothing selected on the map, the panel beside it has the same three rows of chips.

The Blue Sheet works the same on the phone and the PC. Tap Map to go back to the map.

To get coaching on it:

1. On the Blue Sheet, tap Coach. It needs signal and cloud sync.
2. Read where it stands, the biggest risks, who to see next and the questions to ask.
3. Under Suggested for the Blue Sheet, tick the red flags, strengths and actions you agree with.
4. Tap Add ticked to the Blue Sheet.

The coaching is kept with the opportunity, so Coach shows it again with no signal. After the sheet changes, tap Write it again. The coaching is never in the Blue Sheet document.

1. Open the opportunity, then tap Blue Sheet at the top.
2. Tap Create and share.
3. Tap PDF or Excel.
4. For a PDF, tick the box if the relationship map should go too.
5. Tap Create and share.
6. For a PDF, the print screen opens. Choose Save as PDF as the printer.
7. On the phone, tap the round PDF button. On the PC, click Save.

Both follow Miller Heiman's own Blue Sheet, in its order and with its letters, so anyone who knows the form can read it. The PDF is A4 and is named after the account and the opportunity. The Excel copy is laid out in the template's own cells, so it opens in Excel and can be imported back. Excel can't carry the map. The map is left out unless you tick it, because it is your planning view.

1. Open the account: tap Directory on Home, then the account.
2. On the Opportunities card, tap Import a Blue Sheet.
3. Pick the Blue Sheet file, either .xls or .xlsx.
4. The map opens with everyone from the sheet in their lanes. On the PC, drag them where you want them and link them.

It brings in the objective, the position and its ticked boxes, the ideal customer criteria, the buying influences with their roles, influence, mode, rating and evidence, the strengths, the red flags, the possible actions, the best action plan, and the communication notes. Anyone the sheet names as an OEM or consultant goes in the OEM lane. The opportunity goes on the account you are on, whatever account the sheet names.

1. Open one of the customer's sites: tap Directory on Home, then the site.
2. Tap the Account plan card.
3. Tick Large account: several sites under one plan.
4. Tap Done. The large account opens on its own map. Each site has its own box, with the people from its opportunities under it.
5. If a head office or group account drives the sites, tap the circle-plus next to Corporate in the list beside the map, then type its name or pick it from your customer list.
6. If the head office is at one of the sites, tap that site on the map instead, then tick Head office here.
7. To add another site, tap the circle-plus next to Sites in the list beside the map, pick the customer, then tap Add.
8. If group engineering sits at one of the sites, tap that site, then tick Group engineering here.
9. Under Engineers for, tap each site it looks after. To tick every site in a state at once, tap the state.
10. For a division with its own sites and engineering, tap the circle-plus next to Divisions and type its name.
11. Tap each of the division's sites, then pick the division under Division.
12. For group engineering that isn't at a site, tap the circle-plus next to Group functions and type its name. Tap it, then pick who it reports to under Reports to, and under Covers tap the sites it looks after.
13. For an OEM, tap it, then under Works with tick each site or engineering group it deals with. For each, tap how: A person (then pick who), Site management, Group engineering, Procurement, Specifies for, Advises or Other, and type how it works.
14. For a head contractor, tap it, then under Works with tick the sites it works at. For a consultant, tick the sites, group engineering and OEMs it works with, and how. An OEM that sells through a head contractor keeps both lines: tick its sites, then pick the head contractor under Who they work for.
15. Tap the table icon next to a site or the corporate account to add its people. Link people across sites with Link to….
16. Tap a site to open its account plan or one of its opportunities.
17. Tap Plan at the top to open the plan behind the map. It has the same tabs as the Large Account Plan in Dynamics.
18. On Key info, fill in the plan revenue, the year and the SharePoint link, then the description: the Intralox vision, the account overview, their business goals, the key insights and the Intralox position.
19. On Objectives, tap Add an objective. Type its name, description, revenue, period and owner.
20. Lower down, add the strategies, the investment and the actions. Give each action an owner and a due date. Tick one when it is done, or tap Make a task.
21. Activities lists the visits and calls at the plan's sites and corporate accounts. Tap one to open it.
22. On Accounts, check the sites. Tap × to take one out, or type a name and tap Add. You can also take a site out from its panel on the map: tap Take out of the plan.
23. On SWOT, add strengths, weaknesses, opportunities and threats.
24. On Success factors, type up to six critical success factors.
25. Team shows our people on the map. Tap Add or change on the map to change them.
26. After a review, tap Reviewed today on Key info.
27. To put it into Dynamics, tap Copy for Dynamics on the PC. Tap Copy beside each field, then paste it into the same field in Dynamics.
28. To send the plan, tap Create and share.

Sites are grouped by the customer's name before the " - ", or by a group or parent account column if your CRM export has one. Every site in the plan shows a Large account card on its account screen. It says where the site sits: the corporate account or head office over it, its division, the site that engineers for it (or the sites it engineers for), the group functions over it, its OEMs and the account team leader. Tap the card to open the map with that site chosen. Ticking the box on another site of the same customer adds that site to the same plan.

The large account's map is its own, kept with the plan. The sites on it follow the plan's site list: add a site to the plan and its box appears; take one out and its box goes, unless you added people under it. The map reads top-down: corporate or the head office at the top, with the functions that report to it; then the divisions; then each engineering group with the sites it serves stacked under it; then the OEMs and head contractors, and Intralox at the bottom. A site nobody engineers for hangs from its division, or from the top. Once an OEM's Works with is set, its lines go to those boxes, labelled with how it works. The account's own name is the title at the top of the screen. The first time the map opens it starts with everyone from the sites' opportunities, once each, under their own site; after that, people added to it stay on it and not on the opportunities. A new map has no corporate box until you add one, so nothing appears that isn't a real account or site. Each site starts with every contact the CRM export has for it, and a later import adds anyone new. A site that had nobody on it shows them in the list beside the map but not on the map itself; tap the eye next to the site to draw them. OEMs, head contractors and any other box that is one of your customers fill the same way; a box whose name you typed can be tied to the customer list with Match to a customer in its panel. Taking a site out of the plan takes its contacts from Dynamics with it, unless you have worked on them. A map made before this change keeps its group box as the corporate account, with its people; if that box was never used, it is taken away. Tap Map at the top of the plan to go back to it. Open opportunities are listed from the sites' opportunities. Create and share puts the account's map in the document.

To take a site out, untick the box on its account plan. To delete the whole plan, tap the bin at the top of the plan. The sites, their own plans and their opportunities stay.

1. Open the opportunity at one of the large account's sites. It is linked to the large account from the start; to start one there, tap the site on the large account's map, then New Blue Sheet here.
2. Make sure Map is selected at the top.
3. In the panel beside the map, under Large account, pick the plan's objective it delivers under Delivers the objective.
4. The large account's boxes over this site come onto the map, each with a chain: corporate or the head office, the site's division, the group functions over it, the site that engineers for it, and the OEMs that work with any of them. Their people come with them.
5. Tap one of them to set whether it has specified Intralox, or tap Add or change people.
6. To change what a box is, who it covers or which sites it engineers for, tap Open the large account map and change it there.
7. To take them off this map, tap Unlink under Large account, then tap OK. It stays unlinked; Bring in the large account links it again.

The boxes with a chain stay on the large account plan. Their people, the links between them and whether they have specified Intralox are kept there, so a change on the opportunity shows on the large account's map and on its other opportunities, and a change there shows here the next time the map opens. Where you put a box on this map is this opportunity's own. Links you draw between this opportunity's people and theirs stay with the opportunity. The Blue Sheet, the coach and Create and share include them. Unlink deletes nothing.

1. To show someone reporting to a person at another site, tap them on the map.
2. Under Reports to, pick their manager. People at the same site come first; people at the other sites are listed under each site's name.
3. They stay under their own site, and a Reports to line runs across to their manager. You can also set it in the Reports to column of the people table.
4. To see your relationships, tap yourself in the Intralox box.
5. Under Their relationships, the line at the top says how many are left to rate. Sites with some to rate come first, already open, with those relationships at the top. Tap any other site's name to open it.
6. Tap Strong, Neutral, Weak or Hostile on a row to set that relationship. If you know there is a relationship but not how strong, tap Unknown.
7. To change its kind or add a note, tap the person's name. Tap Back to and your name to return to the list.
8. To switch off the account manager's default links for a site, tap the site, then untick covers everyone here.
9. To record who of ours knows someone, tap them, then under Known by tap each of our people who does. The relationship is made with strength Unknown; rate it under Their relationships.

Each site's account manager, from the CRM export or as reassigned in the app, joins the Intralox box when a map opens and has people at that site. If you take them off the map, they stay off. They have a default link to everyone at their sites, shown as a dashed line only when you tap them or one of those people, and marked not rated yet in the list. A default link is not counted as coverage on the Blue Sheet until you rate it; rating it makes it an ordinary link. A relationship rated Unknown stays dotted and stays on the list to rate. Neither an Unknown one nor a default one counts as coverage: the Blue Sheet lists it as a gap, for example "Ben Rose's relationship with Pat Plant is unknown", which you can make a red flag.

An OEM, integrator, head contractor or consultant is one company, whichever large account or Blue Sheet it is on. Its people, who they report to, and their relationships with our people are kept once and shown the same on every map.

1. On a map, add the company by its name, or match it to its account in the customer list.
2. If it is already on another map, its people come in with it, with our relationships with them.
3. Add or change its people, or rate a relationship, on any map. The change shows on every other map with that company.
4. To see where else it is, tap its box. The panel says Also on and names the other maps.

What belongs to the deal stays with each map: their part in the decision, whether they are helping us, the ratings, wins and evidence on the Blue Sheet, the spec, who they work with, and their links to the customer's people. Hide: not relevant is for this map only.

Take off this map on one of the company's people takes them off the company, so off every map; the panel says so first. Removing the company's box from a map leaves it as it is everywhere else. Where two maps had the same person before, they become one, and the most recent edit or rating is kept.

To change a site's account manager:

1. On a large account's map, or an opportunity's map, tap the site's box.
2. Under Account manager, tap Change.
3. Pick who it is now, or pick Someone else… and type their name. Anyone on the Intralox people list can be picked.
4. Tap Apply.

A box on a large account's map with no account of its own, such as group engineering, a division or corporate, has an Owner instead:

1. Tap the box.
2. Under Owner, tap Change.
3. Pick any of our people, or pick Someone else… and type their name.
4. Tap Apply.

Until an owner is picked, the account team leader looks after group engineering, the head office and corporate. The owner joins the Intralox box with a default link to everyone in that box. To go back, tap Change, then Back to the account team leader. An owner here is not sent to CAG: Dynamics has no account for the box.

To change every site of a large account at once, tap the map's background so nothing is selected, then under Owners tap Change every site. To set the account team leader, tap Change under Account team leader there. The ATL joins the Intralox box at the top, with a default link to everyone at corporate, the head office and group engineering; untick it on any of those boxes to switch it off.

Each person in a box's People list, and in their own panel, has three actions:

• Hide: not relevant: for someone you deal with but who has no say, such as a receptionist. One tap. They stay a contact here and in Dynamics, and nothing goes to CAG; they are just not drawn, not left to rate and not on the Blue Sheet. The crossed-out eye next to a name in the list beside the map does the same. To bring them back, open Hidden: not relevant under the box's People and tap Show again.
• Moved site: they work at another site or account now. Pick it and tap Done.
• Left the company: you are asked first. They come off the map with their relationships and go on the list for CAG, to remove from Dynamics. Until Dynamics drops them, the contact list says they left and they are not offered again.

Take off this map, at the bottom of a person's panel, is for someone added by mistake.

When a contact moves, or their details change:

1. Tap them on a map, then tap Moved site or Details changed. In the Directory, search for them and tap Change.
2. Correct their job title, email or mobile.
3. If they work somewhere else now, type the account under Moved to another account and pick it from the list.
4. Tap Done.

On a large account's map, someone who moved to another of its sites moves to that site's box; someone who moved elsewhere comes off the map. The contact list shows them at their new account, and as moved at the old one, until Dynamics has it.

When you change a contact's job role or title, pick from the list. The lists are the job roles and titles Dynamics already holds, from your CRM export, so what goes to CAG fits Dynamics. If what you need is not there, pick Something else… under Job role, or type a new title: it is kept, and flagged on the list so you check it before sending.

To see what will go to CAG, and send it:

1. Tap ⋯ on Home, then Settings.
2. Open Changes for CAG, at the bottom.
3. Check the To send tab. Each change shows the contact or account, what Dynamics has now and what it changes to, when it was made and by whom. A job role or title Dynamics does not hold is marked not in Dynamics' list.
4. Tap Download for CAG and send the spreadsheet to CAG.
5. When asked, tap OK to mark them as sent. They move to the Sent tab.

An account manager change is on the list as soon as you make it, from a map, Strategy or the planner. Change it again before it is sent and the same row changes; put it back to the owner Dynamics has and it comes off. Once a CRM import shows Dynamics has a change, it moves to Done. The bin on a change takes it off the list; for an account manager, the account stays with the new manager.

The spreadsheet has a sheet each for new contacts, moved contacts, changed details, people who left the company and account owners, with Dynamics' contact ID where there is one. Each row has what Dynamics has now beside what it changes to, when it was made and by whom, and a Check column for anything not in Dynamics' lists. Next time, only changes not sent yet are included; tick Include ones already sent to send them all again. A team member's account manager changes go through the team's admin.

1. Tap ⋯ on Home, then Settings, then Intralox people. Everyone the CRM export names as an account manager or account representative, and your team, is already there.
2. Tap someone to give them a position and a manager, or tap Add someone for anyone else.
3. Type their name.
4. Tap their position: AM account manager, ATL account team leader, ITL industry team leader, SS solution seller (P2P), AE application engineer or TSG technical service group. For anything else, tap Other and type it.
5. Under Reports to, pick their manager if they are on the list. Leave it as Nobody yet if not.
6. Add their email and phone if you have them, then tap Done.
7. To put them on a map, tap the table icon next to Intralox in the list beside the map and start typing their name. Pick it from the list.
8. To see everyone they have a relationship with, tap them under Intralox people in Settings, or tap them on a map and then Their Intralox record.
9. Under Their relationships, each map they are on is listed. Tap Strong, Neutral, Weak, Hostile or Unknown on a row to set it, or tap a name to go to them on that map.

To put our people on a large account or a Blue Sheet:

1. Tap the Intralox box on the map.
2. Tap Add our people.
3. Tick the people to add. They are grouped by position. The account managers of the sites on the map and the account team leader come ticked; anyone already in the box shows as in it.
4. Tap Add ticked.

Someone without a position yet shows what the CRM has them as, for example account manager of 12 accounts. Positions and who reports to whom are added by hand. Deleting someone the CRM put on the list keeps them off it. Typing a name that is already on the list updates that person rather than adding them twice.

The list is shared with your team. On a map, someone in the Intralox box with the same name is tied to their record and shows their position. When their manager is in the box too, they are drawn under them, as an organisation chart. Someone on a map who is not on the list yet has Add to Intralox people in their panel. Deleting someone from the list leaves them on the maps they are on.

Keep an account plan:

1. Open the account.
2. Tap the Account plan card.
3. Type the goal for this account.
4. If the site is in a large account, the plan shows the large account's objectives, strategies and weaknesses at the top. Under Supports the objective, pick the one this site's plan works towards.
5. Tap Add a person.
6. Type their name, or pick it from the account's contacts. People from the large account's map come first; picking one fills in their role and how they see it.
7. Tap their role: Signs the order, Uses it, Checks the spec or On our side.
8. Under How they see it, tap Growth, Trouble, Steady or Overconfident.
9. Add a short note if it helps.
10. Fill in Red flags and Strengths.
11. Tap Done.

Growth means they want more of something; Trouble means something is going wrong for them now; Steady means they see no need to change; Overconfident means they think all is well when it isn't. The brief and the coaching both read the plan. The bin removes a person; the bin at the top deletes the whole plan.

Before a visit:

1. Tap ⋯ on the visit, then Prepare. On the PC, open the visit and click Prepare, or open the account and click Prepare for a visit.
2. Wait 10 to 30 seconds.
3. Read the brief: where things stand, the aim, questions to ask, what was promised last time, and who to watch for.
4. Tap Close.

The brief is saved with the visit, so it's on your phone with no signal. Tap ⋯ on the visit, then Brief, to read it again. Write it again writes a fresh one.

To prepare all of tomorrow's visits at once:

1. Open the calendar on the Day view.
2. Tap Prepare tomorrow.
3. Wait while each visit is written. Visits that already have a brief are left as they are.
4. Tap a visit to read its brief.

During the call:

1. Tap Questions to ask at the top of the call. It shows when the call was started from a visit with a brief.
2. Tick each question as you ask it.

The ticks stay with the call and are never in a report.

After the call:

1. In the call, tap Summary for the report.
2. Tap Coach me.
3. Read what went well, what's still unknown, the next steps, and what to ask next time.
4. To turn a next step into a task, tap Task beside it, check the task, then tap Done.
5. Under Suggested plan changes, tick the ones you agree with.
6. Tap Add ticked to the plan.

Nothing in the plan changes until you tick it, and a suggestion never replaces something already in the plan. The coaching stays with the call and is never in a report. The next brief for that account reads it, so each visit builds on the last.

The coach follows SPIN Selling and Strategic Selling, with Value First, Then Price and The Speed of Trust from the Intralox booklist. It works only from what's logged for that account and says when something is unknown. It needs signal and cloud sync, sends that account's records and plan to Anthropic (and, for a site in a large account, the large account plan: where the site sits in it and the people over it), and counts towards the 200 a day; Prepare tomorrow counts one for each brief it writes.

1. Tap ⋯ at the top right of Home.
2. Tap Arrange Home.
3. Tap ↑ or ↓ beside a tile to move it.
4. Tap Hide beside a tile you don't use. It moves under Hidden.
5. To bring a hidden tile back, tap Show beside it.
6. Tap Done.

The layout is yours alone. Cloud sync takes it to your other devices; your team never sees it.

1. Tap ⋯ on Home, then Settings.
2. Look under the version number, in What's new.
3. Tap a version to see what came with it.

The first time the app opens after an update, it says so once at the bottom of the screen.

1. Tap the camera icon at the top of the call to photograph whatever you logged last.
2. Or tap ⋯ on an entry's card, then Take a photo or Add from photos.

Photos with nothing logged yet go in Loose photos and come out at the end of the notes. Tap a photo to look at it. The × on it deletes it.

On the PC, to add a picture you have copied (a screenshot, or a picture from an email, a drawing or a web page):

1. Copy the picture, for example with Copy image or a screenshot.
2. Open the call. To put it with a belt, project, note or health check, open that entry.
3. Press Ctrl and V.

In an entry, the picture joins its photos and is kept when you tap Done. On the call itself it goes in Loose photos. You can also drag a picture file from a folder onto the screen. Copied text still pastes as text.

1. Tap in the line you want as a bullet point, or select several lines.
2. Tap • Bullets under the box.
3. To take them off, select the same lines and tap • Bullets again.

Pressing Enter at the end of a bullet starts the next one. Pressing Enter on an empty bullet ends the list. The button is under the call summary, a note, a project's notes, a belt's and a health check's comments, a health check's recommended action, a task's notes, a visit's agenda and an opportunity's description. In the notes you send, the bullets come out as a proper list, and a blank line starts a new paragraph.

1. Find its card: a call in Reports, a visit or task on the calendar, an opportunity or plan on Strategy, a product on the Products tab of Plan, or an entry in a call.
2. Tap the red bin on the right of the card.
3. Read what will be lost, then tap OK. Tap Cancel to keep it.

The bin only shows on what is yours to delete. A deleted record also goes from your other devices, and a shared one from the team's, when they next sync.

1. Tap the entry's card to change it.
2. Or tap ⋯ on the card, then Duplicate to start a copy.
3. To delete it, tap the bin on the right of its card.

A copy opens without being saved. Change what's different and tap Done. Photos aren't copied.

1. Tap Plan on Home, then the Tasks tab. Plan opens on whichever of Calendar, Tasks and Products you used last.
2. Open lists what is still to do: anything overdue from an earlier day first, then today, then what is coming up.
3. Tap the box on a task to tick it done. It moves to Done.
4. Tap a task to open and change it.
5. Tap Emails to see only the emails still to write.
6. Tap the circle-plus next to Open to add a task. On Emails, it starts an email.
7. To delete one, tap the bin on the right of its card.

A task still shows on its day in the calendar as well. An overdue one stays on Tasks until you tick it done or change its date.

1. Tap New on Home, then Task. In a call, tap Task. On the PC, click + Task on a day.
2. Type what it is.
3. Tap Done.

It goes on the calendar at the next half hour, for 30 minutes. Change the day or time on the form. Tick its box when it's done.

1. Save the Task Slaughterer file you were given to the PC.
2. In Field CRM on the PC, tap ⋯ on Home, then Settings, then Other imports.
3. Under From Task Slaughterer, choose the file.
4. Tap Import.

Open tasks go on today from 8am. Done ones go on the day you ticked them off. Products go to the Products tab of Plan; saved notes are kept in the backup. Account names that match the CRM are linked; any that don't are kept as typed and listed. Cloud sync takes them to your phone. Importing the same file again adds nothing.

1. Add a task, and tap Write email as its type.
2. Pick the account and contact further down. To fills with the contact's email.
3. Type the Subject, or leave it to use the title.
4. Type the Body, or tap the microphone on your keyboard and dictate it.
5. To have it written for you, tap the microphone beside Draft it, say the points, then tap Finish. The email is drafted straight away. Or type the points and tap Draft it. Check the draft, then tap Use this.
6. Tap Done. The draft stays on the task.
7. When you're ready to send, open the task and tap Open in Outlook. Check it and press Send in Outlook.
8. Tick the task when it's sent.

Open in Outlook starts a new email in your phone's or PC's mail app with everything filled in. Nothing is downloaded. A very long body is copied instead, for you to paste in. Copy copies the body on its own.

If your phone opens a different mail app, set Outlook as the default email app in Android's settings.

Draft it works like Tidy: it needs signal and cloud sync, and sends the points and the task's contact, account and project to Anthropic to write the email. It ends with "Kind regards," so your Outlook signature follows. You can say things like "keep it short" or "put the parts as a list" with the points.

1. Tap Plan on Home, then the Products tab.
2. Tap the circle-plus on the Ideas tab.
3. Type the product, and tap Belt, Sprocket or Other.
4. Type the part number if you have it.
5. Under Customers who want it, start typing a customer, pick it from the list and tap Add. Do the same for each customer who wants it.
6. Check Raised by. It starts as your name.
7. Tap Done.

Each step has its own tab: Ideas, Requested, Approved, Stocked and Not going ahead. To move one on, tap ⋯ on it and tap Move to the next step, or open it and tap the step. The ones most customers want come first.

A product idea has no due date. For a follow-up on a day, tap ⋯ on it and tap Make a task, or tap Make a task in the form. The task is named for the product and carries its customers.

To send the list, tap Share the list at the top. It lists every product by step, with the customers who want each one.

Tap a product to change it. Duplicate on the ⋯ opens a copy to change before it's saved. To delete one, tap the bin on the right of its card.

1. Tap New on Home.
2. Tap Quote request.
3. Under Account, type part of the customer's name and tap the account. If it is not in the CRM, type its name and tap Use it , not in the CRM.
4. Pick the people.
5. Log the belts the same way as on a call. The asset number is not needed: type the line description, or leave it blank.
6. Tap Create and share to send it.

Put when it is needed by, and any reference, in the quote's notes. It shows on the calendar, in orange, on the day you made it. Tap it there to open it again. It never goes to Outlook.

1. In the call, tap Create and share at the top.
2. If you need to, tap what to include and the photo size, under the buttons.
3. Tap Share sheet, then pick Outlook, Teams or OneDrive. On the PC, tap Copy for email, Open in a new tab or Download to this PC: each does it straight away.

On the PC, to put the notes straight into an email:

1. In the call, tap Create and share at the top.
2. Tap Copy for email.
3. In Outlook, start the email and press Ctrl and V.

The copy has the text and tables, laid out. Photos are not in it, because Outlook on the PC blocks pictures held inside pasted text. To send photos, tap Download to this PC instead and attach the file.

Only the people ticked for customer documents are named in it. Tap the card at the top of the call to change who.

Once the file has gone, open Create and share again and tap Drop the photos, keep the record to free up space. The photos are in the file you sent.

1. Tap Reports on Home.
2. Tap the search icon and type an account, a person, an asset number or a word from a note.
3. Tap the call to open it.

To finish a call, tap ⋯ on it in Reports, then Mark done. Done with nothing to report is a normal finish.

1. Tap Reports on Home.
2. Tap Team. Each call shows who wrote it.
3. Tap a call. It opens to read, as it would be sent.
4. To change it, tap Edit.
5. Tap Close when you have finished reading.

Mine shows your own calls. Resume, the Home count and your calendar show only your own.

An account's history shows everyone's calls there, with the name of whoever wrote each one.

Only the person who wrote a call, or the team's admin, can delete it.

1. Tap ⋯ on Home, then Settings, then Team.
2. Tap Add a colleague.
3. Type their name and their work email.
4. Leave the temporary password as it is, or type your own.
5. Tap Add.
6. Tap Share the message and send it to them, by text or Teams.
7. Tell them the team passphrase by phone or in person. It is never in the message.

The message has a set-up link, their email and the temporary password. They choose their own password once they are in. To send the link again later, tap ⋯ next to their name, then Send the set-up link.

1. Tap ⋯ on Home, then Settings, then Team.
2. Tap ⋯ next to their name.
3. Tap Remove from the team.
4. Tap OK.
5. Change the passphrase (step 5, Change the passphrase).
6. Give the new passphrase to everyone still in the team, for when they set up a new device.

They can no longer sign in or see anything the team shares. The calls, visits and photos they wrote stay with the team, under their name.

1. On the PC, open Reports from Home.
2. Click Save to PC folder at the top.
3. The first time, pick a folder, for example one inside OneDrive. Click Select folder.
4. When Chrome asks whether the app can edit files there, click Edit files.
5. Wait for the message saying what was saved.

Each done call goes in Customer\Site\2026-10-09: the call notes (the same file Create and share makes) and every photo as its own file. Quote requests go in Customer\Quote requests\2026-10-09.

The account name is split at its first " - " into customer and site. With no " - ", the call's own Site is used.

Next time, click Save to PC folder, then Save new and changed. Only calls that are new or changed since last time are written; a changed call replaces its old copy. The number on the button is how many are waiting.

To use another folder, click Save to PC folder, then Choose a different folder. Everything done is saved again into the new one.

On a later day Chrome may ask again before it saves. Click Allow this time (or Allow on every visit, if it offers it).

The button isn't on the phone.

1. On the PC, open Reports from Home.
2. Click Save to PC folder.
3. Click Archive photos older than 12 months.
4. Read the message. It says how many photos and calls, and how much space it frees.
5. Click OK to go ahead, or Cancel to leave everything as it is.
6. Wait for the message saying what was archived.

It covers done calls and quote requests dated more than 12 months ago. Each one is saved to the PC folder first, and every full-size photo there is checked. Only then does the app keep an 800px copy in place of each photo, on this PC, your phone and the cloud.

The full-size photos are then only in the PC folder, in the call's own folder. Open the call and tap Create and share to see where: the line at the top says Full-size photos archived on the PC.

If a call's photos can't be checked in the folder, that call is left exactly as it was and the message names it. Run it again later.

A photo added to an old call later is full size until the next time you archive.

1. Connect to Wi-Fi. The MPB manual is about 45 MB.
2. Tap ⋯ on Home, then Settings, then Engineering manuals.
3. Tap Download next to the one you want.
4. Leave the screen on until it says it's imported.
5. Do the next one.

There are three: the MPB engineering manual, the ThermoDrive engineering manual, and the MPB installation manual (installation, maintenance and troubleshooting). Once imported they work with no signal.

When signed in to cloud sync, the app checks the Intralox website once a week for a new edition. If there is one, that manual's line says so, and its button changes to Get the new one.

1. Tap Reference on Home for the manuals and the fault library.
2. Tap Intralox website there for Belt Finder, the how-to videos and the resource pages. These need signal.
3. Tap Mission there for Intralox's mission, commitment and business philosophy.
4. Tap Directory on Home for accounts and contacts.
5. To find one, tap the search icon at the top of Accounts or Contacts and type.

In a call, the book icon at the top opens the manuals without leaving the call.

1. Tap ⋯ on Home, then Settings.
2. Tap Get the latest version. The button shows the version you have now.

Your calls, accounts and photos aren't touched.

1. Tap New on Home.
2. Tap Test call.

The call opens for a made-up customer, Test customer, with one belt already logged. Try dictating, Tidy, Write summary, Coach me or Create and share on it. It's marked TEST, stays off the calendar, and syncs to your other devices like any call.

To try the opportunity map on a made-up project:

1. Tap Strategy on Home.
2. Tap the circle-plus on the Blue Sheets tab.
3. Tap Start a test project.

It has one head contractor and three OEMs with four people each, and an engineering manager with engineers under him at the end user. It's marked TEST.

To clear them all away:

1. Tap ⋯ on Home, then Settings.
2. Tap Delete tests.
3. Check how many calls, photos and test projects it names, then tap OK.

Only test calls go, here and on your other devices. Real calls are never touched.

1. Tap ⋯ on Home, then Settings, then Export for Claude.
2. Pick the Period, usually the last 12 months.
3. In a team, pick Whole team or Mine.
4. Pick the Accounts: every account, or one manager, focus level or zone.
5. Pick Full, or Condensed for a shorter read.
6. Tick Hide contact names if people's names should not go.
7. Tap Create the export.
8. Send the files to OneDrive or to yourself. On the PC they go to Downloads.
9. On claude.ai, make a Project and add every file to it.
10. Start a chat in the Project and ask a question. The read-me file suggests where to start.

The files are text: any large account plans first, then each account's details and plan, its opportunities with their Blue Sheets, and its calls, oldest first. Opportunities are included whatever the period, because they are live now. Photos and test calls are never included. A big export comes in several parts; add them all.

The files hold customer details. Send them only where the company allows.

1. Tap ⋯ on Home, then Settings, then Backup and restore.
2. Tap Back up.
3. Save the file somewhere that isn't the phone.

To restore, choose the file under Restore and tap Restore from backup. It adds and updates. It never deletes anything already there.

Cloud sync isn't a backup: a delete reaches every device. The backup file is your undo.

1. Install the app (Getting started, step 1).
2. Turn on cloud sync with the same sign-in and passphrase (step 5).
3. Leave it open for a minute with signal.

Uninstalling the app deletes everything on that phone. Make sure it has synced, or back up, first.

A fix isn't there yet. Get the latest version (above), or close the app fully and open it again.

Nothing shows on Plan. Either nothing is planned, or this device hasn't synced yet. Cloud sync in Settings says when it last synced.

Sync failed. The line under Cloud sync says why, usually no signal. It tries again when signal comes back.

An account is missing. It wasn't in the export. Check the view in Dynamics, then import again.

Field CRM isn't in the share list. It only appears once the app is installed from Chrome (Getting started, step 1).

The belt pickers are empty. Load the belt data (Getting started, step 4).