Team, storefront & mobileThe mobile app

The mobile app

Run the truck-side of your business from your phone, even offline.

The Zoop mobile app keeps your daily work on your phone: today's jobs, your full job list, customers, invoices, and quotes. You sign in with the same email and password you use on the web — there's nothing extra to set up.

TODO(screenshot): App store listing / home screen icon for iOS and Android.

Sign in

Open the app and sign in with your email and password, or tap Continue with Google or Continue with Apple. If you manage more than one business in Zoop, you'll see a business picker after signing in — tap the one you want to work with.

TODO(screenshot): LoginScreen and TenantPicker on a phone.

Bottom navigation

Five tabs sit at the bottom of the screen. They're the main way to get around Zoop on your phone. Which tabs you see depends on your role.

TabWho sees it
TodayEveryone
JobsEveryone
CustomersOwners and office managers
InvoicesEveryone
MoreEveryone

If you're a field tech, you won't see the Customers tab — you'll see Quotes there instead.

The + button floats above the tab bar. Tap it from any screen to jot a quick note.


Today

The Today screen shows every job scheduled for today, sorted by start time. Each row shows the job title, customer name, scheduled time, and a status badge so you can see at a glance where each job stands.

Job statuses:

  • Scheduled — confirmed and on the calendar
  • Unscheduled — created but not yet given a time
  • Done — work completed
  • Cancelled — job was called off

Tap any row to open the full job detail. If there are no jobs today, the screen says so — nothing is hidden.

TODO(screenshot): TodayScreen with a short list of jobs.

Jobs

The Jobs screen lists all your jobs across every date — not just today. Use it to find a specific job, filter by status, or sort the list to match how you work.

To find a job:

Search

Type a customer name or job title into the search field at the top of the screen. The list narrows as you type.

Filter by status

Tap a status chip — All, Scheduled, Unscheduled, Done, or Cancelled — to show only jobs in that state. Tap the active chip again (or tap All) to clear it.

Sort

Use the Sort picker to order by time, status, or customer name.

Open

Tap any job row to open the full detail.

The header shows how many jobs match your current filter versus your total count (for example, "3 of 14 jobs"). Tap Refresh to pull the latest data from the server without leaving the screen.

TODO(screenshot): JobsScreen with status filter chips visible.

Customers

The Customers screen lists every customer in your account. Only owners and office managers can see this tab — field techs see Quotes there instead.

To find a customer:

Search

Type a name or phone number into the search field.

Sort

Switch the sort between alphabetical (by name) or by job count. Sorting by job count puts your busiest customers at the top.

Open

Tap a customer row to open their full record.

Each row shows the customer's name, phone number, email, and total job count. An Active badge appears when the customer has at least one scheduled job right now.

TODO(screenshot): CustomersScreen showing the Active badge on a customer.

Invoices

The Invoices screen shows all your invoices. At the top, you'll see summary cards with your outstanding balance and how much you've collected this month — at a glance.

To find an invoice:

Search

Type an invoice number or customer name into the search field.

Filter by status

Tap a status chip — All, Sent, Paid, Overdue, Draft, or Cancelled.

Sort

Order by date, amount, customer name, or status.

Open

Tap any row to open the invoice detail.

Each row shows the invoice number, customer name, issue date, total amount, and status badge.

TODO(screenshot): InvoicesScreen with the outstanding / paid-this-month summary cards.

See Invoices for the full web-side invoicing workflow.


Quotes

The Quotes screen lists every quote in your account. If a customer has accepted a quote, a banner at the top tells you how many are ready to convert to invoices — so nothing slips through.

To find a quote:

Search

Type a quote title or customer name.

Filter by status

Tap a status chip — All, Sent, Accepted, Draft, Declined, or Expired.

Sort

Order by date, amount, customer name, or status.

Open

Tap any row to open the quote detail.

Each row shows the quote title, customer name, creation date, total (sum of line items), and status badge.

TODO(screenshot): QuotesScreen with the accepted-quotes banner.

See Quotes for the full quoting workflow.


Quick capture (the + button)

The + button sits above the tab bar and is visible from every screen. Tap it to open the note composer — a fast way to log something when you're mid-job and don't want to lose track of it.

Type a note

Tap inside the text area, type what you want to remember, then tap Save. The note saves to your account and shows up on the web too.

Record a voice note

Tap Record note to speak instead of type. Zoop will transcribe what you said so you end up with a text note.

Tap Record note

The first time, the app asks for microphone permission. Tap to grant it, then try again.

Speak

Say what you need to remember. A timer shows how long you've been recording.

Tap Stop

Tap the Stop button. Zoop uploads the audio and converts it to text automatically. The transcribed text appears in the text area.

Review and save

Read through what Zoop transcribed, fix anything that came out wrong, then tap Save.

If transcription fails, you'll see three choices:

  • Try again — retry with the same recording
  • Skip transcription — drop the audio and type the note manually instead
  • Discard — throw away the recording and start over

Voice transcription limit: your whole account gets 5 minutes of transcription per month, shared across everyone. The counter resets on the 1st of each month. When you've used 4 minutes (80%), the composer shows a warning. Once you hit 5 minutes, transcription is paused until the month resets — but you can always type notes by hand, with no limit.

TODO(screenshot): NoteComposer with recording in progress.

Notes saved from the mobile app appear alongside notes created on the web. See Notes for how to view, pin, and manage notes.


Offline behaviour

The app watches your connection. When you lose signal, a You're offline banner appears at the top of the screen.

Zoop does not save work for later when you're offline. Loading jobs, saving a note, and transcribing a recording all need a live connection — if Zoop can't reach the server, you'll see an error. Once you're back online, the banner goes away and everything works normally.

Your sign-in is stored securely on your phone, so you stay logged in even when your signal is patchy. You won't get kicked out because of a bad connection.


Switching businesses

If your account is connected to more than one business, Zoop asks you to pick one right after you sign in.

The main tabs (Today, Jobs, Customers, Invoices, Quotes) always show data for the business you picked. To switch to a different business in those tabs, sign out and sign back in — then choose the other business from the picker.

The More tab works differently. It opens Zoop's web version inside the app, and that web view has its own business switcher in the sidebar. Use it to reach features that don't have a dedicated mobile screen yet.