Can I try the app without customer data?
Open Leads and choose Insert example, then review the import preview before saving. The fictional records let you try lead review, Value, Audit and Results. Do not approve a live send to example addresses.
Mobile app support
Help with your app.
Get help with local lead analysis, imports, existing owner access, controlled email and recorded outcomes.
Contact support
Include the app version, your device and a short description of the problem. Avoid sending customer records, passwords, verification codes or payment details.
Email app supportPhone support: (978) 606-9208
Common questions
Do I need an account?
Local analysis and the example workflow work without sign-in. Authorized owners use their existing workspace account to request a live email preview or manage a Jobber connection.
Does the app search my mailbox?
The app does not search your mailbox automatically. Start with a CSV export from your CRM or spreadsheet and review its column mapping in Leads.
Where are my entries stored?
Imported records stay on your device during analysis. Requesting a server preview or live send uploads selected recipient information, the message and sender details to the backend. Read the app privacy information before using real customer records.
Why is live email blocked?
Live email requires an authorized owner account, a verified sender, backend checks and approval of the exact audience and message. The controlled batch has a maximum of 25 unique addresses. A blocked state means no email was sent.
Does completing Audit send messages?
No. Audit records only what you can verify. Backend checks, a server preview and your approval of the exact audience and message are still required.
Can I send SMS or use outbound AI calls?
These channels are not active in the released audit app. Signing in alone does not activate them.
How do I reset or sign out?
Use Reset my local entries on the Send screen to remove local imports, calculator values, decisions, drafts, outcomes and audit selections. Sign out separately removes the saved account session. Neither action erases server delivery, connection, audit or suppression records. If reset reports an error, keep the app open and retry before uninstalling.
Is the Value result guaranteed revenue?
No. Value shows a planning scenario from the numbers you enter. Results records actual outcomes; a won job needs its actual completed value.