MOBILE
Learn to use Rotor on Mobile
- Mobile: Quick GuideThis guide provides a detailed walkthrough of how the app is structured, how to navigate the interface, and how to customize the layout to perfectly fit your daily workflow.
- Mobile: Quotes
- Mobile: Jobs & VisitsRunning a visit from your phone: start and finish the work, price the job, add upsells, and collect what is owed — all from one screen.
- Mobile: Crew SchedulingThe mobile app brings the power of the desktop scheduling system into the field. Technicians can manage visits, track time on-site, and adjust schedules directly from their phone. This guide covers navigation, live visit tracking, and scheduling updates while on the go, allowing technicians to focus on their routes while admins maintain visibility across all crews.
- Mobile: MapsThe Map page in the Rotor mobile app is built to help you move efficiently in the field—especially for door-to-door sales, territory management, and neighborhood follow-ups. Whether you're checking in on active customers, revisiting one-time clients, or tracking daily knocking performance, the map gives you a real-time visual command center. This guide walks through how to filter, navigate, drop pins, draw territories, and use advanced features like lasso reporting—with clear instructions on which buttons to press to maximize your efficiency.
- Mobile: Messaging and Dialer Screen
- Mobile: Technician UseA start-to-finish walkthrough of a technician's day in the Rotor mobile app, in the order it actually happens — from checking the schedule and clocking in to closing out the last visit. Written for a brand-new hire.
- Mobile: Offline BehaviorWhat the Rotor mobile app can and can't do without a signal, plus practical field guidance for basements, rural routes, and dead zones.
- Using Map Updates, Filters, Territories, and Bulk Assignment
- Mobile: Notifications & TroubleshootingNot getting Rotor push notifications, calls, or message alerts on your phone? Work through this checklist for iPhone and Android to find what's blocking them.
- Mobile: KPIsTrack your sales reps' daily activity — doors knocked, conversations, sales — with KPI counters in the Rotor mobile app (More → KPIs), plus where to see the results.