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Mobile App

Overview

The Merchant Protocol Mobile App is the field technician's command center. It's built for the job site — not an office desk. The UI is optimized for one-handed use in direct sunlight, with large touch targets and minimal navigation depth. Every feature is designed around the question: what does a tech need in the 60 seconds before they knock on a customer's door?

The app works offline. Jobs, contacts, notes, and photos are cached locally. When connectivity returns, everything syncs automatically with zero data loss.

Key Features

  • Today's Jobs — Single-screen view of all jobs assigned for today, sorted by time; tap to open full job details
  • GPS Check-In — One-tap arrival confirmation that logs location, timestamps the visit, and notifies the dispatcher
  • Photo Capture — Before/after photos and video attached directly to the job record; see Field Capture
  • Customer Communication — SMS and internal messages from the field; see Conversations (Mobile)
  • AI Assistant — Voice-activated AI for questions, note dictation, and message drafting; see AI Assistant (Mobile)
  • Customer Research — Pre-visit briefing with customer history and upsell opportunities; see Customer Research (Mobile)
  • Offline Mode — Full read access to assigned jobs and contacts; write actions queue and sync on reconnect

App Navigation

SectionDescription
HomeToday's job list and quick actions
JobsFull job list with search and filters
ContactsCustomer directory (assigned jobs only for Technician role)
MessagesConversations inbox
TasksAssigned task list
CaptureCamera for photos, video, and signatures

CRUD Reference

ObjectCreateReadUpdateDelete
Job Note
GPS Check-In
Job Photo
Task
Outbound Message

Notes

The app is iOS-only in the current release. Android is on the roadmap. Minimum iOS version: iOS 16. The app requires push notification permissions for dispatch alerts and message notifications. Location permission is required for GPS check-in — the app does not track location continuously; it only reads location when the tech initiates a check-in.