Create New Accounts On-the-Go in RepMove's Mobile App

Описание: Creating a new account inside RepMove takes only a few taps. You can do it from three different places in the mobile app.

Here is how to create an account quickly:

1. From the Home Screen (Map or List View)
Tap the plus button at the top. Choose your account type: customer, prospect, or satellite/job site. Use the built‑in business card scanner to pull in company and contact details. Select the correct category and tags set by your team. Edit the address manually or drop a pin for accuracy.

2. From the Daily Route Screen
When adding stops to a route, select a day, tap the pencil icon, then choose Add New Account. The same account creation screen appears here.

3. From a Deployed Day in the Route
When working a planned day, tap Add Account from the bottom of the list view or from the side of the map view. This also opens the account creation screen.

For satellite or job site accounts, use the Link Accounts feature to connect this location to any related customer or prospect in your company’s database. This links activities at that site back to the main account for complete visibility.

Once you finish entering the details, hit the check mark to save. Your new account is now ready to add to routes, track visits, and manage follow‑ups.

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