Apps, phones and working offline

Open yourcompany.inbecto.com/install on the device (or Search > Install the app). It shows the steps for that device:

• Android: install Inbecto from Google Play (by Lywin Tech), or press Install in Chrome. A direct .apk download is also offered.
• iPhone / iPad: open the page in Safari, tap the Share button (square with an arrow), then Add to Home Screen. The step-by-step guide is at yourcompany.inbecto.com/install-iphone.
• Windows: press the install icon at the right end of Chrome or Edge's address bar, or download the installer.
• Mac: in Safari choose File > Add to Dock, in Chrome use the install icon, or download Inbecto.dmg.

The installed app opens your workspace in its own window, keeps you signed in, and works offline for everyday things.

Inbecto is not in the App Store yet, so iPhone and iPad users add it from Safari. It then opens full screen from its own icon, like any app, and is always the latest version.

1. Open yourcompany.inbecto.com/install-iphone in Safari. If the link opened inside WhatsApp or another app, tap the ••• or compass button and choose Open in Safari.
2. Tap the Share button, the square with an arrow pointing up (at the bottom on an iPhone, top right on an iPad).
3. Scroll down and tap Add to Home Screen. Keep Open as Web App on if you see it, then tap Add.
4. Open Inbecto from the new icon and sign in once. Allow notifications when asked.

Everything works, including the camera and notifications (iOS 16.4 or later). Two things wait for the App Store version: the Face ID or fingerprint lock, and Share to Inbecto from WhatsApp or Photos.

If something is not right

• No Add to Home Screen in the list: scroll past the apps, or tap Edit Actions at the bottom and add it. Make sure you are in Safari.
• It opens with an address bar: remove the icon and add it again with Open as Web App on.
• It asks you to sign in again: the home screen app keeps its own sign-in, separate from Safari. Sign in once inside it.

On Open your workspace, type the first part of your company's Inbecto address: for sharmainteriors.inbecto.com type sharmainteriors. Then sign in with your email (or mobile number, for employees).

Not sure? Ask whoever invited you, or look at the link in your invitation email. Look at the demo workspace opens the sample company. To switch company later: sign out and choose Use a different workspace.

Press the moon (or sun) button beside your name at the bottom of the sidebar, or open Search (Ctrl K) and choose Switch to dark mode. The choice is remembered on that device. Quotations, invoices and other documents always print on white.

1. Sign in on the Inbecto phone app.
2. When it asks Open Inbecto with your fingerprint?, press Turn on and touch the sensor (or look at the phone).
3. From then on the app is locked when it opens, and when you come back after five minutes away. Touch the sensor to carry on.

• Change it any time: Your account, This device, Open Inbecto with fingerprint.
• If the fingerprint is not read, the phone offers its own PIN instead.
• Sign in another way on the lock signs you out, to sign in with a password or a code. That sign-in is not locked again; the app asks once more whether to use the lock.
• The lock is your own choice: signing out forgets it, so on a shared phone the next person is not locked out and is asked for themselves.

The lock is for the phone app only, on phones with a fingerprint or face sensor set up.

The Android and iPhone apps carry the same screens as the website, plus:

• Voice commands use the phone's own speech recognition.
• PDFs and links open the phone's share sheet.
• The phone's back button works.

Differences:

• Prices, payments, upgrades, sign-up and Google sign-in are only on the website (store rules).
• New features arrive on the website first. Most reach the app by themselves: it downloads them in the background and shows them the next time you open it. A few (a new phone permission, for example) need the app updated from Google Play or the App Store. If something described in help is missing, close and reopen the app, update it from the store, or use the website meanwhile.

Your account, This device shows the app's version, and the update it is showing if one has arrived.

Once you have opened your workspace on a device, it works there without a connection:

• Viewing: pages and records you looked at before open again and show what they showed then. Your menu's pages are kept fresh once a day while online.
• Adding: new leads, customers, expenses, tasks, site visits and vendors are saved on the device. A bar at the top says how many are waiting; they are sent by themselves when the connection returns.
• Needs internet: quotations, invoices, payments, payroll, uploads, and changing or deleting existing records. These say "this needs the internet".

Records kept on a device belong to the person signed in and are wiped when they sign out.

The bar counts records you added while offline. They are sent as soon as there is a connection.

• Send now: try straight away. "Still no connection" means try again later.
• Review: see each waiting record. Discard drops one you no longer want.
• If one is refused (for example a required field was missing, or your access changed), it is listed so you can add it again properly.

Do not sign out while records are waiting: signing out wipes what is kept on the device.

When a payment is recorded or arrives, or a client accepts a quotation, Inbecto shows a short burst of confetti and a message.

• Sound and vibration is on in the phone app and off on the website. Switch it in the bell (the cog, then Sound and vibration) or in Your account, This device.
• Confetti does not show for anyone whose phone or computer is set to reduce motion.