Mobile apps
The Rocket ERP apps for phones - employee self-service, field sales for reps and the management app for owners - from installation and sign-in to daily use and what reaches the office.
24 articles
Getting started
The Rocket ERP mobile apps at a glance
Which phone app does what - employee self-service for every employee and manager, field sales for reps and pre-sales - and how your permissions decide what each one shows.Sign in to a mobile app
Enter your company code once, sign in with your Rocket ERP e-mail and password, set your own password if you were given a temporary one, then turn on fingerprint sign-in or the app lock if you want them.Notifications on your phone
Receive notifications on your phone from the Rocket ERP apps and tap one to open the purchase order, invoice, work order, payslip, request or project it is about - and what happens when you cannot open it.
Employee self-service app
Clock in and out from your phone
Record your attendance with one button, with your location and, where your site requires it, the entrance code - and see your week and your attendance history.Register your phone for attendance, or move to a new one
Attendance is recorded from one phone per employee. See how a phone becomes yours, what HR approves, and what to do when you change or reinstall your phone.Clock in without a signal
A punch made with no connection is kept on the phone and sent on its own when the signal returns, recorded at the time you pressed the button. See the limits and what to do if one is refused.Request leave and hourly permissions from your phone
Check your leave balances, request leave or a few hours off, follow the approval, withdraw a pending request, and see all your requests in one list.Read your payslips, documents and personal details
Open each month's payslip with its earnings, deductions and attendance, download the PDF, read the documents HR keeps for you and your personal file, and change your password.Approve your team's leave from your phone
For managers - decide on your team's leave requests wherever you are, see who reports to you, and check who is away this month on the team calendar.Book your hours and settle your custody from the app
Book the hours you worked on each project from the employee app, follow their approval, and settle the cash custody you hold with a photo of each receipt, even without a signal.Set up and manage the employee app from the office
What HR prepares on the web before employees use the app - work sites, the location rule, phones, permissions - and the screens where app punches, leave and permissions arrive.Write the site diary from the app
Write the day's site diary on your phone, with the weather, manpower, equipment, work done, issues and photos — even without a signal, and follow its approval.Site tools in the employee app
Raise punch items, move I/O points, receive and inspect deliveries, issue and return material, keep site logs, start and run checklists, take the witness signature and tick off your process tasks on your phone.Issues and RFIs on site
Raise an issue, a request for information or a site instruction from the phone, with the date you need an answer by, then record the answer and close it once nothing more is needed.Customer acceptance on the phone (PAC and FAC)
Record the customer's provisional acceptance (PAC) and then the final acceptance (FAC) on site, with the representative's name and signature drawn on the phone, and see what still stands in the way.
Field sales app
Work your route and record visits in the field sales app
Open today's route, call a customer, check in at a visit with your location, dictate the notes, set the next follow-up and add new leads at the door - even with no signal.Leads, deals, tasks, customers and service requests in the field sales app
Work your CRM records from the phone - add and move leads, update deals, complete tasks, check a customer's balance before a visit, and log or answer service requests with photos.Price quote requests and issue quotations from the phone
Pre-sales claims and prices quote requests on the phone; the rep turns a priced request into a sales quotation with items, price list and discounts, without going back to the office.Lead a field team with the app and the web
Follow your reps' visits and scorecards on the phone, and use the web screens to assign leads, set targets, plan campaign calls and grant the permissions the app depends on.
Management app
Follow your projects from the management app
See every job's revenue and cost to date on your phone, and open a project to read its margin, contract terms and figures by task.A project's page in the management app
Open a project on your phone to read its margin, cash position, budget by work package, billing plan, certificates, gates, risks and weekly report, and decide a project budget that waits for you.Approvals, tasks and collections in the management app
Decide gates, change orders, budget increases and the other requests of the approval routes from your phone, tick off your process tasks, and follow what customers still owe on issued certificates.Inspect goods receipts from the management app
See whether each goods receipt is waiting for inspection, booked or rejected, and inspect a delivery on your phone before it goes into stock.Leads, awards and site transfers in the management app
Convert a lead with the customer's tax number, follow an award to its contract and its project, see when a CRM project was completed, and send stock to a site store against its project, all from the phone.
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