Get started with the mobile app
The Bizconnekt app puts your business on your phone: the Dashboard, your approvals, the Workspace where each document keeps its conversation, reports, and a quick way to add a document. It uses the same account, business units and permissions as the web app, so you see only what your role allows. Setting up, managing users and the large screens stay on the web.
Video coming soon: The mobile app in two minutesInstall the app
- Android. Install it from Google Play.
- iPhone. The iPhone app is coming soon to the App Store.
Open the app and it takes you to the sign-in screen. If the app says an update is needed, it shows an update screen with a button to the store. Update, then open it again.
Sign in
You need an account first. Your administrator invites you, or your company creates its organization on the website. See Sign in for the full set of ways in.
- Type your Email.
- Tap Send OTP. A 6-digit code arrives by email. Type it in OTP and tap Verify OTP.
- Or tap Sign in with password instead, type your Password and tap Sign In.
- Or tap Continue with Google or Continue with Microsoft under the buttons. A browser sheet opens for the provider and returns to the app.
If your business uses two-step verification, a second screen follows your code or password. Type the 6-digit code from your authenticator app, or tap Use a backup code instead. The first time, the app shows a QR code to scan with your authenticator app, then your backup codes to save, then asks for a code to confirm. Google and Microsoft sign-ins do not ask for it.
The app keeps you signed in for 90 days. There is no Keep me signed in for list and no PIN on the phone. To end the session sooner, open the Menu and tap Sign Out.
Pick your business unit
The app opens in the business unit you used last, on the web or on the phone. If that is not the one you want, open the Menu, tap your name at the top, and choose from the list Switch Business Unit. Each row shows the unit and your role in it. The app reloads your permissions and settings for the unit you choose. Every figure, document and report on the phone then belongs to that unit.
If your unit combines other units, the Menu also has a switcher, All BUs, to choose which of them count. At least one stays selected.
The phone lock
The phone lock re-checks that it is you when you come back to the app. It uses your phone's own screen lock: Face ID or Touch ID on an iPhone, and fingerprint, face unlock or your PIN, pattern or password on Android. Bizconnekt never sees or stores your biometrics.
It applies only when your business has turned on the inactivity lock in its security settings. Then "away" means the app has been in the background, or closed, for longer than the time your administrator set.
- Unlock in place. You open the app, it shows Bizconnekt is locked, and you tap Unlock with Face ID, Unlock with fingerprint or Unlock. You stay signed in, and half-finished forms are still there.
- Turn it on. Open the Menu and, under Preferences, switch on Unlock with fingerprint or Face ID. The switch starts off.
- If it is off, or your phone has no screen lock, the app signs you out after the idle time instead. You sign in again. Nothing you saved is lost. Add a screen lock in your phone's settings first, and the switch becomes available.
- If it will not unlock, tap the sign-out link on the lock screen and sign back in.
The home screen and the menu
The bottom bar has five tabs. The first time it shows Dashboard, DealFlow, Workspace, Approvals and Reports, and the app opens on the first one. DealFlow shows only when your business has it. A tab appears only if your role may open it.
- Dashboard. Four screens side by side, My Biz, Purchase View, Sales View and Sales Pipeline. Tap a name or swipe across.
- Workspace. The feed of document activity. Tap a document to open it, with tabs for the conversation, the document, attachments and more. The + button at the top adds a new document.
- Approvals. Requests waiting for you.
- Reports. Grouped by Business, Sales, Purchase, Inventory, Tax and Production.
Tap the menu icon at the top right of any tab to open the Menu. It has your name and unit, Refer & Earn, the rest of the screens your role can reach (for example Quality, Work Order, Job Card, Schedule and My Follow-ups) and Preferences.
To change the bar, open the Menu, tap Customize tabs, choose exactly five, and drag them into order. Your choice is kept for you on this phone, so two people sharing a phone each get their own.
What the phone does, and what stays on the web
The phone is for reading, deciding and capturing on the move. It has no list screen for each document type. You add a document from + in the Workspace, and you find, open and work on documents in the Workspace feed.
| On the phone | Web only |
|---|---|
| Dashboard, Sales Pipeline (read only), Approvals, Reports | Admin portal: organization, users, roles, plans, billing, settings |
| Add, edit and work on most documents: sales, purchase, items, stock, journals, expenses and the credit and debit notes | Bulk import, Data Sync, Tally connection |
| Workspace chat, attachments, follow-ups, activity changes | Banking, Assets, Tax Compliance filing, Audit Logs |
| Quality, Work Orders, Job Cards, Schedule and the Daily Production Report | Employees and Attendance, Reimbursement, production Setup, Work Order Process |
| Demand Planning, short version | Sales Returns, Purchase Returns, Landed Cost and Packing Lists, which are not on the phone yet |
Neo is not in the phone app yet. Each guide page ends with an On mobile section that says what is different on the phone.
Notifications
The app does not send push notifications to your lock screen yet. While it is open, the Workspace feed and an open document update by themselves when a teammate comments or a document changes. Approvals waiting for you are in the Approvals tab, so open it to check. Email notifications from Bizconnekt still reach your inbox as before.
When you have no signal
The app needs a connection to work. Screens load from the server each time, so without signal a screen cannot load and a save is refused with an error. There is one exception: in the Daily Production Report, you can enter a shift without signal. The app keeps the entry on the phone, shows an Unsent chip, and sends it when you are back online. Open that station once while online first, so its products are on the phone.
On mobile
This whole page is about the phone. Same on iPhone and Android, except that sign-up in the app is on Android only: iPhone users create their organization at app.bizconnekt.com/signup in a browser, then sign in on the phone.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
I did not get the code
Check spam, confirm the address, and tap Change email / Resend OTP to get another. Only the latest code works.
The Workspace says "No business unit selected"
Open the Menu, tap your name and pick a unit under Switch Business Unit. If the list is empty, ask your administrator to assign you to a unit.
A tab or screen I expect is missing
Your role or your business's plan decides what you can open. The bar and the Menu show only what you can reach. Ask your administrator to check your role.
I forgot my password
The phone has no password screens. Sign in with the emailed code, or reset the password in a browser. See Forgot or change your password.