Mobile
All articles related to mobile.
By Hunter and 3 others4 authors57 articles
- Getting Started with the Terros App (Mobile)Download and use the Terros mobile app. Learn about its features and supported devices.
- How to Perform a Screen Recording (Mobile)Record your mobile screen (iOS/Android) to show steps or troubleshoot issues for Terros support.
- Troubleshooting 403 Login Error (Mobile)Resolve 403 errors when logging into Terros on your iPhone by adjusting specific Safari privacy settings.
- One App, All Devices (Mobile)The Terros mobile app works seamlessly across all your iOS devices - iPhone, iPad, and everything in between. No special versions, no separate downloads, just one app that adapts to…
- Clear Cache Error (Mobile)If you see a screen or message saying you need to clear your cache, follow these steps:
- Can't Log Into Different Account (Mobile)If you're trying to log into a different account but it keeps logging you into the same account regardless of what email you enter, you need to clear your mobile…
- How Data Synchronization Works (Mobile)The Terros mobile app uses an offline-first architecture that keeps your data synced between your device and the server. This guide explains how synchronization works, especially for stats and interactions.
- App Lagging or Running Slow (Mobile)If the Terros mobile app is lagging, freezing, or running slowly, follow these steps:
- How to Clear Browser Cache (Mobile)This refers to clearing the cache in your device's web browser (Safari, Chrome, etc.), not the Terros app.
- How to Change Your Default Browser (Mobile)Follow the steps below to change which browser opens links from Terros.
Calendar
Details about the Calendar tab on the Mobile App
- Troubleshooting Google Calendar Sync (Mobile)Fix Google Calendar sync issues by checking your account, sync settings, and invitation preferences in the Google Calendar app.
- Close Event vs Personal Comeback (Mobile)Understand the difference between a Close Event and a Personal Comeback.
- Sunrun: How to Sync Your Calendar (Mobile)For Sunrun users, syncing your calendar requires one important difference from the standard process.
- How is Closer Availability Determined? (Mobile)When you schedule an appointment with a closer, the system checks several factors to determine if they're available. Understanding how this works helps you schedule appointments more efficiently.
- On-Site Verification: Updating Event Outcomes (Mobile)Some companies require reps to be physically present at an event location before updating the event outcome. This feature, called geofencing, helps ensure accurate reporting and prevents outcomes from being…
- How to Block Out Time on Your Closer Calendar (Mobile)When your closer availability has been set up by your company or team lead, use your connected calendar to block out time so you don't receive appointments during those periods.
Canvass
Details about the Canvass tab on the Mobile App
- Canvass Main Screen Overview (iOS)Learn what appears on the main Canvass screen in Terros for iPhone and what each control does.
- Why Am I Receiving a Message About Reaching My Prescreen Limit? (iOS)If you see a message about your remaining pre-screens in the Terros iPhone app, it means your Sunrun prescreen activity is being tracked against a weekly limit.
- Can't Log Into Different Account (iOS)If the Terros iPhone app keeps logging you into the same account even after you enter a different email, clear your iPhone browser cache and try again.
- Can I Use Premium Filters Without a Subscription? (iOS)You can use standard Canvass filters on iPhone without Canvass Pro or Canvass Max access. Premium filters require the right Canvass access on your account.
- Can Multiple Reps Share a Canvass Pro or Canvass Max Subscription? (iOS)No. Canvass Pro and Canvass Max access is tied to each user's Terros account.
- App Lagging or Running Slow (iOS)If the Terros iPhone app is lagging, freezing, or taking too long to respond, use these steps to narrow down the problem and try the fastest fixes first.
- What Quick Filters Are Included With Canvass Pro and Canvass Max? (iOS)Premium Quick Filters help you apply saved targeting rules quickly from the Canvass Filters screen. They can speed up prospecting by narrowing the map to the kinds of properties your…
- Satellite Imagery in Terros (Mobile)Understanding satellite imagery sources, updates, and limitations when working with properties in Terros.
Home
Details about the Home tab on the Mobile App
- How to Use External Links (Mobile)A guide to accessing External Links from the Terros mobile app.
- Task Lockout (Mobile)If you're locked out of the app and can't access certain features due to incomplete tasks, here's what to do:
- Programs (Mobile)Programs in Terros help companies assign structured training and onboarding tasks to their team members. Access Programs from the Home tab under My Tasks.