iOS
All articles related to our iOS mobile app.
By Michelle and 2 others3 authors46 articles
- This Changes Everything: The All-New Terros App
- Troubleshooting 101 (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.
- Introducing Terros NextBuilt with field teams in mind, Terros Next delivers improved performance, enhanced mapping capabilities, and a more reliable experience when working in areas with limited connectivity.
- Canvass Main Screen Overview (iOS)Learn what appears on the main Canvass screen in Terros for iPhone and what each control does.
- 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.
- 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…
- Understanding Solar Coverage (iOS)Solar coverage helps you understand where solar-related map information is available in Canvass. Coverage can vary by area, imagery quality, and the data available for a property.
- User Profile Overview (iOS)Your profile shows your account details, team information, work details, and any profile tools available to you in the iPhone app.
- Canvass Pins (iOS)Canvass pins mark properties and locations on the Canvass map. Tap a pin to open the location details sheet, review what is known about the property, and take the next…
- Calendar Overview (iOS)Use Calendar on iPhone to review scheduled events, switch between day and list views, and open events to edit or reschedule them.
- Team Shadows / My Shadows (iOS)Shadow days help managers schedule time to observe a team member in the field. On iPhone, shadow days are managed from Teams and appear as calendar events after they are…
- Troubleshooting Canvass Pin Visibility (iOS)If pins are not showing on the Canvass map, the most common causes are the Pins layer, active filters, zoom level, or the area of the map you are viewing.
- Troubleshooting Google Calendar Sync (iOS)If Terros events are not appearing in Google Calendar, first confirm that your calendar sync connection is active, then check the calendar visibility settings in the Google Calendar app.
- Understanding What Each Metric Means (iOS)Stats in the iPhone app help you understand activity, account progress, appointments, goals, and other performance results. The exact metrics you see can vary by company, workflow, role, team, and…
- Welcome to Canvass Pro (iOS)Canvass Pro adds premium property filters and property details to help you find stronger canvassing opportunities from the iPhone app.
- Troubleshooting Calendar View: Personal vs. Team Appointments (iOS)If you are only seeing your own appointments in the Terros Calendar, check your calendar filters. The iPhone app can show your own events, team events, or company events depending…
- Using the Canvass Tool in Canada (iOS)Canvass can be used for Canadian addresses, but some Canadian homes may not already have a property pin in Terros. If a property does not have a pin yet, it…
- What Happens When I Cancel a Subscription? (iOS)Canceling a Canvass Pro or Canvass Max subscription stops future billing. Your current access should remain active until the end of the paid subscription period.
- How to Clear Terros Cache (iOS)Use Database Settings in Terros to clear the app's locally stored data and reload it from the network.
- How to Change Your Default Browser (iOS)Choose which browser opens web links from Terros and other apps on your iPhone.
- How to Check In for a Meeting (iOS)Record your attendance for a scheduled team meeting in Terros.
- How to Perform a Screen Recording (iOS)Record your iPhone screen so you can show Terros Support exactly what happened.
- How to Configure General App Settings (iOS)Use Terros Settings to personalize the app experience on your iPhone.
- How to Clear Browser Cache (iOS)Clear Safari website data on your iPhone when a web page or link is not loading correctly.
- Stats Overview (iOS)Use Stats on iPhone to compare performance and review detailed activity in a customizable table.
- Team 1:1s / My 1:1s (iOS)Use 1:1s in Terros to schedule time between a manager and a team member, review the meeting in Calendar, and confirm attendance after it happens.
- Tasks Overview (iOS)Find, review, and complete tasks in the Terros iOS app.
- Task Lockout (iOS)Resolve required-task lockout in the Terros iOS app.
- Scheduling Appointments from Canvass (iOS)Learn how to schedule a personal comeback or an available closer from a property in the Terros iPhone app.
- Close Event vs Personal Comeback (iOS)Learn the difference between a Closer Calendar (Close) event and a Personal Comeback in the Terros iOS app, and when to use each.
- Competitions Overview (iOS)How Compete works on iPhone and iPad: Leaderboard, Bracket, and Raffle competitions, setup checklist, announcing, and managing results.
- Custom Tasks (iOS)How to find, understand, and complete assigned tasks in the Terros iOS app, including how managers can request a recorded conversation.
- Satellite Imagery in Terros (iOS)Why satellite imagery in Terros' map view may look outdated for new developments, and how to switch to Street view to work around it.
- Sales Rep 1:1s Overview (iOS)Why 1:1s matter for Terros sales reps and managers, and what you can do with them in the iOS app.
- Sales Activity Filters (iOS)How to filter the Canvass map by who logged activity, when, and what type, on the native iOS Sales app.
- Getting Started with the Terros App (iOS)How to download the Terros iPhone app, keep it up to date, and find your way around the tab bar and feature groups.
- Recording App, AI-Pitch Evaluation, & Skill Share (iOS)How to use Terros's built-in Recorder on iOS to capture pitches, get AI or manager feedback, and share strong conversations with your team.
- How Offline-Mode Works (iOS)How the Terros iOS app keeps data in sync between your device and the server, including background sync, pull-to-refresh, offline changes, and downloaded map data.
- Quick Filters Overview (iOS)How Quick Filters help you save time and instantly reapply your favorite Canvass property and sales activity filter combinations on the Terros iOS app.
- How Managers Request, Receive, and Evaluate Pitches (iOS)How managers review pitch recordings reps submit to them in the Recorder's Coaching tab, score or comment on them, and share standout pitches with the team.
- Activity (iOS)How to find, filter, and use the Activity tab (formerly "My Contacts") to review your logged dispositions on iOS.
- My Accounts (iOS)How to view, filter, sort, and manage the leads, prospects, and customers assigned to you in the Accounts screen on iPhone and iPad.
- How to Check Your Role (iOS)Learn how to view your assigned role on the Terros iOS app and how your role affects which tools you can see.
- Multi-Accounts (iOS)Deprecated feature