Run your business from a tablet

A phone is for the road. A tablet — for some notaries the only computer in the house — is where you sit down and run the business. So on a tablet the same app shows more: the web's business pages, inside the app, signed in as the app is. It works the same on an iPad as on an Android tablet. There's nothing to set up: install the app on the tablet and sign in, as on a phone — an iPad follows the iPhone's steps in Install the app and sign in.

The sidebar

On a tablet, what a phone keeps in its tabs runs down the left side instead, beside every screen:

1. New job, then Today, Jobs and Books — the phone's tabs.

2. Business — Calendar, Clients, Invoices, Taxes and Business settings. These are the web app's own pages, the same ones as on a computer.

3. The rest — Your page (with Edit your page, the web's Public profile), Mileage, Journal, Expenses, Odometer, Print queue, Credentials, Sealed documents and Settings.

Screens open beside the sidebar rather than on top of it, so moving from the calendar to a job and on to your invoices never piles pages up behind the back button.

A tablet turns every way, and the app turns with it. Where there's room for both — a large tablet on its side — Jobs shows its list and the job you tap side by side.

Using the business pages

• They're the web's pages. Nearly anything you can do on a computer on those pages, you can do here — and it's the same account, so what you change shows everywhere at once.
• Google and Stripe open in your browser, already signed in: connecting Google Calendar, or setting up card payments with Stripe, happens on their own secure pages. Come back to the app when you're done.
• Downloads go to the share sheet. An export, a statement or the tax pack is handed to your tablet's share sheet, to save to your files or send on — Save to Files on an iPad.
• Plans and billing aren't part of the app. Settings → Billing says so there; subscribe, change your card or cancel on the web, in a browser. Adding a partner or an employee is done on the web too — it changes what the business pays, and Team says so in place of those two forms. An assistant, who is free, can be added from the app.
• Taxes stay locked with Books, if you've turned on Lock Books and taxes — see Hide amounts, and lock Books or the whole app.
• They need a connection. With no signal they say These pages need a connection and offer Try again; Today, Jobs, Books and your drives still work, from what the app last loaded.