Connect on mobile

What the mobile Connect view shows

Connect is where Verinode reads in the data it needs to work for you: the tools you already run, the inbox you already use, the P&L you already have. Verinode does not replace any of these. It reads what is already sitting in your systems and turns it into benchmarks, margin visibility, and decisions IQ can act on. On mobile, Connect is a single scrolling page: the source list, every place data can come in from, grouped into three tabs (Your tools, Add a tool, Other sources), plus a hero that shows how many documents have landed and the fastest way to send more.

This is the mobile mirror of the web Connect page. Same data, same actions. Connect is your sources and their state only; the setup milestones and the earn tracker live under Onboarding on Actions.

Where to find it

Open the sidebar and tap Connect. On the web this is /connect; on mobile the same view lives at /m/business/connect, reachable from the mobile business menu.

The source list: your fastest way to bring in data

The hero

At the top of the page, a small uppercase label reads Get your data flowing, followed by a large number, the count of documents captured so far, with the word "document in" (singular) or "documents in" (plural) beside it. That count adds together everything Verinode has captured through email forwarding, file uploads, photo capture, and voice notes.

Below the count, a line reads {flowing} flowing · {ready} ready to turn on. "Flowing" counts sources that are actively connected or sending data today. "Ready to turn on" counts sources you could connect or set up a Flow for right now but haven't yet.

If your forwarding address is set up, a tappable box below the count reads Fastest way in · forward an email, with your dedicated forwarding address underneath in monospace. Tap it to copy the address to your clipboard; the label flips to Copied for a second and a half, then back to Copy. Forwarding an email (a carrier thread, an invoice, an approval) is the lowest-effort way to get a document into Verinode with no app switching. See Forwarding documents for what happens to an email once it lands.

Search and tabs

A search box below the hero reads Search your tools. Typing filters every list on the page at once, your connected stack, the catalog of tools you could add, and the other-sources list, by name.

Three tabs sit under the search box:

• Your tools, with a count badge showing how many tools are in your stack.
• Add a tool
• Other sources

Only one tab is visible at a time. The page opens on Your tools if you already have at least one tool selected, otherwise it opens on Add a tool.

Your tools

This tab lists every tool in your stack, plus QuickBooks if it is connected or available. Each row shows the tool's logo, its name, a one-line subtitle, and an action pill on the right:

• Flowing or Connected (a green pill) once real data is coming in.
• Flow on (a green pill) once you have set up a Flow for that tool, showing the tool is handled even though there is no live connection.
• Connect (a solid copper pill) for QuickBooks when it is available but not yet connected. Tapping it opens the QuickBooks authorization popup in place, with a full-page fallback if the popup is blocked.
• Set up Flow (a solid copper pill) for every other tool in your stack that has no API. Tapping it opens the Flow setup sheet described below.

If your stack is empty, the tab reads: "No tools yet. Open Add a tool to bring in the ones your office runs." If a search is active and nothing matches, it reads: "No tools match that search."

Add a tool

This tab is how you tell Verinode what your office runs, arranged in four blocks:

Recommended. A short list of tools worth adding first, chosen because you have no tool yet in that tool's category, so the suggestion fills a real gap rather than pushing something you already have. Each row shows the tool's logo, its name, a Direct badge when it connects via a direct API instead of a guided Flow, a one-line reason, and an Add button.

Direct connections. A preview of one-tap integrations still on the way: Gmail, Microsoft 365, Google Calendar, Outlook Calendar, and Verinode Notetaker. Each row shows the provider's logo and a pill that reads Connect once live or Coming soon while it is still in build. Tapping any row opens the mobile Integrations settings, where the live state of each is managed.

All tools. The full catalog, grouped by category (Estimating, Job management, Accounting, Project / field), minus anything already in your Recommended list or your stack. Each row has an Add button (outlined, not filled, since these are catalog picks rather than featured recommendations). Above the list, a note explains: "Tools you add show under Vendors too, since you pay for them. That feeds your vendor-spend benchmark." If every catalog tool is already added, the block reads: "You've added every tool in the catalog." If a search is active and nothing matches, it reads: "No catalog tools match that search."

Not listed? A free-text field, placeholder "Other tools, comma separated," with a Save button, for anything your office runs that isn't in the catalog yet.

Other sources

This tab covers the channels that aren't tools: your inbox, a shared folder, and direct file upload.

• Your inbox shows as flowing once a mailbox is connected or your forwarding address is active, with the subtitle "The job story, carrier threads, approvals." Before it's connected, it reads "Connect once, years of the job story flow in," with a Connect pill that opens the mailbox setup wizard.
• Connect a shared folder, for dropping files into one scoped Google Drive or SharePoint folder. Tapping it opens the mobile shared-folder connect view.
• Upload a file, for dragging in a P&L, an export, or a report directly.

If nothing is connected yet and there is no search active, the tab reads: "Your inbox and shared folders show up here." With an active search and no matches: "No sources match that search."

Setting up a Flow

1. 1From Your tools, tap Set up Flow on any tool without a live connection.
2. 2A sheet slides up from the bottom of the screen with the tool's setup card. Choose a cadence (how often the export should happen), who pulls it (yourself, a data contributor on your team, or someone you invite), and which reminder channels to use.
3. 3Once it's set up, the tool's row shows a Flow on pill with the cadence and who owns it, so you can see at a glance that it's handled.
4. 4When it's time to run the export, follow the collapsed steps in the card, then mark it done with I pulled it, or use Change / Turn off to adjust or stop the Flow.

Only a data contributor on your account, someone with the data_contributor role, can be assigned to own a Flow, so the upload is always attributed to a real person for the audit trail.

Onboarding moved to Actions

The 90-day intake program and the earn tracker used to stack under the source list here. Since September 2026 they live on Actions (/m/business/actions), under the Onboarding row above your plans, next to the onboarding plans that were waiting for you on your first sign-in. Connect is your sources only. See Actions on mobile for the row and the deck it opens.

Best-practice example

Say you've just signed up. Your Connect page opens with a hero reading "0 documents in," "0 flowing · 2 ready to turn on" (your accounting connection and your inbox, both available but not yet connected). Copy your forwarding address and start forwarding a week of carrier and vendor email; documents start landing and the inbox source flips to Flowing. Connect your accounting system next; that starts filling your margin data. Over on Actions, the Onboarding row shows the setup milestones those documents auto-completed and what the next sections bank.

Related help articles

• Connecting your data
• Forwarding documents
• Understanding your margin
• Benchmarks overview
• Clients and carriers
• The decision workspace
• The feed
• Actions on mobile

Data sources