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 your Co-COO can act on. On mobile, Connect is a single scrolling page with two parts stacked on top of each other:

• The source list at the top: 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.
• The 90-day intake program below it: six stages of roughly 20 milestones that walk you through getting fully set up, each one auto-completing as real data flows in or waiting for you to mark it done.

Between the two sits the IU bonus tracker, which shows the Intelligence Units you can still earn just for finishing setup and feeding your sections.

This is the mobile mirror of the web Connect page. Same data, same actions. A handful of setup wizards (email forwarding, service area) only have a full build-out on web today; mobile links out to them when you tap in.

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.

Earn Intelligence Units: the IU bonus tracker

Just under the source list sits a flat panel headed Earn Intelligence Units. This is the same activation-bonus mechanic that runs on web, sized for the first 90 days after signup. Intelligence Units (IU) are what fund IQ's work for you: the more you have, the more decisions IQ can run.

• If you're on the free Contributor tier, the framing reads: "These are free Intelligence Units. They extend your IQ runway, so you can get more out of IQ before any paid membership."
• On a paid membership, it reads: "Bank bonus Intelligence Units as you get set up. They fund IQ's work for you."

A pill next to the heading shows the total still available to earn, for example "+540 IU available." It disappears once there is nothing left to earn.

Finish setting up. A one-time 500 IU bonus for completing onboarding. Once earned, the amount is replaced with a green Banked checkmark badge.

Per-section bonuses. Each of your data sections (Vendors, Jobs, Clients, Carriers, and the others tied to a document type) can bank its own 50 IU bonus once you land 3 qualifying documents in that section, as long as you're still inside your first 90 days. A section only appears in this list once you've touched it (uploaded at least one document) or already banked it, so the tracker doesn't clutter itself with a dozen empty rows. Sections you haven't touched yet are summarized instead, either "Upload documents to any section to start earning. Each section banks +50 IU once you add 3." if you haven't started any, or "+50 IU waiting in N more sections as you add documents." otherwise.

Each in-progress section shows a thin progress bar and a line underneath reading, for example, "2/3 documents · 1 more to bank +50 IU." A section that's already earned its bonus shows the green Banked badge in place of the pending amount, and moves to the bottom of the list.

At the foot of the panel: your running total, "N IU banked," and either "N days left to earn" while your 90-day window is open, or "Your activation window has closed." once it isn't. (On this Connect page specifically, there's no separate "Go to setup" link since the tracker is already sitting on the setup surface.)

The 90-day intake program: six stages

Below the IU tracker, a short line of context explains the program, then a big count shows your overall progress: completed milestones over total milestones (for example "9/24"), next to a label reading "Overall · N%" and a copper progress bar.

The six stages stack as a list, one row per stage. Each row shows:

• A numbered badge (1 through 6), colored green once the stage is fully complete, copper if it's your current stage, or neutral otherwise.
• The stage title and subtitle.
• A Now tag next to the title if it's your current, unfinished stage.
• A thin progress bar and a "completed/total" count for that stage's milestones.

Tap a stage row to expand it inline and reveal its milestones. Your current stage opens expanded by default; the rest start collapsed.

The six stages, in order:

1. Foundations ("Set up your account, lock it down, then capture the easiest savings on the field-doc software you already pay for."). Covers completing your account, adding your brand basics, verifying your email and enabling two-factor authentication, saving your Vault Key, forwarding a few software subscription invoices, and reviewing your first negotiation plan.
2. Your business surface ("Map the vendors, equipment, and locations IQ needs to see your operating costs."). Covers your vendor list, your equipment catalog, your fleet, your facilities, confirming your service area, and wiring up email forwarding.
3. Your work ("Bring in the jobs, customers, and team so IQ understands how revenue is made."). Covers sharing a recent job or claim, capturing your SOPs, noting your customer mix (see Clients and carriers), capturing a recent customer survey, and inviting your team.
4. Your network ("Capture the carriers, TPAs, and subs you depend on so IQ can score your network strength."). Covers listing the carriers you work with, the TPAs and programs, your subcontractor list, and connecting your online reviews.
5. Your people and risk ("Bring in the certifications, incidents, and insurance so IQ can model your risk surface."). Covers team certifications, an incident report or safety protocol, and your insurance policies.
6. Your numbers ("The deepest intake. Unlocks the full margin and benchmark layer."). Covers last year's P&L, recent bank statements, a recent payroll summary, and connecting your accounting. This is the stage that unlocks Understanding your margin and the peer comparisons under Benchmarks overview.

A milestone row

Each milestone in an expanded stage shows a small status dot, a title, a one-line ask underneath, and a status label on the right:

• Pending (dim dot)
• In progress (yellow dot)
• Done (green dot)
• Skipped (dim dot)

Tap a milestone to expand it. Inside, a copper-tinted box headed What you'll get spells out the specific payoff for finishing that milestone. If the milestone was auto-detected from your data rather than marked by hand, a line reads "Auto-detected from your data, no manual action needed." If it was skipped, the reason you gave shows in italics.

For any milestone that isn't already done or skipped, up to three buttons appear:

1. 1Mark done, always available, records the milestone as complete right away.
2. 2Mark in progress, only shown while the milestone is still Pending, flips it to In progress without completing it.
3. 3Skip, opens a small form asking "Why skip '[milestone title]'?" with an optional text box (placeholder: "Optional, helps the system learn (e.g. 'no team yet')."). Confirm with Confirm skip or back out with Cancel. If you leave the reason blank, it's recorded as "Skipped by operator."

Most stages complete themselves as real data lands, an uploaded vendor invoice satisfies the vendor-list milestone on its own, for instance, so most of what you'll do here is skip milestones that don't apply to your business, not manually check every box.

At the bottom of each expanded stage, a link reads "Open setup tools on web," with a note that a few milestones (email forwarding, service area) have dedicated setup wizards that currently only exist in full on the web Connect page.

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" (QuickBooks and your inbox, both available but not yet connected), and the intake tracker sitting at "0/24 · Overall · 0%," Foundations expanded as your current stage. Copy your forwarding address and start forwarding a week of carrier and vendor email; documents start landing, the inbox source flips to Flowing, and the vendor-list and job milestones in stages 2 and 3 start auto-completing on their own. Connect QuickBooks next; that satisfies the software-invoice milestone in Foundations and starts filling your margin data toward stage 6. Along the way, watch the IU tracker: three documents into Vendors banks its first 50 IU automatically, no extra step required beyond the forwarding you were already doing.

Related help articles

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

Data sources