How to use Bondler

1Download and get started

1. Search for “Bondler” in Google Play (Android) or the App Store (iPhone, iPad), install it and open it.
2. First time: tap No account yet? Try it free (up to 3 customers). No account needed.
3. Already have an account: enter your Company code, username and password, then tap Log in.

2Add a client

1. On the Customers page, tap Add customer.
2. Fill in the name, phone, company and so on (at least one of name, phone or company), then tap Save at the top right.
3. To find a client, type part of a name, phone number or company in the search box.

3Scan a handwritten form

1. Tap the scan icon at the top right (Scan a photo), then Take a photo or Choose from library.
2. After about 5–15 seconds, Check result opens.
3. Yellow fields are ones it wasn't sure about, so check them carefully. When everything looks right, tap Save.
4. If one sheet has several clients, you confirm them one by one (1/3, 2/3…).

• The trial includes 3 scans; plans include 5 scans a month, reset on the 1st. Failed scans aren't counted.
• Need more? Buy a scan pack in the app (valid for 12 months).
• The first time, allow access to the camera or photos when asked.

4Log contacts, to-dos and deals

Open a client to see three sections:

• Log this contact: add a note after each call or visit. The list shows each client's last contact date.
• Add to-do: what to do and an optional due date.
• Add deal: name, amount and stage. Update it with Change stage.

5Check your to-dos every day

1. Tap To-dos and switch between Due now, the next 7 days, all open and done.
2. Tick the box when it's done. Overdue items are shown in red.
3. Tap the person icon on the right to open that client.

6Subscribe to a plan

1. During the trial, tap Buy a plan at the top (or in Settings).
2. Choose the number of people (1, 2, 3 or 5) and pay with Google Play or the App Store.
3. Enter your Shop or company name, your name, an Administrator username and password, then tap Finish setup.
4. Your company code is shown. Write it down: you need it to sign in on other devices.

• The subscription renews monthly. Cancel anytime in Google Play or the App Store; it stays active until the end of the period.
• New phone or reinstalled the app? Tap “Restore purchases” on the purchase screen.

7Sign in on your tablet or another phone

1. Install Bondler on the other tablet or phone.
2. Enter your Company code, username and password and tap Log in. Your data downloads automatically.
3. From then on, changes on any device sync to the others.

• Each device counts toward your plan (1 on the 1-person plan, 2 on the 2-person plan, and so on).
• If you see Device limit reached, remove a device you no longer use (like an old phone) and sign in again.

8Settings and security

• Verify identity when opening: require fingerprint, Face ID or device passcode (recommended).
• Cloud sync: shows the sync status; tap Sync now anytime. Changes upload in about 20 seconds; other devices' changes download every 15 minutes.
• Manage subscription: view or cancel your subscription.
• Remove this device: free up a device slot (your data stays in the cloud).
• Report a problem: tell us if something goes wrong.