> ## Documentation Index > Fetch the complete documentation index at: https://support.parker.work/llms.txt > Use this file to discover all available pages before exploring further. # Use the Parker app > Install Parker on your iPhone or iPad, sign in once, then log jobs, update records, and ask about any account, under your own Salesforce permissions. The Parker app is the main way to use Parker on your phone. Install it once, sign in, and do your Salesforce work in one chat, under the permissions and rules you already have. > [!NOTE] > > The Parker app runs on iPhone and iPad with iOS 18 or iPadOS 18 or later. It's in early access, so you install it from an invitation. An Android app is planned. Until then, on Android, use the Parker web app in your browser. ## Get the app **1. Connect your Salesforce login on the web** Parker works as you, so it needs your own Salesforce login. You connect it once in the Parker web app, under **Settings** > **Connections**. See the [Quickstart](https://support.parker.work/quickstart.md). In the app, **Settings** > **Connections** > **Manage Salesforce on the web** takes you to the same page. **2. Open your invitation** Parker support sends you an invitation to install Parker through TestFlight, Apple's app for early-access apps. Open the invitation on your iPhone or iPad and follow it to install TestFlight, then Parker. If you don't have an invitation, ask your Parker admin. **3. Sign in** Open Parker. The first time, select **Other ways to sign in**. Enter your work email and select **Continue**, then enter the code Parker emails you. You can also select **Continue with Apple**, **Continue with Google**, or **Continue with Microsoft**, if that's how you sign in to the web app. **4. Check it worked** Parker opens on your chats. Select **New chat** and ask about a record you can open in Salesforce, such as "What are my open cases?" There's no sign-up in the app. Your organisation adds you to Parker, and the sign-in screen says **Your Parker administrator controls access to this workspace.** ### Sign in with your mobile number After your first sign-in, you can add your mobile number and sign in with a texted code from then on. 1. In the app, open **Settings** from your picture on the chat list, and select your name to open **Account**. 2. Select **Phone number**, enter your **Mobile number**, and select **Text me a code**. 3. Enter the 6-digit code. The row shows **Verified**. Next time, select **Continue with phone number** on the welcome screen. Texted codes work for numbers in Australia, Canada, the United Kingdom, and the United States. ## What can I do in the Parker app? Most of what people do fits one of eight jobs. See [What teams do with Parker](https://support.parker.work/mobile/use-cases.md) for examples of each. > [card] [Send a voice note](https://support.parker.work/mobile/voice-notes.md) > > Say it. Parker tells you what it heard, then does the work. > [card] [Log visits and calls](https://support.parker.work/mobile/visits-and-calls.md) > > Check in at a site and log what happened. > [card] [Log a job from a photo](https://support.parker.work/mobile/log-a-job.md) > > Snap, tap, confirm. The photo is attached to the case. > [card] [Close a job with evidence](https://support.parker.work/mobile/close-a-job.md) > > Readings, notes, and photos onto the job. > [card] [Check a status](https://support.parker.work/mobile/check-a-status.md) > > Where a job, claim, or proposal is up to. Nothing is written. > [card] [Report and escalate](https://support.parker.work/mobile/report-and-escalate.md) > > Your Salesforce rules decide who's told. > [card] [Record a compliance check](https://support.parker.work/mobile/compliance-checks.md) > > Temperatures, tests, and certificates, under your name. > [card] [Orders, bookings, and approvals](https://support.parker.work/mobile/orders-and-approvals.md) > > Your limits and approval steps still apply. > [card] [Update a record in a sentence](https://support.parker.work/chat/updating-records.md) > > Parker shows the change before it saves. > [card] [Business cards and contacts](https://support.parker.work/mobile/business-cards.md) > > Turn a card or shared contact into a lead or contact. > [card] [Briefs and updates](https://support.parker.work/mobile/briefs-and-updates.md) > > Your day, before you start it. > [card] [Confirm, edit, and correct](https://support.parker.work/mobile/confirm-and-correct.md) > > Fix anything Parker got wrong with a reply. ## How do messages look? ![The rep asks to change the PO number on case 00412398. Parker shows PO Number PO-5190 to PO-5521 with Confirm, Edit, and Cancel, then replies Saved.](https://mintcdn.com/fieldko/0NheQi8f6GIQ78vb/images/phone/update-record-confirm.png?fit=max\&auto=format\&n=0NheQi8f6GIQ78vb\&q=85\&s=af08242dd01b9c0a606209004eb19aea) Every change arrives as a card. Nothing saves until you tap Confirm. ![Parker asks when someone can come in, with Today, Tomorrow, and Another day buttons.](https://mintcdn.com/fieldko/0NheQi8f6GIQ78vb/images/phone/photo-case-questions.png?fit=max\&auto=format\&n=0NheQi8f6GIQ78vb\&q=85\&s=5ca89b03337fce0e8f51d68076fc29f0) Choices arrive as buttons you tap. * **Answers as they're written.** Parker's reply appears as it's written, with the records it used. * **Buttons.** When there are a few choices, Parker shows numbered buttons. You can also type the number of an option. * **Tables, charts, and maps.** Tap a column heading to sort a table. Its **Table actions** menu has **Copy table**, **Export CSV**, and **Share as image**. CSV is short for comma-separated values, a file a spreadsheet can open. * **Sources.** Tap a numbered source to open the Salesforce record behind an answer. It's read live, with your access. * **Files.** Exports and documents arrive as cards. Tap **Open** to view, save, or share the file. ## What can I send Parker? Select the add button next to the message box to add **Photos**, a **File**, a **Camera** shot, or to **Scan a document or card**. | Send | What Parker does | | - | - | | Text | Answers, or prepares a change for you to confirm. | | A voice note | Hold the microphone, say it, and release to send. Parker answers or prepares a change, the same as text. See [Send a voice note](https://support.parker.work/mobile/voice-notes.md). | | Photos | Reads them to find the account, equipment, and fault, and can open a case. You can draw on a photo before you send it. | | PDFs and other documents | Reads them, like files in the web app. | | A scanned document or business card | Reads it, and offers to add a lead or contact from a card. | | A reply to an earlier message | Swipe a message, or press and hold it and select **Reply**. Parker treats your message as a correction or follow-up to that message. | You can add up to 10 files to one message, each under 10 MB, 30 MB in all. See [Limits and supported files](https://support.parker.work/reference/limits.md). Photos, voice notes, and documents can suggest a change, but they can't approve one. Only your tap on **Confirm** saves. ## Is it the same Parker as the web app? Yes. A chat you start in the app is a normal Parker conversation. It appears in the web app sidebar, so you can pick it up on a bigger screen, and chats you start on the web appear in the app. Parker uses the same Salesforce login, knowledge, memories, and rules everywhere. ## Work without a connection * **Read.** Recent chats, and the photos and records you've opened, are kept on your phone. With no connection, Parker shows **Offline. Showing what is saved on this phone.** * **Write.** A text message you write offline is kept, with a clock beside it, and the chat list shows how many messages are waiting to send. Open the chat when you're back online and it sends. Photos and files aren't kept for later, so add them again once you're connected. * **Follow a message.** A clock means waiting to send. One tick means sent. Two blue ticks mean Parker has started on it. If a message shows **Not sent.**, select **Try again**. Everything kept on the phone is removed when you sign out. ## Give feedback on an answer Press and hold any of Parker's answers and select **Helpful** or **Not helpful**. If an answer was off, say what was wrong in your next message, and Parker takes it from there. The same menu has **Star**, to keep an answer under **Starred answers**, plus **Copy** and **Share**. ![The rep marks a visit count as not helpful. Parker replies Thanks, noted. Tell me what was off and I'll fix it. The rep says they also went to Northgate School on Thursday.](https://mintcdn.com/fieldko/0NheQi8f6GIQ78vb/images/phone/reaction-feedback.png?fit=max\&auto=format\&n=0NheQi8f6GIQ78vb\&q=85\&s=01451d3a53846e72d819949c3896622d) Example: tell Parker when it's off, then the correction. ## What can't Parker do in the app? * **Read videos.** Send a photo if you want Parker to read a label or fault. * **Listen to a long voice note**, or to voice notes in a workspace where they're turned off. See [Send a voice note](https://support.parker.work/mobile/voice-notes.md). * **Connect Salesforce.** You connect your own Salesforce login in the web app. * **Work without an account.** Someone who isn't in your Parker workspace can't sign in. ## Lock the app, a new phone, or a second workspace * **Lock Parker.** On the chat list, open **Starred answers and settings** and turn on **Lock Parker when it has been closed**. Parker then asks for Face ID or your passcode when you come back to it. * **New phone.** Install Parker from your invitation and sign in again. Your chats are on your account, not the phone. * **Lost phone.** Tell your Parker admin straight away. Change the password for the email or account you sign in with. * **Two workspaces.** In **Settings**, open **Account**, then **Organisation**, and choose the one to work in. Parker reopens in the organisation you used last. * **Sign out.** In **Settings**, open **Account** and select **Sign out**. Messages still waiting to send are deleted. ## Troubleshooting > [accordion] We don't know that number yet > > Your mobile number isn't on your Parker account. Select **Sign in another way** and sign in with your work email. Then add the number under **Settings** > **Account** > **Phone number**. > [accordion] That code isn't right. Check the text and try again. > > Enter the newest code. If it has expired, select **Send a new code**. > [accordion] I can't install the app > > Check that your iPhone or iPad runs iOS 18 or iPadOS 18 or later, and that you opened the invitation on that device. If the invitation has expired, ask your Parker admin for a new one. > [accordion] Parker says it can't reach my Salesforce > > Your own Salesforce login isn't connected, or the connection has expired. In **Settings** > **Connections**, select **Manage Salesforce on the web** and connect again. > [accordion] This chat isn't saved on this phone > > You're offline, and this chat wasn't opened recently on this phone. It loads when you're back online. > [accordion] A message I wrote offline hasn't sent > > A waiting message sends when its chat is open and you're connected. Open the chat. ## Still need help? Check [Troubleshooting](https://support.parker.work/reference/troubleshooting.md) for the exact message you see. If a setting is admin-only, ask your Parker admin. For anything else, [contact support](https://support.parker.work/reference/contact-support.md). ## Related > [card] [Quickstart](https://support.parker.work/quickstart.md) > > Set up and send your first message. > [card] [How Parker acts on your behalf](https://support.parker.work/get-started/how-parker-acts.md) > > What Parker confirms before it saves. > [card] [Other channels](https://support.parker.work/mobile/overview.md) > > Messages and Microsoft Teams. > [card] [Troubleshooting](https://support.parker.work/reference/troubleshooting.md) > > Fixes for common problems. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.