Direct Sync

Device-to-device

Exchanges everything on both devices (companies, plants, surveys, assets, photos, contacts, prospects, activity log, satisfaction records, pricing & cadence settings) — a two-way merge, so both devices end up with the same complete data, not just one gaining the other's. Both devices need this page open. Tip: scanning works best when the phoneis the one doing the scanning — laptop webcams often can't focus close enough on a screen to read a QR code reliably.

Works over the same Wi-Fi with no internet needed. If the two devices aren't on the same network (e.g. laptop on office Wi-Fi, phone on cellular), this still works as long as both have some internet connection — it automatically relays through a TURN server in that case.