This article shows how to work with the Jupiter ERP app on the go: scan receipts, track time, work through appointments and orders on site, write service reports, and handle tasks, contacts, and documents.
Before you start
- The app is installed and you are signed in (see Companion app on your phone).
- You only see modules that your plan includes and that your role may read.
Scan and upload a receipt
- Tap New → Scan receipt, or Scan in Receipts. For an existing photo or PDF choose Gallery.
- Point the camera at the receipt. The scanner crops the page.
- Review the preview under Check receipt and tap Upload.
- After Upload complete the receipt is a draft in Jupiter ERP.
You can also share a file from another app (for example Mail or Files) to Jupiter ERP. The app puts it in the queue.
Receipts → Queue shows each upload: Preparing, Uploading, Uploaded, or Upload failed. Send a failed upload again with Retry or remove it with Delete. Without a connection the receipt stays in the queue and is sent once the app is online and open again.
You can also record a receipt completely in the app: open it, tap Edit, add contact, date, line items, and VAT rule, and save with Save as open. With the AI module, Analyze prefills the fields from the document. Record payment books a cash payment or transfer directly on the receipt. Detailed booking, locking, and exports happen in the panel (see Record a receipt).
Track time
- Tap Time and then Start, or choose New → Start timer.
- Add a Description, Contact, Project, or Order if needed and set whether the time is Billable.
- Stop with Stop.
A running timer stays visible when you leave the app: on Android as an ongoing notification, on iPhone as a Live Activity on the lock screen. Only one timer can run at a time. Recent lists your latest entries, where you can correct duration, break, and hourly rate. Reporting and billing happen in the panel (see Track, analyze, and bill time).
Appointments and orders on site
- Open the appointment from Home → Today or Menu → Appointments.
- Use Call, WhatsApp, and Directions to reach the customer or navigate to the site.
- On site, tap Check in. The appointment changes to On site.
- If needed, Start time starts a timer linked to the order.
- After the job, close the appointment with Complete.
Menu → Orders lists your service orders with status (Open, Planned, In progress, Done, Invoiced, Cancelled), site, line items, and recorded time. Call, Directions, and Start time are available on the order too. When the work is finished, set it with Mark done. Billing and invoicing happen in the panel.
Write a service report
- Open the appointment or order and tap New report under Reports.
- Pick a Template if your team has created some in the panel (see Create service reports). Without a template the report is called Site report.
- Adjust Title, Description, and Date.
- Attach a camera shot with Add photo or an existing picture with Gallery.
- Let the customer sign in the field with Sign and save.
Tasks, contacts, and documents
- Tasks: New → Task creates a task with title, list, priority, and due date. Mark done checks it off, Reopen brings it back.
- Contacts: view contact details, call, and create a contact with New → Contact, including master data, address, bank, and tax details.
- Documents: view, edit, and create quotes, order confirmations, delivery notes, invoices, and credit notes. Finalize turns a draft into a final document with a PDF. Send delivers it by email, as a download, print, or post. Share PDF, Accept/Reject, Mark paid, Cancel invoice, Send for signature, and Sign yourself are available where the document type allows it. Print layouts, text templates, and number ranges are managed in the panel.
Common problems
Camera or photos do not open.
The app asks for camera or photos only when you scan, pick a picture, or add a photo to a report. If you declined, tap Open Settings and allow access in the system settings.
A menu item is missing or shows "Not available."
Your plan does not include the module, or your role cannot read it. An admin adjusts permissions in the panel under System → Users.
Lists show old data.
Pull the list down to reload it. If that does not help, use Menu → Settings → Clear cache. Your sign-in and pending uploads stay.
