Find your way around the Reonic app

The Home page (Startseite in the German interface) collects the items that need your attention: open tasks, project assignments, file requests, mentions and offer signatures. It is your personal worklist. Company-wide figures such as closed-won volume and conversion rates live on the separate Dashboard page.

Read the Home page

1. Click Home in the left navigation. The page header reads "Here's an overview of your open topics."
2. Work through the sections from top to bottom. Each section is a short list of items waiting on you, and each row opens the project, task or note behind it.
3. To reload one section after something has changed, open its menu and click Refresh.

The sections sit in two columns, in the same order for everyone:

• Tasks: your open tasks, with a second tab for the tasks you assigned to others and See all to open the full Tasks page.
• Project assignments: the requests, offers and installations you have been assigned to.
• File requests: files your company has requested from customers, split into Open and Uploaded.
• Account Setup: your remaining setup steps, with a Continue setup button. Admins see the company's setup steps, other users their personal ones. The section disappears once setup is complete.
• Mentions in notes: notes in which a colleague @-mentioned you.
• Agents: agent runs that need attention, filterable by All, Report, Permission-needed and Failed. Shown to admins when the Agents feature is on in your workspace, together with a dismissable hint above the columns that suggests setting up an agent.
• Offer signatures: offers awaiting signature where you are the assigned Key Account Manager. Shown when you have the Offers permission.

An empty section means nothing is waiting on you there.

Open the calendar

The calendar has its own page. Click Agenda in the navigation (shown when calendars are enabled in your workspace), or open the calendar flyout from the navigation sidebar. On the go, the Mobile App's Home screen shows your appointments in its Agenda section.

Control which appointments the Mobile App's Agenda shows

The Agenda section on the Mobile App's Home screen lists your appointments for today and later this week, drawn from the calendars you have access to: your own calendars plus any shared or company calendars.

1. To stop seeing a colleague's appointments, ask them to stop sharing that calendar with you, or remove your access to it.
2. To start seeing a colleague's or a team's appointments, have that calendar shared with you.

The sharing set on the calendar itself decides what appears. The Agenda has no filter of its own.

Find pending offer signatures

1. On the Home page, open the Offer signatures section in the right column.
2. Open the Pending tab. It lists offers that have been sent and are awaiting signature where you are the assigned Key Account Manager, up to five at a time.
3. Follow up each row. The Signed tab lists the recently signed ones the same way.

For every pending signature in your company, open the Offers list and filter for offers awaiting signature. If an offer you expect is missing from the Home page, a colleague is its Key Account Manager, or it sits beyond the five rows shown. Reassigning the Key Account Manager moves the offer to that colleague's Home page.

Navigate the Mobile App

The Mobile App is the field-work companion to the Portal. It shares the same login and the same data, with a five-tab navigation built for site visits:

• Home: your dashboard, the Agenda section, your profile, and the store-update banner.
• Projects: all requests, offers, and installations, with filters by project type, status, tag, and assigned user.
• Tasks: your personal and assigned task queue.
• Calendar: event scheduling (shown when calendars are enabled).
• More: a menu with AR components, the component-datasheet chat, and the Sales Assistant.

Inside a project on the app you can start navigation to the customer, contact them by email, SMS, or WhatsApp, fill consultation checklists and site documentation, capture photos, run a LiDAR heat-load scan, edit files, tasks, notes, appointments, tags, and status, log time tracking, and open or share the Customer Portal link. Some flows stay in the Portal: issuing invoices, creating an offer from a request, offer templating, and the admin and integrations panels.

Last updated on October 2, 2026