Help · Settings

Profile, phone verification, devices and help

Your Profile holds your photo, display name, time zone, email, phone and what your role lets you do. Verify your phone for texts, for calls, or both. Connect the Gearflow field app on a phone where your account has it. The Help button on every page opens the docs and a message to Gearflow Support.

Every person in Gearflow has a Profile page with their own details and settings. To open it, click your photo at the top right, then click your name. On a phone, the Profile page has its own header with your photo, name and Sign out.

This page covers the Profile page, phone verification, Your devices for the field app, and the floating Help button.

#Profile

The page header shows your photo, your display name, your email (or your phone if you have no email), your role, and Sign out. The sections below it, top to bottom:

Section	What it does
Gearflow app	Shows how to put Gearflow on your phone's home screen, with the steps for your browser.
Photo	Your photo shows next to your name on messages, on the requests you own and in your team's rosters. Drop an image on the box or click it to pick one. The photo saves as soon as it uploads. Remove photo takes it off.
Display name	What you go by. Teammates see it instead of your full name everywhere your name appears. Click the pencil to edit. Leave it blank to go by your full name.
Time zone	Gearflow sets it from your browser. Pick a zone from the list to keep it fixed. It saves when you pick.
Email	Your email address. Click the pencil to edit.
Email sending	Connect your Outlook, so vendor emails go from your own address. Shows only when Gearflow has this set up. See below.
Phone number	Your work phone, cell phone preferred, and its verification. See Phone verification.
Your role	"You're set up as" your role, and a read-only table of what your role can do. Only an admin on your account can change it. See Users.
Create tickets by phone	The number to text or call to create a ticket assigned to you, with Copy, Save to contacts and a QR code. See Texting and calling Gearflow.
Your tickets email address	The address to email to create a ticket assigned to you. You pick the first part.
Account tickets email namespace	Admins only. The account part of every teammate's tickets email address.
Your settings	Links to Your sites, Your notifications and, where your account has the field app, Your devices.
Account settings	Admins only. A link to Settings.

The page ends with the app version.

Email and phone are also the ways you sign in. You cannot remove the email if you have no phone number, or the phone number if you have no email: the page says it is your only login method. See Signing in.

#Email sending (Outlook)

Without it, your emails to vendors go from Gearflow. With it, they go from your own address, so vendors see your name and reply as they would to you.

Connect Outlook asks Microsoft for permission to send only. Gearflow never reads your inbox.
When connected, the badge reads Connected. Requests for quotes, purchase orders and messages go from your mailbox and stay in your Outlook sent items. Vendor replies still come into Gearflow.
If Outlook stops accepting emails from Gearflow, the badge reads Needs reconnect and your vendor emails go from Gearflow until you click Reconnect Outlook.
If your company needs an IT admin to approve the connection, the page gives an Approval link for your IT team.
Disconnect sends your vendor emails from Gearflow again.

#Phone verification

Gearflow verifies a phone number two ways, because they prove different things. A mobile phone can pass both. A landline or desk phone can only pass the call.

Button	How it works	What it unlocks
Verify for texts (SMS)	Gearflow texts you a 6-digit code. Type it and click Verify. Resend code sends a new one.	Proves the number gets texts. Required to turn on text notifications.
Verify by call	Gearflow calls you and shows a code on screen. Key the code into your phone's keypad when the call asks.	Proves the number takes calls, and lets Gearflow calls show your number as caller ID. Required for Call with Gearflow.

Under the number, the page shows Verified for calls, Verified for texts (SMS), or both.

Before you verify for texts, the page shows what texts you will get and how to reply STOP or HELP.
A call that nobody answers shows Verification timed out. A missed call or a wrong code shows Verification failed. Each has a Retry button.
Changing the number clears both verifications. Verify the new number again.
Create tickets by phone needs no verification. Gearflow knows you by the number on your profile when you text or call the ticket number.

Until you verify for texts, a dot shows next to Your notifications in the menu under your photo.

#"We can't text this number"

Gearflow stops texting a number that the phone network refuses. The page then shows a red warning, We can't text this number., with the reason:

Not a valid phone number
Not a mobile number — cannot receive texts
Texts to this number's region are not enabled

Text notifications to that number stay off until you fix it. Correct the number and save: a changed number clears the warning, and Gearflow tries again. A number that replied STOP is a different case: see Notifications.

#Your devices and the field app

Gearflow turns this on for your account. Where it is on, every person in the account can connect a phone that runs the Gearflow field app, and sees Your devices under Your settings on their Profile.

#Connect a device

You connect a phone from the field app itself:

In the app, start sign-in. The app opens Gearflow's sign-in page.
Sign in as usual with your code (or Microsoft).
Gearflow shows Connect device name to Gearflow. It names you and the account the app will sign in to, and says the app can send field records and read your desk.
Tap Connect. Cancel returns to the app without connecting.

If you belong to more than one organization, Choose another account switches the account first.

A connected phone stays signed in for 90 days from its last use. A phone connected from a Microsoft sign-in is checked with Microsoft again after 24 hours.

#Your devices

Your devices lists the phones signed in as you. Each row shows the device name, the platform (iPhone or Android), the account and the date of last use.

Disconnect signs that phone out. It must sign in again to reconnect.

#The Help button

A round Help button (a question mark) floats at the bottom left of every page once you are signed in. On a phone it sits just above the bottom bar. Click it to open the help panel:

Row	What it does
Documentation	Opens these help docs in a new tab.
Message support	Opens a form: "How can we help?" Click Submit request.
Share your feedback	Opens a form: "Help us improve this page". Click Send feedback.

How the two forms work:

Each send starts a new direct message conversation with Gearflow Support.
Attach screenshot adds images: up to 5, each up to 5 MB.
Gearflow adds the page you were on and your device and browser, so you do not have to describe them.
A form keeps your draft while you move between pages.
After a send, the panel closes and a message confirms it: "Support request sent." or "Feedback sent. Thanks!"
If an attachment fails, nothing sends, and the form says to re-attach and try again.

After Gearflow releases a new version, the panel also shows A new version is available — refresh at the top. Click it to load the new version.