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Pete Mobile 2.0 Training: What’s New and How to Use It

Written by Jon Nolen

1. Introduce the purpose of Pete Mobile 2.0 2:46

  • Pete Mobile has been upgraded from a limited company phone app into a much more complete mobile version of Pete.

  • The goal is to let users do real work in the field without waiting to get back to the office.

  • This is an update to the existing app:

    • Same app

    • Same login

    • No second install needed

  • Availability:

    • iOS: available now

    • Android: coming next week

2. Log in and land on the mobile dashboard 5:08

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  • Open the updated app and sign in with your normal email and password.

  • You’ll land on the same dashboard experience you know from the website.

  • From the dashboard, you can access:

    • Personal dashboard

    • Company dashboard

    • Tasks

    • Search

    • Other core areas of Pete

  • The mobile app is designed to keep the most-used tools close at hand.

3. Search properties and contacts quickly 5:56

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  • Use the search bar to find properties by:

    • Property address

    • Seller name

    • Buyer name

    • Contact info

  • Search is flexible, so partial details still help.

  • Example use cases:

    • Search by street name if you don’t remember the full address

    • Search by the last four digits of a phone number

  • This makes it easy to find the right record while you’re on the go.

4. Review dashboard widgets, tasks, and team status 6:40

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  • The dashboard includes useful widgets and KPI information.

  • You can now set goals on KPIs.

  • Task summaries show items like:

    • Overdue

    • Due today

    • Due this week

  • Open a task to:

    • View status

    • See files or comments

    • Edit details

    • Mark it complete

  • Team status is visible too:

    • Green = available/logged in

    • Red = on a call

    • Offline = not logged in

5. Use profile settings and calling preferences 8:35

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  • In your profile, you can view and manage your account details.

  • You can set yourself unavailable if you want to stay logged in but not receive calls.

  • You can choose your default caller ID number.

  • Navigation preferences are supported, including map app selection.

  • The app also includes quick actions for:

    • Texting

    • Calling

    • AskPete (AI assistant feature coming soon)

6. Work from the Conversations inbox 10:09

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  • Conversations are grouped into a unified inbox.

  • You can view:

    • Calls

    • Texts

    • Combined conversation history

  • The inbox can be filtered so you only see conversations related to you.

  • Search conversations by:

    • Name

    • Phone number

    • Property

    • Message content

  • Open a conversation to:

    • Listen to call recordings

    • Read transcriptions

    • Review Mentor Max scoring and notes

7. Manage properties directly from mobile 12:32

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  • The Properties section gives you access to your leads, purchases, rehabs, and other phases.

  • You can search within a specific phase.

  • Open a property to see:

    • Gallery image

    • Phase and status

    • General info

    • Quick actions like call, text, Zillow, maps, refresh data, and skip trace

  • You can change status directly from the app.

  • General info fields are configurable on the website and carried into mobile.

8. Use property tabs to handle core work in the field 14:52

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  • Property details are organized into tabs.

  • Overview includes:

    • Pin notes

    • Recent activity

    • Core data

    • Tasks

    • Insights

    • Rehab scope

  • You can create or edit rehab scopes from the app.

  • The People tab includes:

    • Contacts

    • Team roles

  • The Activity tab combines:

    • Messages

    • Calls

    • Notes

  • You can search across all activity and add new notes directly in the app.

9. Upload and manage files and photos from the field 17:30

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  • The Files section lets you add property photos and other files directly from mobile.

  • Tap the plus button and choose a badge/category such as before pics.

  • You can:

    • Take new photos

    • Record video

    • Upload from your photo library

  • If you’re in a low-service area, files can still be captured and uploaded later when the device reconnects.

  • This removes the old workaround of emailing photos to yourself.

10. Create and manage tasks on mobile 19:16

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  • The Tasks section is a dedicated task page.

  • You can add tasks from mobile and associate them with a property.

  • You can select a template when creating a task.

  • This makes it easier to capture follow-up work while you’re still in the field.

11. Use chat for property and team communication 19:44

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  • Current chat support is project-based.

  • A newer version is coming with:

    • DMs

    • Channels

    • Property and team chat

  • The goal is to make chat feel more like a Slack-style workspace while keeping it tied to the property.

  • You can:

    • Open chats

    • Mute conversations you don’t need

    • Pin important messages

    • Start new chats

12. Make and receive calls from Android 21:10

  • Android will support in-app calling.

  • From Conversations, tap Call to place a call.

  • You can manage the call with controls like:

    • Mute

    • Hold

    • Keypad

    • Speaker/earpiece

    • Add to call

  • You can also create a task while on a call.

  • Incoming calls will show the contact name if available, or the phone number if not.

13. Use the app on iPad and work offline 24:26

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  • Pete Mobile is also compatible with iPad.

  • The larger screen shows more information at once.

  • The same property details, files, and tabs are available.

  • Offline support is built in:

    • If you refresh at the start of the day while online, Pete downloads key property data.

    • That lets you access tasks and appointments even if you lose service at the property.

14. Know what still requires the website 26:26

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  • Some configuration still lives on the website, including:

    • KPI dashboard setup

    • Certain advanced configuration options

  • The mobile app is meant to handle field work, not replace every admin setting.

  • E-signatures are available from Pete, so you can send contracts while on the go.

  • The app is designed to be useful for both field users and virtual users.

15. Understand the rollout and update process 27:48

  • This is a new version of the same app, not a separate app.

  • iPhone users update the existing app in the App Store.

  • Android users will get the update next week after Google approval.

  • Users will need to log in again after updating.

  • The team also shared a hidden Easter egg in the profile/version area.

16. Preview upcoming Pete features and trainings 32:45

  • Upcoming trainings will cover:

    • Workflow UI redesign

    • AskPete features

    • Communications inbox updates

    • Pete MCP server

  • Additional upcoming work includes:

    • Smartphone integration

    • Team and property chat training

    • New KPI dashboard catalog

    • Easier face templates and face taxes setup

  • The team emphasized that features are tested internally first for stability and support.

17. Get support and stay connected 35:34

  • If you need help, use the orange support icon in the app or email [email protected].

  • You can also record your screen in chat to show support exactly what happened.

  • Join the Facebook group for updates and feedback.

  • The team also recommended subscribing to the Pete podcast for REI tech interviews and product discussions.

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