On this device, inside this browser. Nothing is uploaded anywhere, there is no login, and nobody else can see it. The trade-off is that the browser owns that storage — if it gets cleared, the data goes with it. That is what the Export button protects you from.

Once at the end of each working day. It takes about two seconds and the file lands in your Downloads folder. If you only remember a single habit from this whole guide, make it this habit.

It opens a pre-addressed email in your phone or computer's mail app, reminding you which exported file to attach and where to find it. It does not attach the file for you — no web page can do that automatically — so a manual attach tap is still required every time. Think of it as a nudge to get your backup off this single device (into email, and from there wherever you keep things), not a replacement for 💾 Export my data, which you still do first. The first time you use it, you'll be asked for the email address to send to; change it anytime with the "change" link next to the button above.

Almost certainly not. The most common cause is opening a different copy of the file, or opening it from a different browser or a different address than usual. Browser storage is tied to exactly where the file was opened from. Tap 📥 Load my data, pick your most recent .json file, and everything comes back.

Yes, but they do not sync automatically — there is no server in between. The workflow is: Export on the device you finished on, then Load my data on the device you are picking up. Most people pick a device as their main device and treat the other as read-only.

Everything currently on screen. Loading a file replaces your referrals, visits, tasks, and notes with what is in that file. If you have added anything since your last export, export first, then load. The warning box that appears before loading is there for exactly this reason.

The file is always the source of truth. If a referral shows as open, it was open when that file was exported. Admit it again and export straight away so the status is locked into the newest file.

Only the 🎯 Optimize Route feature uses it. It looks up the map coordinates for each of your accounts once, stores them, and never calls out again — the actual route math runs offline on your device. A full territory is a single handful of lookups, which sits far inside the free allowance. Everything else in the dashboard works with no key at all.

Setup gotcha: when you create the key, Google pre-selects a long list of API restrictions by default. Uncheck all of them, then select Geocoding API only. If you skip that step the key will look valid but return nothing.

Open the Route Planner and check the status line under the description. If it says the key is not set, add it. If accounts are still ungeocoded, tap 📍 Geocode all facilities and let it finish. A handful of accounts never resolve because the name alone is ambiguous — those get appended to the end of the route instead of being sorted. Editing the account name to include the city usually fixes it.

Voice uses the browser's own speech engine. It is tested on Chrome for Android; other browsers may or may not include one, and where there is none the button will not respond. The engine also needs an internet connection, and most browsers send what you say to the browser maker's servers to turn it into text. Everything voice does can be done by tapping — nothing is locked behind it.

Export your data first, then close the tab completely and reopen the file. That clears almost every display glitch. If a button is still dead after a clean reload, note exactly which button and what you tapped just before it — that detail is what makes it fixable.

No. This is a marketing tool, not a clinical record. Patient fields take initials only, and the dashboard will warn you if you type something that looks like a full name. Diagnoses, insurance, family contacts, and anything else protected belongs in your clinical system. Use the record ID field to link the two.

Open the dashboard in your phone's browser, then use the browser menu and choose Add to Home Screen. It gets an icon and opens like an app. Important: keep using that same icon every time — opening the same dashboard a different way can point the browser at a different storage bucket, which is the top cause of "my data disappeared."