Frequently Asked Questions

In order to be ubiquitous and available across all your devices, we store your data in the cloud. Like many startups, we use cloud infrastructure from Amazon and Google for our back-end.

Your data is securely stored on a server in the United States, on the same servers that power many of the world's most popular apps. We trust Amazon's expertise in hosting our databases, and have taken all necessary precautions to ensure that it is safe from loss or theft. If you lose your iPhone or accidentally delete our app, your data is not lost as it still exists in the cloud.

No, you can use this app completely offline if you like, even in Airplane Mode. When you're connected to the Internet, any changes you've made while offline will automatically sync with our server.

Your data isn't just stored on your iPhone or iPad, it is also synced with our cloud database. So we'll most likely be able to recover it even if it has somehow disappeared from your device.

It's possible that you've filtered out your data by a date range. To remove any date filters, tap the Filter button in the top left corner of the Sales screen. From there, either choose a different date range or press the All Dates button.

If that doesn't work, another thing you can try is go under the More tab and select My Account. Then select Resync with Server. That will download all your data from the server, and ensure that your iPhone or iPad is completely in sync with our server database. This process may take a few minutes, so please be patient and keep the app open on your iPhone or iPad until your data reappears.

If you still cannot find your data, please contact us and we'll do our best to help you sort it out.

Absolutely. Use it on all your iPhones and iPads and your data will sync between them. You can even use Sales Tracking when you're offline and the changes will sync the next time you connect to the Internet. Sales is also available on the Web, so you can view or enter data on your desktop computer.

Please click here to learn about tracking your leads.

Open the Lead by tapping on it on your iPhone or iPad. Then tap the Convert this Lead to a Sale link.

Currently, you have to input sales by hand. We're working on automating this by importing transactions from online marketplaces like Amazon, eBay, Shopify, and Etsy. If you sell through any of these sites, data entry should become fully automated soon. Your customers can be imported automatically from the iPhone or iPad Contacts app.

Sales Tracking does not currently let you associate a cost price with your products and services, but still make it possible to calculate your profit and loss.

For most businesses, profits and losses are not simply based on the cost price of the things they sell. There are other expenses involved such as wages, fuel, marketing, rent, commissions, travel, accounting, etc. For this reason, this app has a built-in expense tracker where you can enter all your expenses, not just the cost price of items. The expense tracker allows you to group expenses by categories and vendors. To track the cost price of items, you can create a category like "Inventory" or "Cost of Goods Sold".

Once you have entered all your expenses for the month, check out the "Sales vs Expenses" report in the Dashboard to see your profitability. We hope that using the expense tracker gives you a more flexible way to track your costs instead of just entering a cost price for each of your items.

The same way you would delete an email in the Mail app on your iPhone or iPad. Simply swipe across the item you wish to delete with your finger, and you will see the big red Delete button. Some screens also provide an Edit button in the top left-hand or top right-hand corner. Tapping this button enters an Edit mode where you can delete items easily.

Note: after you've deleted an item, it may take a few minutes for the changes to be synced with our server, and thus your other devices.

We calculate projected sales using your average daily sales and the number of days in the current month. For example, if today is June 10th and your month-to-date sales were $1000, your projected sales for June would be: (1000 / 10) x 30 = $3000, since June has 30 days.

You can export Dashboard reports as PDFs. Tap on the PDF button in the top right corner of any report to do so. You can then share the PDF via email, Dropbox, or any of the numerous sharing options available on iPhone or iPad.

You can also export all your customers, sales, products, and leads to Excel as CSV files. To export your data, look under theMy Account menu.

Categories are the "parent" of items. Every item must be inside a category. For example, if you were selling automobiles, your categories would be Cars, Trucks, and Minivans. If you were a painter, your categories would be Watercolor Paintings and Oil Paintings.

Under each of those categories, you would have specific items, such as Ford Mustang, Chevy Malibu, Honda Civic, etc. (using the automobile example). Basically, you cannot have items without a category. Every item needs to be under a category, even if you have only a single category.

Why? We chose this hierarchy for better reporting across groups of items. For example, in the automobile example above, you would be able to see if you're selling more Trucks or Minivans (regardless of the specific make and model).

You might have applied a date filter to the Dashboard. Tap the Filter button in the top left corner of the Dashboard screen. Then press the Reset button to reset the filter back to all dates for which you have entered data.

This app uses whichever currency is the default on your iPhone or iPad. To change the default currency, go into your device's Settings > General > Language & Region. From the Region list, select the correct region, which will change the default currency. Please note that currently this app does not support multiple currencies. So the only currency symbol it will display is the one that is the default for your particular region.

Create a sale with a negative total amount. The app will recognize this as a chargeback or refund, and apply special treatment to it. Transactions with a negative total will also appear with a red background to help you identify them easily.

The good news is that all your data is ultimately stored in the cloud on our servers. So if you create some new data on one device (e.g., your iPhone), it will eventually appear on all your other devices (e.g., your iPad).

However, the sync between your devices and our servers isnot real-time. This app does not immediately push your changes to the server as soon as you make them. Your changes are pushed to our server once every 15 minutes, and as soon as the app goes into the background.

For example, let's say you've entered a few sales on your iPhone. You've been using the app for around 20 minutes. During those 20 minutes, any new data you created will have been sent to our servers at least once (i.e., after 15 minutes). Let's say that your iPhone then rings and you answer the call. As soon as you switch to the Phone app and send the app into the background, your changes are sent to our server.

If you're using the app on your iPhone and iPad simultaneously, and enter some new sales into your iPhone, they will not appear on your iPad immediately. You'll have to wait until that data is first sent from your iPhone to our server, and then from our server to your iPad. As mentioned above, you can "force" the sync by first pressing the Home button on your iPhone, waiting a few seconds, and then pressing the Home button on your iPad. Going back into the app (after pressing the Home button) should make any pending changes appear.

There's another way to "force" the sync to happen without leaving the app. When using Sales Tracking on your iPhone, look under theMore tab. You can "pull down" the table to force a sync (just like you pull to refresh for email in the Mail app). Similarly, you can "pull down" the left-hand side table on the iPad. Manually doing this "pull to sync" is not necessary since the app automatically syncs your data periodically as described above. However, it's there if you should ever need to force a sync.

If the above automatic or manual sync mechanisms do not work for you, or you're seeing a more serious issue with missing data, there's another way to resolve it. Look under the My Account menu (you can find this under the More tab on iPhone). Here you'll see an option to Resync with Server. Doing this will simply overwrite any data on your device with what's stored on our server. Again, we don't think you should ever need to do this, but this is a quick way to ensure that you get a true replica of your data from our server.

If the above still doesn't work, sign out of the app and sign in again. Signing in will fetch a fresh copy of your data from our server. Finally, the last resort to fix any data syncing issues is to simply delete this app from your device and reinstall it from the App Store. This will require you to sign in again, and thus fetch your data from our server.

Unfortunately, this app is currently not designed for multiple users. It is optimized for a single user using it on several personal devices such as iPhone and iPad.

In theory, you could share the same username and password with multiple people. But it's just not tested for that kind of usage, so we recommend you don't use it that way. Besides, it's not very secure for multiple users to share the same username and password.

We plan to enable secure, officially supported multi-user access in the future. So far there hasn't been much demand, therefore it is lower priority than other features. If this feels like a deal-breaker to you, please share your feedback so we can re-prioritize it.

The Dashboard generates graphs using data you've entered. If data for a graph hasn't been entered, or has been filtered out, the graph won't appear. For example, the graph of Sales by Sale Sources analyzes all the sale sources you use. If you haven't selected sale sources when creating your sales, this particular graph won't be generated.

You can also filter graphs by date (e.g., last 60 days, last 90 days, etc.). If you're not seeing a graph, maybe there isn't any data for the date range you've selected. Tap the Filter button in the top left corner of the Dashboard and remove any filters by selecting All Dates.

Unfortunately this app does not currently have any invoicing features. This is one of our top requests, so we do plan on offering invoicing features in the future.

If your subscription lapses, all your existing data will remain safe in your account. Your account will simply downgrade to the free tier, which limits new data you can add. We will never delete your data unless you specifically request your account to be closed.

We're a small team of passionate engineers and designers based in San Francisco, California. Our work histories include jobs at Apple, Microsoft, Salesforce.com, and a bunch of smaller tech startups. We were inspired to make this app from our own experiences running small businesses or helping family members run theirs. Our official corporate name is Cool Wind, Inc. Please contact us to learn more about the team or ask us anything.