Welcome to this guide on adding Joy Pilot to your phone’s home screen! Joy Pilot is a powerful cloud accounting software designed to streamline your financial management and business processes. As a Progressive Web App (PWA), Joy Pilot offers the unique advantage of being installed directly onto your phone’s home screen without needing to download it from an app store. You will not find Joy Pilot in the App Store, but it can still be installed on your phone as if it were an app.

Progressive Web Apps (PWAs) are web applications, offering advanced capabilities and reaching users on any device with a single codebase. They blend the wide accessibility of web apps with the robust features of platform-specific apps to improve the user experience.

Why is this important? Having Joy Pilot readily accessible from your home screen significantly enhances efficiency and convenience. There are a number of functions that are simply much easier to do from your phone.

Using your phone and your favourite browser, head across to the Joy Pilot login page https://joypilot.co/login/.

Enter your login credentials, and IMPORTANTLY, also tick the "Remember me" box.

The next step is specific for Android users, and the screen shots below are from a Samsung phone using the Chrome browser. No matter what browser your use, the steps will be very similar.

Access Options Menu: Once you are logged in to your Joy Pilot account, tap the three vertical dots (menu icon) located at the top-right corner of the Chrome browser. A drop-down menu will appear.

Install Joy Pilot as an App: In the drop-down menu, find and select the “Install app” option.

Confirmation Screen: A confirmation screen will appear, showing the Joy Pilot accounting logo and an “Install” button. Tap the "Install" button to proceed.

Locate the Icon: After installation, you will see the Joy Pilot icon on your home screen. Tap this icon to launch Joy Pilot directly, providing instant access to your cloud accounting tools.

This step is specific for Apple users, and the instructions below are for an Apple iPhone using the Safari browser. No matter what browser your use, the steps will be very similar.

Access the Share Menu. Once you are logged in to your Joy Pilot account, access the Share Menu. This icon is a square with an upward-pointing arrow, located at the bottom center of the Safari window.

Add to Home Screen: Scroll down through the list of sharing options until you find “Add to Home Screen.” Tap on this option.

Naming the Shortcut: A new screen will appear, showing the Joy Pilot icon and a default name. You can edit the name if you prefer a custom label for the shortcut. After completing any changes, tap "Add" in the top-right corner.

Locate the Icon: Return to your iPhone's home screen. You should now see the Joy Pilot icon among your other apps. Tapping this icon will launch Joy Pilot directly, providing instant access to your cloud accounting tools.

Enjoy! You now have Joy Pilot installed as a shortcut on your phone's home screen, making it easier than ever to manage your finances on the go.