Quick Start DPX-Pro Suite

DPX-Pro iOS Quick Start

Use the iPhone app to choose either Create Direct Cost or Report, then move through the workflow cleanly and quickly.

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Best For

Field users, superintendents, project staff, and anyone capturing receipts at the point of sale or running a quick report from iPhone.

Helpful Notes

  • Best for point-of-sale receipt capture
  • Use a clean, readable image before submitting
  • Use the Report path with the fewest practical projects for the fastest results

Before you begin

  • Download the DPX-Pro app from the Apple App Store.
  • On your first sign-in, an access code will be sent to your email.
  • You may be prompted for a code again later depending on session security.
  • After sign-in, choose whether you want to use Create Direct Cost or Report before taking any action.
Report speed note: For faster results, use the fewest practical projects when previewing reports.

Quick Steps

Step 1

Sign in

Open DPX-Pro on iPhone and sign in with your approved company account.

Step 2

Choose Create Direct Cost or Report

After signing in, tap Create Direct Cost to enter a new Direct Cost or tap Report to work in the reporting flow.

Step 3

Choose the job

Select the project, employee, vendor, and purchase details before attaching backup or generating a report preview.

Step 4

Capture or preview

For Create Direct Cost, use the camera or file picker and review image quality. For Report, preview results using the fewest practical projects for faster results.

Step 5

Submit or confirm

Create the Direct Cost or continue with the Direct Cost report flow, then confirm the amount, vendor, method, and attachments look right.

These quick-start pages are intended as a fast operational guide for the DPX-Pro suite surfaces. Final workflow details may vary based on your company configuration, permissions, and connected tools.
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