Who is this for?
Full users on Ramping, Core, or Scale plans (legacy)
Full users on Meet
You can use the Jump iOS mobile app to capture phone calls and in-person meetings, whether they’re scheduled on your calendar or taken ad hoc.
Many other Jump features from the web browser experience are available in the iOS app, including note editing and syncing, meeting scheduling, AI Associate, and more.
Note: Access to the Join a call, meeting scheduling, and AI Associate features may be restricted by your broker-dealer or parent account.
Capturing a scheduled in-person meeting
To capture an in-person meeting that’s on your calendar, go to the Home tab and click on the specific meeting. You can also find a list of meetings beyond the current day in the Meetings tab at the bottom of the screen.
When you’re ready to capture, click the Capture meeting audio button from within the meeting page.
You can click the red pause button if you need to temporarily stop the meeting capture.
When you’re ready to resume the capture, click the red Resume button. If needed, use the Meeting playback feature to listen back to what’s been captured so far.
Once you’ve completed the meeting capture, click the red pause button, then select Upload to submit the audio and generate the notes.
Capturing a spontaneous in-person meeting
If you need to capture an in-person meeting that’s not on your calendar, go to the Home tab, then click the Capture meeting now button at the bottom of the screen.
Alternatively, you can click the green + New meeting button on the top of the screen to immediately start capturing.
When you’re ready to end the capture, click the red pause button.
In the new window that appears, give the meeting a name and click Submit to upload the audio to Jump and generate the notes. You could also use the Save Draft button if you’re not yet ready to submit the audio.
If you save the meeting as a draft, you will see it in your meeting list, with the option to upload when you’re ready.
Capture a meeting using the Jump lock screen widget
To use the Jump widget in your lock screen:
Tap and hold on your lock screen until the Customize option shows.
Tap Add Widgets
Scroll to the Jump widget and tap it
On the next screen, tap the Jump Capture widget
You can now tap Start from your lock screen to start a meeting capture instantly.
Capturing a phone call
You can also send the Jump notetaker to an active phone call using the mobile app. Go to the Today tab, click the Join my call button.
In the new window that opens, enter the phone number you’d like the Jump notetaker to call (usually, this is your own phone number), accept and merge the notetaker into your existing call.
For more information on this step, see here: How to capture a phone call with Jump.
Note: If you want to capture a phone call you’re taking on your mobile device that has the Jump app, you must use the Join my call feature. You cannot use the red New meeting capture button to capture your phone call conversation.
Capturing a meeting via Contacts tab
You have two options to capture a meeting and automatically link it to a contact via the Contacts tab of the app.
Option One: In-person meeting
Tap the desired contact in the Contacts tab. Next, tap the in-person meeting capture button in the top right corner of the contact.
Return to the Home tab and push the red pause button when you're ready to complete the meeting.
Title your meeting and tap Submit.
Option Two: Join my Call
Tap the desired contact in the Contacts tab. Next, tap their phone number on their contact page.
Tap the green button next to Start a call
You and your client will be called by the Jump notetaker. When the call finishes, you can find the meeting in your Meetings tab in the Past section.
Meeting Details
If you click into a meeting from the Meetings tab, you will be brought to the Meeting Details panel.
From here, you can see Meeting prep, or click Edit meeting details.
In the Edit meeting details screen, you will find information about the meeting including attendees, time, conferencing details, and the ability to toggle the notetaker on or off for the meeting. You can also copy the link to the meeting from this view.
How to sync notes to your CRM
After capturing a meeting using the Jump notetaker, you can edit and sync the notes to your CRM directly from the mobile app. Here’s how:
Go to the Meetings tab and click on the captured meeting.
When the notes are ready to review, you will see Status: Meeting Completed.
Scroll down to see the prepared meeting notes.
Use the Edit button to make changes to the notes, if needed.
Click on the provided automation to sync the note to your connected CRM.
Note: To make changes to your integrations or adjust your automations, you’ll need to do so from the web browser at my.jumpapp.com.
How to access your booking links
With booking links, you can send a scheduling link to a client by copying it right from the app.
To do this:
Navigate to the Home tab
In the Booking windows section, copy your desired link with the Copy Link button.
Using AI Associate
AI Associate (AIA) is Jump’s AI-powered assistant designed to help financial advisors get fast, intelligent answers — grounded in your firm’s client data across Jump, integrated CRMs, financial planning software, email, meetings, and tasks.
To use AI Associate in the mobile app, navigate to the Associate tab. From there, you can use AIA just like you would in the desktop app.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]