Mobile Setup
I have always used the mobile version of my CRM a lot. And I had some suggestions that I think would make the experience better. Overall I think the mobile version with access to all features/roles doesn’t have the same access as the desktop. I understand not everything can be on it, but I feel like it is very limited. One thing I think could help is if the main page could be all the different types of widgets and just more features and accessibility. Instead of the current setup with 3 widgets on the homepage and then only 6 of 9 can be display on the bottom header. You should be able to put everything and customizable on the front page showing many widgets. Some other features I wish I could see on mobile are just all my invoices, estimates, work orders in a list and view them. I know this is a big change but just some thoughts. Love the that you guys accept feedback!
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Comments1
Noah Sanches
Aug 16
Thanks for the feedback here Alex! We definitely need to add more widgets and accessibility on mobile / mobile home page. We have some big upgrades in the works for it so we’ll keep in touch and may look to get your opinion on it/get you early access if you are interested