No matter where your work takes you, instantly access project or customer data as well as collaborate with your team via mobile PSA. Handle timecards, expenses, approvals. Extend your collaboration power — and engage with clients or partners. Get the big picture on your little screen.
Run your business on the run
MOBILE DASHBOARDS: View PSA project data, account information, analysis, cost estimates, as well any other data located on your Salesforce org.
- Collaborate with your team via Chatter
- Access key services information
- Keep current on alerts and notifications
Access fuels efficiency
TIMECARDS AND EXPENSES: Enter timecards on the run. Log an expense as soon as a receipt is signed. Capture key information before it’s forgotten. Avoid costly delays in billing.
- Minimize late timecard or expense entry
- Keep your road warriors happy and motivated
Keep everyone in one loop
MOBILE COLLABORATION: Enable project teams to share, update, schedule, broadcast, or note anything related to a project across every boundary and time zone.
- Enable real time sharing in Chatter
- Dynamically surface relevant information to all team members
- Deliver alerts and notifications in real time
- Keep discussions in context
Stay connected in Communities
PSA CUSTOMER AND PARTNER COMMUNITIES: Provide all stakeholders — in or outside your firm — with access to relevant information, reports, and shared project plans.
- Collaborate with partners or customers securely
- Upload and share related project files and data
- Leverage Chatter for easy communication in context of your projects
- Collect time and expense information from your partners — project visibility and billing completeness