You should not have to reconstruct every small task at the end of the day. Use the phone-friendly browser for permitted workspace tasks. The native companion’s implemented workflows focus on practical actions like these; availability depends on release status, your role and the modules enabled for your workspace.
Go into the customer conversation prepared.
Find customer and contact details, review the relevant history and keep the next follow-up connected to the relationship. Native customer views provide selected information, with deeper administration continuing in the browser.
Move an offer towards a decision.
Review quotations, record follow-up and use supported acceptance, revision and conversion actions. Keep eligibility and the accepted offer in view before moving into billing.
Capture the expense while the details are fresh.
Record the expense and attach the relevant receipt through the supported workflow. Check the amount, category and business context before confirming.
Keep today’s work visible.
Review assigned appointments and project tasks, update supported outcomes and record time against the right customer or project. Time still follows the agreement and approval requirements.
Give a waiting decision your attention.
Open the approvals available to your role and inspect the underlying record before deciding. A phone action follows the same permission and business rules.
Check the stock question where it arises.
Use supported item lookup and available warehouse tasks. Scanner and physical-device suitability need to be confirmed for your setup; a scan is not proof of receipt or shipment.
