Mobile Module
A full-screen mobile web app for staff on the go. Customers, tickets, invoices, estimates, mileage, and expenses with receipt photos, all in a touch-friendly interface that reuses your existing staff login.
Mobile turns your CRM into a phone-first tool for field techs and owners who work away from the desk. It renders standalone with no desktop chrome, installs to the home screen as a PWA, and reuses your existing staff login, so there is nothing separate to set up or sign into.
The home screen is a colorful springboard of section tiles and quick actions that you can recolor, reshape, and re-border to taste, over an optional background image. Every screen is scaled up for touch, with adjustable font size for readability in the truck or on site.
What you can do from your phone:
Customers. Search customers, open a customer for its contacts and saved passwords, tap to call or email a contact, open the company address in Maps, and create or edit customers and contacts. Password reveal and copy mirror the desktop vault decryption and are written to the same audit log.
Tickets. Browse and filter tickets by status, open a ticket to read the reply and note thread, post a reply or an internal note, assign the ticket to a staff member, close it, and create new tickets.
Invoices. List invoices, open one for a full detail view with line items, and create invoices with a product-backed line-item builder. Sending an invoice mirrors the desktop Invoices module exactly: it attaches the PDF, shows a secure online-payment block for your enabled gateways, and delivers through the same mailer chain, so a mobile-sent invoice is identical to a desktop-sent one.
Estimates. Build estimates with the same line-item editor, send them to the client, mark them approved or rejected, and convert an approved estimate into a Draft invoice with one tap. Estimates share the desktop Proposals table, so they appear in both places with the same EST numbers.
Mileage. Log trips with a round-trip toggle that doubles the miles, a live reimbursement readout driven by your IRS mileage rate, and an optional customer link. The list is per staff member, grouped by month, with month-to-date miles and reimbursement totals. Trips share the desktop Mileage Tracker table.
Expenses. Snap a receipt photo straight from the camera, then capture the amount, a category and subcategory picked from your existing expense categories, the date, an optional customer link, a billable flag, and a note. Receipts are stored on your server and shown as thumbnails in the list. Expenses share the desktop Expenses table and roll into the same tax and reports centers.
Everything writes to the same tables the desktop modules use, so the phone and the desktop always agree. Where a companion desktop module is not installed, Mobile self-heals the tables it needs so each area still works on its own.
the PHP version in MultiPHP Manager, hard-refresh with Ctrl+Shift+R, and
purge Cloudflare if it is in front of the site.
Open Settings (the gear, top-right of the home screen) and tap "Save to
desktop." On Android this fires the native install prompt; otherwise use your
browser menu and choose "Add to Home screen." It then launches full-screen
like a native app.
In Settings you can set a home background image and color, header color and
font color, font size, and a per-section tile color, shape, border style,
border color, and thickness for Customers, Tickets, Invoices, Estimates,
Mileage, and Expenses. You can also configure scan-to-pay QR images shown on
the in-app invoice screen.
Tap a springboard tile to open a section, or use a quick action such as New
ticket, New estimate, Log trip, or Log expense. The back arrow returns to the
home screen. Forms are large and touch-friendly, and totals or reimbursement
figures update live as you type.
No. Mobile runs inside your existing CRM at https://your-crm/mobile and uses
your normal staff login. There is no separate app store download and no second
account. You can add it to your home screen so it launches full-screen like a
native app, but that is optional.
Which phones and browsers does it work on?
Any modern mobile browser. It is built as a standalone full-screen web app and
is tuned for touch. On Android the "Save to desktop" button fires the native
install prompt; on other devices you add it from the browser menu with "Add to
Home screen."
How do I add it to my home screen?
Open Settings from the gear at the top-right of the home screen and tap "Save
to desktop." If your browser does not show the native prompt, use the browser
menu and choose "Add to Home screen." After that it opens full-screen with its
own icon.
Does it change or duplicate my data?
No. Every area writes to the same tables the matching desktop modules use, so
the phone and the desktop always show the same records. Estimates use the
Proposals table, mileage uses the Mileage Tracker table, expenses use the
Expenses tables, and invoices, tickets, customers, and contacts use their
normal tables.
Do I need the desktop modules installed for each area to work?
It helps, but it is not required. Where a companion desktop module is not
installed, Mobile self-heals the tables it needs so that area still works on
its own. When the desktop module is present, Mobile defers to it, for example
using the desktop expense categories and the desktop IRS mileage rate.
Will an invoice sent from my phone look different from one sent on the desktop?
No. Sending an invoice from Mobile mirrors the desktop Invoices module. It
attaches the PDF, shows a secure online-payment block for your enabled
gateways, and delivers through the same mailer with the correct company name
and from address. The client receives the same invoice either way.
Why did an earlier version show other data in the invoice email, and is it fixed?
An earlier build embedded your saved scan-to-pay QR images directly into the
invoice email. If one of those uploads happened to be a screenshot containing
other information, that information went out with the email. This is fixed. The
invoice email now contains only the one invoice being sent, plus its PDF. If
any of your saved QR images are actually screenshots, replace them in Settings.
Can I still use scan-to-pay QR codes?
Yes. They still appear on the in-app invoice screen for staff. They are simply
no longer pasted into the client email. Upload or replace them in Settings
under Payments.
How does the mileage reimbursement get calculated?
Miles multiplied by your rate. The rate is prefilled from your IRS mileage rate
setting and can be adjusted per trip. The round-trip toggle doubles the miles,
and the reimbursement figure updates live as you type before you save.
Whose trips show in the mileage list?
Only yours. The mileage list is per staff member and filed under the logged-in
user, grouped by month with month-to-date totals for miles and reimbursement.
Where are receipt photos stored, and are they private?
Receipts are downscaled and stored on your own server under the CRM uploads
area. Nothing is sent to any third party. Receipt images are served only to
logged-in staff, and the list shows a thumbnail when a receipt exists.
What happens when I convert an estimate to an invoice?
Mobile creates a Draft invoice from the estimate, carrying over the line items,
notes, and any tax or discount, then marks the estimate approved and links it
to the new invoice. You land on the invoice screen, where sending it flips it
from Draft to Unpaid as usual. Once converted, the estimate shows a link to the
invoice instead of the convert button.
Can I reveal and copy saved passwords on the phone?
Yes. Reveal and copy use the same vault decryption as the desktop and are
written to the same password audit log. Note that the desktop gates reveal
behind a re-authentication step; on mobile, reveal is available on staff login
alone.
Can I customize how it looks?
Yes. In Settings you can set a background image and color, header color and
font color, font size, and a per-section tile color, shape, and border for each
area. Changes apply across all screens.
I installed the update but do not see the changes. What do I do?
Bust OPcache by toggling the PHP version in MultiPHP Manager, hard-refresh with
Ctrl+Shift+R, and purge Cloudflare if it sits in front of the site. If you
added the app to your home screen, reopen it after the refresh.
Is the app safe to hand to a field tech?
Yes. It is staff-side and uses your normal login and roles. Actions such as
ticket replies and invoice sends are recorded the same way as on the desktop,
and sensitive actions like password reveals are audited.
v1.25.1
Invoice send now mirrors the desktop Invoices module. It attaches the PDF
invoice, uses the same email layout with a secure online-payment block listing
your enabled gateways, and delivers through the same mailer chain with the
correct from name and address. A mobile-sent invoice is now identical to a
desktop-sent one.
1.24.1
Critical fix. Removed the scan-to-pay QR image block from the invoice email.
That block embedded staff-uploaded payment images into the client email; if an
uploaded image was a screenshot containing other data, that data went out to
the customer. The invoice email now sends only that invoice. Also fixed a
header row that some mail clients rendered as literal text.
1.24.0
Added Expenses. Snap a receipt photo, capture amount, category and
subcategory, date, optional customer, billable flag, and a note. Receipts are
stored on the server and shown as thumbnails. Shares the desktop Expenses
tables.
1.23.0
Added Mileage. Log trips with a round-trip toggle, a live reimbursement
readout from your IRS rate, and an optional customer link. Per-user list
grouped by month with month-to-date totals. Shares the desktop Mileage table.
1.22.0
Line-item card readability. Quantity and rate each get their own labeled line
on the invoice and estimate forms, with a clear line-total row.
1.21.0
Added Estimates. Build, send, approve or reject, and convert to a Draft
invoice in one tap. Shares the desktop Proposals table with matching EST
numbers.
1.16.0
Payment QR codes. Upload scan-to-pay images for Zelle, Venmo, Cash App,
PayPal, and custom slots, shown on the invoice screen and in invoice email.
1.15.0
Invoice line items now show on the invoice screen and in the invoice email.
1.14.0
Email sending for invoices, ticket replies, and welcome messages. Installable
PWA with "Save to desktop."
1.13.0
Create customers from the app. Background image stored as a fast static file.
1.12.0
Ticket reply composer with internal-note option.
1.11.0
Password reveal and copy wired to the real vault decryption, with audit
logging. Corrected the invoice pay link.
1.10.0 and earlier
Springboard home, themed header, settings screen, contact pages with
tap-to-call and Maps, adjustable font size, ticket open and create and close
and assign, invoice create and detail and scan-to-pay QR, and the initial
touch-scaled UI.
