Adding customers in the mobile app
I found the other day when on-site at a clients office that I was unable to add a customer while using the Atera app. Did I miss something here or was that an oversight? I am requesting that an add button be placed in the app so we can add customers on the fly if that is possible. I get new clients while on the go all of the time and usually either have to get my laptop out or write it down on a piece of paper then add them when I get back to the office. This is not efficient at all, especially when we need to create a ticket for them.
1
vote
Joshua Montgomery
shared this idea
We're excited to share that we released the option to add a customer from the mobile app! We greatly appreciate your suggestion and thank you for bringing it to our attention.