ObserviX × R&R TV Mounting

The CRM works on a phone

DoneYour CRM

Every screen of the CRM was rebuilt for a phone: big buttons, a job form that fills the screen, a board you swipe and a calendar as a day list.

What we did

  • Job form on a phone opens full screen, with the Save button always visible and stages as big tap buttons.
  • The board swipes sideways column by column; press and hold a card to drag it, or use Move.
  • The calendar turns into a simple list of visits by day.
  • Figures sit in two compact columns, so the list is still on screen.
  • Checked on a real phone size, by touch.

How it looks

Jobs on a phone
Jobs on a phone
One job on a phone: tap the stage
One job on a phone: tap the stage
The board on a phone
The board on a phone
Visits by day on a phone
Visits by day on a phone

Screenshots of the CRM use sample customers, so no real customer data is shown.

Why it matters

Your technician works from a phone, on site. Everything he needs — the address, the time, the services, the call button — fits in his hand.