EloSync Mobile

Tenant workspace app for iOS and Android. Sign in with the same email and permissions as the web workspace — Central admin is not available on mobile.

Sign in

1. Open the EloSync app (development build or store release when available).
2. Enter your email and password.
3. Optional: workspace slug for branded login or if directed by your administrator.
4. Complete email verification if prompted.
5. If your account has two-factor authentication turned on, enter the 6-digit code from your authenticator app (or a recovery code) on the follow-up screen to finish signing in.

Forgot password requires your workspace slug or domain plus email (the mobile app is not tied to a workspace subdomain URL like the browser).

Two-factor authentication is managed from Profile → Two-factor authentication: turn it on with your password, scan the setup key into an authenticator app (mobile shows the setup key as text rather than a QR code), confirm with a code, and save your recovery codes somewhere safe. Passkey sign-in, available on the web app, is not yet supported on mobile.

Push notifications

1. Open Profile.
2. Turn on Push notifications and allow the system permission when prompted.
3. Keep the app closed or in the background — assignment and mention alerts can wake the device via FCM (same backend path as desktop push).
4. Tap an OS notification (or a row in the in-app Notifications list) to open the related record when the module is available on mobile.

Opt-in is remembered on the device across sign-out; the next sign-in re-registers quietly. Push requires a native build with Firebase Android/iOS configured — until then Profile explains that push is not ready on this build.

App updates

Most feature and bug-fix updates arrive automatically when you open the app (no App Store / Play Store download required). You only need a store update when the release notes say a new native version is required (for example after a major platform upgrade).

What's on mobile today

Mobile modules roll out PR-by-PR. The app home screen lists modules your role can access.

Dashboard includes greeting, an attendance check-in card when self check-in is available, Today's focus (active leads, overdue tasks, next meeting), metric tiles (when Analytics or related modules are entitled), Quick Actions (permission-gated create shortcuts), a header create sheet for Lead, Task, Meeting, and Invoice, open tasks, and recent activities.

More lists Account tools, then modules grouped by category (Work, Sales, Billing, Purchasing, Inventory, Finance, HR, Tools) with an icon on each row. Leads, Tasks, and Opportunities stay on the primary tab bar and are omitted from More.

Module	Mobile surface
Leads	List with KPI stats strip, search, create, view, edit, delete; notes, AI copilot, and activity timeline on view (permission-gated); Trash for restoring or permanently deleting deleted leads (permission-gated)
Tasks	List, search, status / my-tasks / overdue filters, create, view, edit, delete, complete/reopen; notes and activity timeline on view when update permitted
Contacts	List with KPI stats strip, search, create, view, edit, delete; notes and activity timeline on view when update permitted; Related hub for entitled Opportunities, Help Desk, Projects, and Documents
Companies	List with KPI stats strip, search, create, view, edit, delete; notes and activity timeline on view when update permitted; Related hub for entitled Opportunities, Help Desk, Projects, and Documents
Opportunities	List, search, create, view, edit, delete; notes, AI copilot, and activity timeline on view (permission-gated); Pipeline tab
Activities	List, search, create, view, edit, delete, complete (permission-gated); notes and activity timeline on view when update permitted; Log tab
ToDos	List, search, create, view, edit, delete, mark complete (permission-gated); ToDos tab
Quotations	List, search, create, view, edit, delete, send, accept (permission-gated); notes and activity timeline on view when update permitted; Quotes tab
Calendar	List (60-day range), search, create, view, edit manual events, cancel, delete (permission-gated); Calendar tab
Meetings	List (60-day range), search, create, view, edit, cancel, complete, delete (permission-gated); Meetings tab
Projects	List, search, create, view, edit, status transitions, delete (permission-gated); notes and activity timeline on view when update permitted; Projects tab
Contracts	List, search, create, view, edit (draft only), status transitions, delete (permission-gated); notes and activity timeline on view when update permitted; Contracts tab
Invoices	List, search, create, view, edit (draft only), send, void, delete, download PDF (permission-gated); notes and activity timeline on view when update permitted; Invoices tab
Payments	List with KPI stats strip, search, create, view, edit (draft only), post, void, delete, download receipt PDF (permission-gated); optional invoice allocation; notes and activity timeline on view when update permitted; Payments tab
Credit notes	List, search, create, view, edit (draft only), issue, apply, refund (applied), void (draft/issued), delete (permission-gated); notes and activity timeline on view when update permitted; Credits tab
Estimates	List, search, create, view, edit (draft only), send, accept, reject, convert to invoice, delete (permission-gated); notes and activity timeline on view when update permitted; Ests tab
Expenses	List, search, create, view, edit (draft only), submit, approve, reject, pay, cancel, delete (permission-gated); notes and activity timeline on view when update permitted; Spend tab
Products	List, search, create, view, edit, delete (permission-gated); notes and activity timeline on view when update permitted; Products tab
Warehouses	List, search, create, view, edit, delete (permission-gated); notes and activity timeline on view when update permitted; WH tab
Inventory	Stock levels, adjust, transfers (create/view/edit draft/dispatch/complete/cancel/delete); Stock tab
Communication templates	List, search, create, view, edit, delete (permission-gated); Tmpl tab
Email	Mailbox list (inbox/sent/drafts), search, read, mark read, link/unlink to a Lead, Contact, Company, or Opportunity (permission-gated); Mail tab
Announcements	Inbox, search, view, mark read; create/edit/delete for managers; News tab
Assets	List, search, create, view, edit, delete (permission-gated); notes and activity timeline on view when update permitted; Assets tab
Short links	List, search, create, view, edit, delete, share short URL (permission-gated); Links tab
Documents	List, search, upload, view, edit metadata, delete, download/share (permission-gated); Docs tab
Help desk	List, search, create, view, edit, delete, close, reopen, add notes (permission-gated); activity timeline on view; Tickets tab
Knowledge base	List, search, create, view, edit, delete (permission-gated); notes and activity timeline on view when update permitted; KB tab
Team chat	Conversation list, search, join channels, start DM/group, read thread, send text (permission-gated); Chat tab
Live Chat	Inbox with search and status filter, conversation thread, reply or internal note, canned replies, assign to me, close/reopen, live visitors (permission-gated). Polls while open. Widget settings, departments, and visitor bans stay on the web app
WhatsApp Cloud	Inbox, search, read thread, open chat, send text or approved templates (permission-gated); WA tab
Automation	Workflow list, search, view, activate/deactivate, run now, delete, run history and logs (permission-gated); Auto tab
Analytics	KPI overview, preset periods, CRM/Sales/Billing/Purchasing/People reports with metrics and rows (permission-gated); Stats tab
Financial reports	Trial balance, P&L, balance sheet, aged receivables with date filters (permission-gated); Fin tab
Accounting	Chart of accounts and journal entries — list, search, create, view, edit, delete, post, void (permission-gated); Acct tab
Employees	Directory list, search, create, view, edit, delete; department chips and linked user when entitled (permission-gated); Staff tab
Attendance	Daily records, search, status filter, self check-in/out, CRUD (permission-gated); Clock tab
Leave management	Leave requests list, search, status filter, create, view, edit draft, submit, approve, reject, cancel, balances on view (permission-gated); Leave tab
Payroll	Profiles and pay runs — list, search, CRUD, approve, pay, post (permission-gated); Pay tab
Departments	List, search, status filter, CRUD, manager and members, performance summary (permission-gated); Depts tab
Vendors	List, search, status filter, CRUD, assignee, notes and activity timeline (permission-gated); Vend tab
Purchase orders	List, search, status filter, CRUD, send, receive, cancel, convert, notes and activity timeline (permission-gated); POs tab
Resellers	List, search, status filter, CRUD, assignee, commission rates, notes and activity timeline (permission-gated); Resel tab
Reseller payouts	List, search, status and party filters, view, approve, pay, void (permission-gated); Payout tab
Storage	Workspace usage, allowance, pack label, refresh (permission-gated); Store tab
Branded	Custom address status, DNS instructions, propose, verify, remove (permission-gated); Brand tab
EloSync AI	Conversations, chat, starter prompts (including Search workspace), credits, confirm write actions (permission-gated); AI tab; citations deep-link entitled Wave A+B+C modules
Notifications	In-app notification list, mark read
Profile	Account details, two-factor authentication settings, sign out

Everything else remains on the web app until a mobile module PR ships. See the product roadmap and developer mobile guide.

Tips

• Use the same API-backed data as the web — changes sync immediately.
• Module and permission gates match the web app (installed Marketplace modules + Spatie permissions).
• For full CRM workflows (import, board, integrations, Meta ads), use the web app.

Related

• Leads user guide
• Tasks user guide
• Contacts user guide
• Companies user guide
• Opportunities user guide
• Activities user guide
• ToDos user guide
• Quotations user guide
• Calendar user guide
• Meetings user guide
• Projects user guide
• Contracts user guide
• Invoices user guide
• Payments user guide
• Credit notes user guide
• Estimates user guide
• Expenses user guide
• Products user guide
• Warehouses user guide
• Inventory user guide
• Communication templates user guide
• Email user guide
• Announcements user guide
• Assets user guide
• Short links user guide
• Documents user guide
• Help desk user guide
• Knowledge base user guide
• Team chat user guide
• Live Chat user guide
• WhatsApp Cloud user guide
• Automation user guide
• Analytics user guide
• Financial reports user guide
• Accounting user guide
• Employees user guide
• Attendance user guide
• Leave management user guide
• Payroll user guide
• Departments user guide
• Vendors user guide
• Purchase orders user guide
• Resellers user guide
• Reseller payouts user guide
• Storage user guide
• Branded user guide
• AI assistant user guide
• Tenant application guide