Learn how to activate the Heeros PSA CRM, Chat and Boards mobile apps
Description
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Manage your projects and sales using the Heeros PSA CRM app
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Exchange information using the Heeros PSA Chat app
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Collaborate on projects using the Heeros PSA Boards app
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Download the Heeros PSA apps from Appstore and Google Play
Content
3 apps to manage your entire business. Download the three Heeros PSA apps to manage your business on the go!
Heeros PSA CRM app
The Heeros PSA CRM app gives you a 360° view of your entire business. You can add and edit contacts, accounts, leads and projects directly from the app. It also lets you create and manage invoices and expenses on the go. With the Heeros PSA app, you can create tasks, track hours to tasks and mark them as done from anywhere, at any time!
Heeros PSA Chat app
With the Heeros PSA Chat app you can exchange messages both with your team and your clients. You can create private chat groups with team members and share stories and ideas in your company newsfeed. It creates automated project threads and lets you share unlimited files and collaborate on projects on the go!
Heeros PSA Collaboration app
The Heeros PSA collaboration app lets you manage your workflow using Boards and Cards, collaborate in real-time with customers and teams, manage & prioritise tasks on the go and send files for instant approvals.
Download from AppStore and Google Play:
You can download the Heeros PSA apps on your iOS and Android devices.
To activate the apps:
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Open the desktop version of your Heeros PSA account
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Navigate to your profile on the top right corner
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Click on My Profile
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Navigate to Activate Mobile Application
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You can activate your mobile apps manually or using the QR code
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Manual activation requires the Company ID, Username (Email) given here
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Company ID can also be found at the end of your Heeros PSA URL when you sign into your account
Activate manually or using the QR code
Manual activation:
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Download the app
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Add your Heeros PSA Company ID, username and your password
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These details can also be found in the first activation email that you receive from Heeros PSA
Using the QR-code
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Download the app
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Start the app on your device and scan the QR code by pointing your phone to your computer screen
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Once the app has scanned the QR code, it will automatically open