OfficeTools Mobile

1.8
8 reviews
500+
Downloads
Content rating
Everyone
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About this app

OfficeTools is the most complete practice management software on the market.

OfficeTools Mobile provides anytime / anywhere access to everything that matters in your OfficeTools system back in your office so you can be just as productive outside the office.

Features include:

TIME CARDS

Never miss a billable moment…with the OT Mobile app you can capture every billable moment directly from phone calls, emails and text messages.

You can even create new timecards and use a timer to track your actual work. Associate your timecards to contacts, projects and work codes.

CONTACTS

Gain complete access to your contacts and all their details from your mobile device. View current activity and create time cards, phone calls, to do's and notes for your contacts.

You can also view and work with related contacts.

CALENDAR and ACTIVITIES

Don't miss important appointments by getting your calendar on your device. You can also create notes and to do's and phone call records so you have a complete view of any upcoming activities.

Integrated with the timecard functions you can also easily create timecards from completed appointments, tasks and calls directly from your device so you don't miss any billable opportunities.

Note: The OfficeTools Mobile application work in conjunction with your OfficeTools Solution
Updated on
Feb 27, 2020

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
No information available
1.8
8 reviews
A Google user
September 6, 2019
24 hour test has been a failure Downloaded this app yesterday. It took a support ticket to get it set up and the right info to login. There doesn't seem to be a way to control use of cell data vs WiFi. Also the search feature in contacts will only search what you can see on screen. You can't add, change or clear appointments. You can't seem to change what shows up for activities, to-do or calls. I was hoping this would replace another app on my phone but I am pretty sure I'll be deleting this.
2 people found this review helpful
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AbacusNext
February 28, 2020
Thank you for your feedback. The login requires an account number, email and password that is set up at the server for security purposes. The contact search goes through all contacts when you tap the search icon. Our new version include the ability to add appointments. The Activities list allows you to filter by entry types and status.
Matthew Lincoln
April 19, 2022
After working with this company for years, I wouldn't trust them with my pet rock. Very unfortunate since I was originally a very happy customer. An advocate even. But through management and ownership changes they have become less interested in improving the product and listening to users. What they call me and modern is old and out dated. There are good players on this space like TaxDome and Canopy just to start the list. Vastly better options. Last note, read the contract. It's a trap.
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A Google user
January 15, 2019
I expected way more from this app. the timer is horrible. You are not able to star and stop it. it does not show you any of your projects or assignments.
2 people found this review helpful
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AbacusNext
February 28, 2020
Nichole - Thank you for your feedback. Projects are available when creating a new record for a contact. We have forwarded your other request to the product team.

What's new

Version 2 of the mobile application includes all the functionality of version 1 plus the following enhancements:

- Create edit and delete appointments
- An enhanced user interface improves look and feel
- Improved performance
- Records display the synchronisation status so you know if a new / edited record has transferred to OfficeTools
- Date controls in Activity List makes it easy to find activities for selected dates
- Running timers remain at the top of the Time List