Using the Polaris PSA mobile app
If you use Polaris PSA, you can use the mobile app to carry out tasks. The app is available for both iOS and Android.
These are the actions each role can take using the mobile app:
- Adding and setting up projects
- Adding and editing clients and programs
- Reviewing and accepting SmartBeats
- Requesting project resources
- Carrying out billing
- Configuring resource settings
You can’t fulfill resource requests using the mobile app.
- Viewing your resource settings and allocations
- Submitting SmartBeats