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.
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.
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
- Bug fixes
- Enhanced Security features
Ratings and Reviews
I already have contacts and a calendar on my phone
What I need from this app is the ability to access (and add to) my task list while out of the office.
Also it took OT support 4 weeks to fix whatever was going on and make the app work for me, and that lasted exactly until the next OT update. Not only does it not work, the OfficeTools Exchange service running on the server chews up massive resources making the entire system laggy and borderline unusable. So this app is not only not useful and doesn’t work but actually harms the ability to do other work too.
Nice to have on my phone
Many features work well and it’s great to have access to OTP via a mobile app. The search feature within contacts is nearly worthless though. It will only search up to the end of the list that is on the screen. Example, in order for you to search and find a contact with the last name Zebra, you would first need to scroll through every contact in your database so that the Zebra client first populated on the screen in the app. Only after that will it show up in the search results. This must be done every time you enter the app. Kind of pointless if this is the only way to get Search to work for the entire contact database.
I can’t believe that they call this a functional application and charge money for it! Can’t search for anything. It is slow, doesn’t support facial recognition or thumbprint. Can’t enter your time. The whole thing is an absolute joke.
With Family Sharing set up, up to six family members can use this app.