Use the Mobile App
Understand what the Agiled mobile app currently supports.
The Agiled mobile app is a lightweight app for connecting an Agiled account on a phone or tablet. It currently supports account sign in, account creation, session status, and sign out.
For full workspace management, use the Agiled web app.
Treat the mobile app as an account access companion, not a replacement for the web workspace. If a workflow requires CRM, finance, files, reports, scheduling, or settings, open the web app on desktop or mobile browser.
What the Mobile App Shows
The mobile app focuses on authentication:
- Sign in with your email and password.
- Create a new account with name, email, and password.
- See when a mobile session is active.
- See which user is signed in.
- Sign out of the mobile session.
The app stores its auth session with secure mobile storage.
If you sign in successfully but do not see expected workspace tools, open the web app. The mobile app intentionally does not expose the full workspace navigation.
What to Use the Web App For
Use the web app for:
- CRM records, imports, bulk actions, and customer history.
- Invoices, estimates, payments, expenses, and finance settings.
- Projects, tasks, time entries, calendars, and scheduling pages.
- Files, docs, knowledge base articles, workflows, reports, commerce, and AI Workers.
- Workspace, team, module, permissions, billing, and integration settings.
When to Switch to Web
Switch to the web app when you need to create, edit, approve, export, send, or configure workspace records. The mobile app can confirm account access, but the web app remains the source for operational work.
Use a mobile browser for urgent workspace checks if you are away from desktop. The web app is still the place to review CRM records, invoices, reports, scheduling, files, settings, and approvals.
Create an Account
- Open the mobile app.
- Tap Create account.
- Enter your full name, email address, and password.
- Confirm the password.
- Submit the form.
If the password and confirmation do not match, the app asks you to correct them before account creation continues.
Sign Out
When the app shows Mobile session active, tap Sign out to remove the current mobile session from the device.
Sign out before sharing or replacing a device. If you lose access to a device, review security and sessions from the web app.
Device Hygiene
Do not leave a mobile session active on a shared device. If the device is lost, change your password where applicable and ask an admin to review account access.
Use the device passcode or biometric lock provided by your phone. Secure storage protects the app session, but the device should still be protected from casual access.
Troubleshoot Mobile Access
If sign-in fails:
- confirm the same email works in the web app
- reset the password from the web app if needed
- check whether the account uses Google sign-in instead of password sign-in
- update the app if an older version is installed
- sign out and sign back in if the session looks stale
If you need to manage workspace records immediately, use the web app while the mobile session issue is being resolved.
Support Notes
When reporting a mobile issue, include the email used, device model, operating system version, app version if visible, and whether the same account works in the web app.