What functionality do I have on the mobile app versus the web app?
The mobile app is designed to be "read-only" meaning you can access your call lists and review all the key information you expect to see on your digital call sheets (i.e., call logs, giving history, donor scores, recommended ask amounts, contributions, etc.). You will also notice that you can use the app to place one-click phone calls, as well as to quickly open the native email and text message clients on your phone.
However, to utilize the software's templated one-click follow-up emails and text messages, as well as leave detailed logs of your calls, you will need to access the software using the web app, rather than the mobile app. CallTime.AI is mobile-optimized so you can access your CallTime.AI account from any mobile device in your web browser, and you will have full functionality of every feature your account has to offer.
So when should I use the mobile app?
We recommend utilizing the Google and Apple mobile apps only during staffed call time, where the candidate is accessing his/her call lists and call sheets from the mobile app, and the call time staffer is accessing the account via a web browser. This will allow the candidate to stay entirely focused on reviewing the pertinent contact information without being concerned at all about logging or tracking information, while the call time staffer is responsible for logging and executing follow-ups with the full functionality of the software at their fingertips.
Pro-tip #1: If your candidate is using the mobile app while you (the staffer) are managing call time from your browser, you should use the software's built-in power dialer to "control" the candidate's phone and progression through calls, while he/she simply uses the mobile app as their digital call sheet.
Pro-tip #2: Use the "Jump to Team Member" feature in both the mobile and web apps to help ensure that the staffer and candidate are always on the same page!