Description:Wheels Mobile Assistant is a mobile productivity and business assistant designed for on-the-go teams. Manage schedules and tasks in one place with calendar sync and smart reminders. Keep your customers and deals organized with a lightweight mobile CRM for calls, notes, and follow-ups. Capture documents on the move with scanning and cloud storage for fast approvals. Ideal for sales, field service, and small business operations seeking efficient team collaboration, mobile CRM, and high‑efficiency workflow management.
HOW TO USE:1. Download the app, sign in with your work email, and create or join your company workspace.
2. Set your profile, business hours, and notification preferences, then connect your calendar and email.
3. Create tasks or work orders, add due dates and locations, attach files or checklists, and set reminders.
4. Import or add customer contacts, log calls and meetings, and schedule follow-ups from the customer profile.
5. Share tasks with teammates, assign owners, comment in threads, and track progress from the dashboard with real-time updates.