Mobile App, AI Access and Reports
The field and office mobile application, permission-scoped AI assistant access, and the reporting surface across every module.
MOB-01Install and Sign In to the CrmLeaf Mobile AppAll editions. The mobile app is part of the CrmLeaf platform and is available for Android and iOS (application package com.crmleaf.erp). It can also be used as a progressive web app (PWA) in a mobile browser.…MOB-02Clock In with Face and GPS VerificationAll editions. Attendance is a core feature - no add-on is required. Face/photo verification and geolocation capture depend on attendance configuration made by your Administrator and on the device permissions…MOB-03Manage Mobile Push NotificationsAll editions. Mobile push notifications are delivered to the CrmLeaf mobile app over Firebase Cloud Messaging. Which notifications exist at all depends on the modules enabled for your account, because each…MOB-04Use Field and Solar Screens in the CrmLeaf Mobile AppAll editions for the general field screens (attendance, tasks, tickets, expenses, travel reimbursement). Solar site-survey and site-approval screens appear only when the account's product type is Solar CRM.…
REP-01Understanding Reports and DashboardsAll editions. Core reports covering CRM, finance, time, tasks, attendance, leave and expenses are available without an add-on. Payroll reports require the Payroll add-on module, budget reports require the…REP-02Use Lead and Deal ReportsAll editions. CRM is a core feature - no add-on is required for lead and deal reporting. What each reader sees is bound by their ownership-scoped permission on leads and deals and by the organisation they are…REP-03Use Finance and Income vs Expense ReportsAll editions. The finance report, income versus expense, and the expense reports are core - no add-on is required. Vendor-side figures depend on the Purchase add-on module being enabled, and project budget…REP-04Use Time Log and Task ReportsAll editions. Projects, tasks and time tracking are core, so the time log report and task report require no add-on. The Resource Utilization add-on module adds availability, capacity, workload and timeline…REP-05Use Attendance and Leave ReportsAll editions. Attendance and leave are core features - no add-on is required for their reports. Device punches only feed attendance where the Biometric add-on module is enabled, and payroll outputs derived…REP-06Set Up the Weekly Digest ReportAll editions. The weekly digest is delivered by the CRMInsightReports add-on module, which an Administrator must enable for the account. It is plan-gated - confirm it is included in your plan before relying on…
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