ClientTether Mobile App
Your pipeline, contacts, calendar and conversations on iOS and Android — including proposals you can build and send from the field.
On this page
1Signing in
Sign in with the same username and password you use on the web. Turning on Remember Me stores your credentials securely in the device keychain, so the app signs you in automatically next time — worth doing on a phone that only you use.
Passwords expire after 90 days
If your password is more than 90 days old — or an administrator has flagged your account for a forced reset — the app sends you through a password reset before it lets you in. It isn’t a login failure, and retrying won’t get you past it. Set a new password and you’re through.
If you’ve forgotten your details, the app has its own Forgot Username and Forgot Password flows; you don’t need to switch to a computer.
2Switching accounts
If you work across more than one account, the Accounts screen lists everything you have access to and marks which are single-level and which have sub-accounts beneath them. Tap an account to switch into it — no signing out, no second password.
It’s the same “login as” idea as the Accounts List Page on the web, adapted for a phone.
3Pipeline
The Pipeline screen shows your contacts organised into stages. Pick a pipeline from the dropdown — it shows the pipeline’s name, its total deal value and how many contacts are in it, so you get the health of the pipeline before you scroll.
Every card carries the detail you’d want before calling someone:
- Contact name and company
- Deal size and opportunity name
- Likelihood percentage
- How many days they’ve sat in the current stage
Cards are colour-coded by status — new lead, contact today, missed, pending, no pending — so the ones needing attention stand out at a glance.
Your filters follow you
You can search, sort, and filter by action plan, lead source, assigned user, contact type, state, and active status. Those filters are saved on the server rather than on the phone — so the view you set up stays set up, including when you come back on the web.
4Contacts and the contact profile
The Contacts screen is a searchable list of everyone in the account, loading more as you scroll and refreshing when you pull down. The + button creates a new contact immediately and drops you into their profile, which is the fastest way to capture someone while you’re standing in front of them.
The contact profile itself is organised into nine tabs you swipe between:
| Tab | What’s there |
|---|---|
| Info | Core contact details |
| Details | Lead Source, Opportunity, Action Plan, Sales Cycle, Deal Size, Likelihood, Close Date, plus milestone checkboxes (Appt Set, Quoted, Closed, CMPL) |
| Proposals | Proposals attached to this contact, with inline milestone toggles |
| Whiteboard | A free-form workspace, plus Add Note and Log-a-Call |
| History | Everything that has happened on this record |
| Pending Actions | What’s scheduled to happen next |
| Email correspondence | |
| Events | Appointments and events |
| Notifications | Notifications tied to this contact |
Changing the Action Plan asks first
On the Details tab, changing a contact’s Action Plan opens a confirmation before it commits. That’s deliberate: launching a contact onto a new plan replaces the plan they were on, so it’s a bigger change than it looks.
History
The History tab is a read-only timeline of everything on the record: emails sent and received, SMS in both directions, notes, call logs, appointments, action plan moves, proposals and system events — each with the date, type, and who did it. It’s the fastest way to catch up on a contact before you dial.
Pending Actions
Shows what’s scheduled next for this contact — contact reminders, appointments, calls, SMS, emails, auto-moves, contact type changes, and integration messages — with the plan name and the scheduled time. You can delete an action from here if it no longer makes sense.
Log-a-Call
Inside Whiteboard, Log-a-Call records a call with a Reason Code, a Disposition Code and notes, and can notify any combination of assigned users by email or text. It’s how a field conversation makes it back into the record without a laptop.
5Texting a contact
The text screen is a live SMS thread that refreshes every few seconds. You can type freely, insert a saved template (merged with that contact’s details automatically), and attach photos from the camera or your library — useful for sending a picture of the job right from site. There’s also a one-tap call button.
“SMS blocked” on a contact
If the contact isn’t marked as OK to text, the screen warns you and won’t send. That flag lives on the contact record — fix it there, not in the messaging screen.
6Calendar
A month view showing appointments as coloured dots. You choose which users’ calendars to overlay from a searchable list, each in its own colour, so a manager can see the whole team’s day at once. Tap a date to open the agenda for that day.
Your selection of users is remembered between sessions, so you don’t rebuild the view every morning.
7Notifications
The app receives push notifications and keeps a feed of everything system-level for your user — texts, emails, new leads, parser results, proposals, reviews and more. Swipe an item to archive it. Tapping one takes you straight to the relevant contact.
Some notification types do more than display: voicemail notifications include audio playback, and duplicate-contact alerts let you accept or decline the duplicate right from the feed.
8Proposals from the field
The full proposal builder is available on mobile, not a cut-down version. From a contact’s Proposals tab you can start a blank proposal or copy one of your sample templates, then build it out:
- Line-item worksheets with labour, materials, tax, discounts and subtotals
- Deposit and progress payment terms
- Tax districts and bid types
- Estimator, production manager, dates, notes and payment method toggles
Milestone checkboxes — Quoted, Closed, Completed — can be toggled straight from the proposal list, so updating status after a conversation takes one tap.
9Troubleshooting
It made me reset my password
Expected after 90 days, or when an administrator flags the account. Set a new password and continue.
I’m not getting push notifications
Push registration happens at sign-in. If notifications stop, sign out and back in so the app re-registers the device, and check that notifications are enabled for ClientTether in your phone’s settings.
I can’t send a text to a contact
The contact isn’t flagged as OK to text. Update that on the contact record.
I’m looking at the wrong account’s data
Open the Accounts screen and switch context — you may still be inside a sub-account you tapped into earlier.
10Related pages
- Logging in — signing in on the web.
- Work Orders for Subcontractors — the mobile flow for subcontractor users.
- Templates — the saved messages you can insert into a text.