Long Awaited Receipt Pictures Have Come to Mobile (Torch Project Management)

Thursday, September 20th, 2012

About a year ago, I announced a feature that allows the mobile user on Torch Project Management to take a picture of a receipt and attach it the expense. Which was great for Android users on Ice Cream Sandwich, but that was a very small number of people. With the release of iOS 6, the number of people has greatly increased.

Here's how it works (on ICS):

Under the expense area, add an expense and press "Add Receipt":

Take the picture:

The receipt is now attached:

Under iOS it works the same way:

Press "Add Receipt":

Take the picture and the receipt is now attached:

Add Comments Offline in Heap’s Offline Mobile Interface

Tuesday, November 17th, 2009

You can comment on any message in Heap's offline mobile interface. While you use Heap on your iPhone/iPod Touch or Android device over the next couple of days the software will be automatically updated. Once upgraded you will see:

Heap Comment in HTML5 Offline Mobile Interface

Add Comments Offline in Torch’s Offline Mobile Interface

Tuesday, November 17th, 2009

You can comment on any message in Torch's offline mobile interface. While you use Torch on your iPhone/iPod Touch or Android device over the next couple of days the software will be automatically updated. Once upgraded you will see:

Torch Comments in HTML5 Offline Mobile Interface

Torch Offline Support for Google Docs

Tuesday, November 17th, 2009

You can now access your Google Docs in your Torch projects directly from the offline mobile interface. While you use Torch on your iPhone/iPod Touch or Android device over the next couple of days the software will be automatically updated. Once upgraded you will see:

Google Docs in HTML5 Mobile Interface for Torch

Update to Torch’s Offline Mobile Access

Sunday, November 15th, 2009

The interface of Torch Project Management's Offline Mobile Access has been improved to better blend with the iPhone and Android 2.0 interface. Additionally, the filter speed has been dramatically improved. This means you can search any list of items in the application extremely quickly.

Torch's HTML5 Offline Mobile Interface for iPhone, iPod Touch and Android

If you haven't tried out the offline mobile interface your really missing out. You can work entirely offline and have your changes automatically sync back to the Torch service once you get an Internet connection.

Offline Mobile features include:

  • Time
  • Expenses
  • Budgets
  • Upcoming events and tasks
  • Recent messages and comments
  • Adding messages, events, time and expenses

Additionally, due the way HTML5 applications work, any update is automatically installed. No more need to download updates manually. For install instructions, look under your help section and select "Mobile."

Filter Lists in Heap CRM Offline Mobile App

Friday, November 6th, 2009

Filtering a list of items in the offline mobile version of Heap CRM is now as simple as just typing in what you are looking for. At the top of any list view is the filter bar:

Heap Filter 1

Once you start typing in the box, the non-matching items simply disappear:

Heap Filter 2

See Budget Information even when Offline

Saturday, October 31st, 2009

You can now see the latest budget information about your active projects in Torch from the offline mobile version. Just click the budgets button:

iPhone Offline Mode 1

iPhone Offline Budgets

A timer was also added to the application (and it keeps time even when the app is closed):

Timer

Offline Mobile Access in Heap CRM

Wednesday, August 5th, 2009

I'm pleased to announce a major new feature for Heap CRM: Offline Mobile Access. You can view messages, comments, uncompleted events, people on your active prospects regardless if you have an Internet connection. You can also add content (messages, events, people) and check-off events while offline.

But what is perhaps more exciting is how this is accomplished. Inspired by the great work done by the Gmail team and the support for HTML5 and Gears on the iPhone 3.0 and Android platforms, this mobile interface behaves like a hybrid of a web app and a native app. Like a native app it’s crazy fast and operates offline because the software and data is located on your device. However, like a web app it can be updated on a regular basis (without the user having to upgrade) and it works on a number of devices. In fact, as more devices support HTML5 they will “just work” with this new interface.

More >

Offline Mobile Access in Torch Project Management

Monday, July 27th, 2009

I'm ecstatic to announce a major new feature for Torch Project Management: Offline Mobile Access. You can view messages, comments, uncompleted events, time entries on your active projects regardless if you have an Internet connection. You can also add content (messages, events, time entries), check-off events and change the pin condition on messages while offline.

But what is perhaps more exciting is how this is accomplished. Inspired by the great work done by the Gmail team and the support for HTML5 and Gears on the iPhone 3.0 and Android platforms, this mobile interface behaves like a hybrid of a web app and a native app. Like a native app it's crazy fast and operates offline because the software and data is located on your device. However, like a web app it can be updated on a regular basis (without the user having to upgrade) and it works on a number of devices. In fact, as more devices support HTML5 they will "just work" with this new interface.

More >

Heap CRM Dashboard – iPhone Native App

Saturday, July 19th, 2008

We were going to wait until this was available in the iTunes App Store, but we've gotten so many questions about it, that I thought it was time to share.

This is Heap Dashboard, our first (but not last) iPhone native app that connects to Heap CRM:

The goal of this app is not to replace the iPhone optimized version (in fact it links to it), but to provide mobile users of Heap quick (and offline) access to their most relevant data. The screenshot you see here is a shot of the prospect (leads, opportunities and customers) details page. A level up (in the navigation) is the list of prospects (where you are one of the managing users) and levels down include the message details page and the add message page.

Unfortunately, I don't know how long it will be until this is available. The app has been done for some time so it is completely in Apple's court.

Our general policy with "alternative interfaces" for our web apps is to give them away; and that's probably what will happen this time. But I'm not exactly clear on how Apple's business model works when the app connects to a pay-for web service.

So, if they request a portion of the monthly revenue from Heap CRM, we will instead charge some very minimal amount for the app in the store. We will give you a 70% credit (that's our cut) of the price to any user who requests it. It's not our goal to make money on the app itself.

EDIT
Heap Dashboard is now available in the iTunes App Store here: