Web vs Mobile
Web vs mobile: ClientOne Mobile and app.clientone.dev share the same account, permissions, and data. Choose mobile for everyday tasks on your phone; use Safari for large-screen review, password reset flows, and any action not yet in the app.
Both apps are customer portal surfaces — for end-customers of an IT provider, not MSP staff. Your provider controls what each shows via portal settings.
When to Use ClientOne Mobile
Mobile is best for:
| Use case | Why mobile |
|---|---|
| Quick status checks | Home dashboard and stats in seconds |
| Support on the go | Create tickets with photos from the field |
| Ticket replies | Comment from your phone; offline queue when needed |
| Push alerts | Lock-screen notifications for ticket and portal updates |
| Passkey sign-in | Face ID / Touch ID without typing passwords |
| iPad sidebar | Comfortable browsing with touch-native navigation |
Install from the App Store (or link from your IT provider) and sign in with the same email as the web portal.
When to Use the Web Portal (Safari)
Open More → Open ClientOne in Safari, or go directly to app.clientone.dev (or your provider's custom URL).
Web is better for:
| Use case | Why web |
|---|---|
| Large-screen layout | Full sidebar with all sections visible at once |
| Long agreement review | Wide reading area for legal text |
| Password reset email flow | "Forgot password?" links open naturally in the browser |
| Desktop multitasking | Side-by-side with email or documents |
| Provider-recommended workflows | Some providers may point you to web for specific steps |
See the ClientOne web user guides for section-by-section help.
Feature Comparison
Most customer workflows are available on both platforms:
| Feature | Mobile | Web |
|---|---|---|
| Sign-in (password, SSO, passkey) | Yes | Yes |
| Dashboard & stats | Yes | Yes |
| Devices (read-only) | Yes | Yes |
| Tickets (create, comment, attach) | Yes | Yes |
| Documents (read) | Yes | Yes |
| Backups | Yes | Yes |
| M365 & security alerts | Yes | Yes |
| Network & domains | Yes | Yes |
| Billing, quotes, jobs | Yes | Yes |
| Agreements & service requests | Yes | Yes |
| Activity & notifications | Yes (+ push) | Yes |
| Profile & MFA | Yes | Yes |
| Document edit / import | No | Per provider |
| MSP admin configuration | No | No (separate admin tools) |
If a feature is missing on both mobile and web, your IT provider has likely disabled it in portal settings.
Same Account, Same Permissions
- One customer_users account per email
- Portal settings hide or show tabs on mobile and web consistently
- User vs manager role applies everywhere
- Permission overrides from your provider apply to both
Signing out of mobile does not sign you out of Safari automatically — sign out of each on shared devices.
Switching Between App and Browser
- From mobile to web: More → Open ClientOne in Safari
- From web to mobile: Install the app, sign in with the same email
- Deep links: Email and push links may open the app if installed; otherwise they open in the browser
Universal Links (https://app.clientone.dev/...) can open installed ClientOne Mobile directly to tickets, invoices, and other items.
Tips
- Default to mobile for day-to-day customer tasks
- Use web for heavy reading — agreements, long documents, complex billing review
- Ask your provider which they recommend for specific workflows
- Missing something on mobile? Check web first — if absent there too, it is a portal setting
Related Guides
| Mobile | Web |
|---|---|
| Getting Started | Logging In |
| Navigation | Dashboard |
| Troubleshooting | Profile |
Your IT provider manages portal access, features, and support for both surfaces.