Install the app

You can install easySales on a computer, an Android phone, an iPhone or an iPad. It then opens from its own icon, in its own window without the browser’s address bar, like any other app. It is the same easySales you use in the workspace: the same pages, the same records and the same sign-in.

Before you start

• No permission is needed. Everyone who can sign in can install the app.
• On a computer or an Android phone, use Google Chrome or Microsoft Edge. On an iPhone or iPad, use Safari.
• Installing takes no space worth mentioning and no app store. You can remove the app at any time.

Steps

On a computer or an Android phone

1. Sign in to easySales in Chrome or Edge.
2. Open your menu in the top right corner and select Install app.
3. In the browser’s dialog, select Install.

If Install app is not in your menu, easySales is already installed in this browser, or the browser does not offer installing. Chrome also shows its own install button at the right of the address bar on a computer, and may offer to install at the bottom of the screen on Android.

On an iPhone or iPad

1. Open easySales in Safari.
2. Open your menu in the top right corner and select Install app. easySales shows the steps that follow, so you can keep them on screen.
3. Tap the Share button in Safari.
4. Choose Add to Home Screen. You may need to scroll down to find it.
5. Tap Add.

What happens next

The easySales icon appears on your desktop, in your Start menu or Launchpad, or on your home screen. Open it like any other app. On an iPhone or iPad, sign in once more the first time you open it: the Home Screen app keeps its own sign-in, separate from Safari’s.

When easySales is updated, the app picks up the new version by itself, the same way a browser tab does. If a newer version arrives while the app is open, the same notice asks you to reload.

On an iPhone or iPad, the installed app is also where push notifications work: see Notification settings.

Rules to know

• The app needs an internet connection. It shows your company’s live records and keeps no copy on the device. If the connection drops, it shows You are offline: check your connection and select Try again.
• Your permissions do not change. You see and do exactly what you can in the browser.
• Signing out works the same. Select Log out in your menu. Nothing of your company’s data stays in the app after you sign out.
• To remove the app, remove it like any other app: on a computer, open the app’s own menu at the top of its window and choose to uninstall it; on a phone or tablet, press and hold the icon.

Why it works this way

One easySales, wherever you open it. The installed app is the same service as the browser tab, so a quotation you start on your phone is waiting on your computer, and nobody has to keep two versions up to date.

Nothing is stored on the device. Your customers’ details and your figures stay on the server. A lost or shared phone holds no copy of them, and a colleague’s permissions still apply the moment an administrator changes them.

Common questions

• Is there an easySales app in the App Store or Google Play? No. You install it from the browser as shown above, and it works the same way.
• Does the app work offline? No. It needs an internet connection, and shows You are offline until the connection comes back.
• Why is Install app missing from my menu? easySales is already installed in this browser, you are already using the installed app, or the browser does not offer installing. Use Chrome or Edge on a computer or Android, or Safari on an iPhone or iPad.
• Do I have to sign in again in the app? On a computer or Android phone, no: the app shares the browser’s sign-in. On an iPhone or iPad, yes, once.
• How do I update the app? You do not need to. It always opens the current version.
• Can I install it on more than one device? Yes. Install it on each computer, phone or tablet you use.

Related

• Sign in
• The workspace
• Your profile