Business consulting
Mobile client portal
A better-structured client relationship
Every assignment, document and decision in the right client case.
Give clients a professional space to follow progress, share documents, answer requests and approve next steps.
✓ Mobile client portal✓ Centralised documents✓ Traceable decisions
Assignment · Organisation auditReport awaiting approval
Built around real field work
One foundation, adapted to your daily operations.
SellViaApp structures every request without imposing heavy software. Activate the tools your business needs and keep a clear history.
Audit and expertise
Centralised documents
Administrative support
Traceable decisions
Legal and financial services
Mobile client portal
Three connected interfaces
Manager, customer and field team work on the same case.
Each role sees only the relevant information and actions in the dashboard or mobile app.
Manager
Creates cases, assigns people, monitors deadlines and controls quality.
Customer
Sends requests, follows progress, opens documents and approves the result.
Consultant
Receives jobs, follows instructions, tracks time, takes photos and completes reports.
Customer · ACME
Report awaiting approvalAssignment · Organisation audit
Assessment, recommendations and action plan
Assigned professionalConsultant · Alex M.
Next action
One real job, visible from end to end
Everything that matters stays in the case.
Give clients a professional space to follow progress, share documents, answer requests and approve next steps.
Field mobile appAssignment · Organisation auditReport awaiting approval
✓Collect information
✓Share the assessment
Present recommendations
Essential capabilities
Less administration. More visibility and proof.
Custom checklist
Use a template or adapt tasks for one specific case.
Before / after photos
Document the issue, progress and result from mobile.
Quotes and documents
Share files, quotes and reports, then collect a customer response.
Case-based messages
Keep every conversation with its author and context.
Field time tracking
Record the start, finish, duration and notes for every job.
Approval and signature
Let customers approve or sign directly on the phone.
Knowledge base
Give teams fast access to useful procedures and documents.
Notifications
Automatically notify customers, teams or managers.
Ready for your business software
A simple dashboard or complete API automation.
Create and update customers, cases, technicians, statuses, messages, documents, checklists and notifications from your ERP, CRM or internal system. Webhooks can notify it as events happen.
View the API documentation →- ✓ Complete API for Case Tracking
- ✓ Webhooks for real-time updates
- ✓ Secure separation of every business’s data
- ✓ Action history and technical logs
Solutions adapted to field work
Case Tracking adapts to these industries — and to yours.
These are practical examples, not a limit. Any business that receives requests, tracks work, shares documents, coordinates a team or updates customers can adapt SellViaApp to its own workflow.
Cleaning companies
Manage customers, contracts, sites, cleaners, checklists, before-and-after photos, documents and messages in one cleaning services mobile app.
Explore →Garages and mechanics
Track vehicles, diagnostics, quotes, repairs, photos, parts, signatures and customer conversations in one garage mobile app.
Explore →Repair and after-sales services
Centralise service requests, devices, diagnostics, quotes, parts, photos, documents and signatures in one mobile app.
Explore →Installation companies
Plan installations, teams, checklists, photos, documents, signatures and customer tracking from one mobile app.
Explore →Technicians and maintenance
Manage jobs, equipment, technicians, recurring maintenance, time tracking, checklists and reports in one mobile app.
Explore →Construction trades and contractors
Track projects, tasks, photos, quotes, documents, teams, time and customer approvals in one mobile app.
Explore →IT support and managed services
Manage tickets, customers, equipment, technicians, procedures, messages and reports in an IT support mobile app.
Explore →Let your brand take centre stage
Start with SellViaApp, then move to your own app.
Test the workflow quickly in the shared app. When ready, SellViaApp can become a dedicated app under your name and logo on Google Play and the App Store.
Explore the branded app →SellViaApp
Test your first case now.
Create your workspace for free, choose Case Tracking and invite a customer or field professional to experience the full workflow.