
opteraOS Mobile App
The Professional Services OS
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Free
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About
OpteraOS Mobile brings powerful professional services management to your fingertips. Designed for consultants, project managers, operations managers, and team leads, this companion app keeps you productive wherever you are.
**Time Tracking Made Simple**
- Log hours against projects, milestones, and tasks with just a few taps
- View your weekly timecard at a glance
- Submit timecards for approval directly from your phone
- Receive push notifications when timecards are approved or need revision
**Expense Management**
- Create expense reports on the go
- Capture receipts instantly with your camera
- Categorize expenses by type and project
- Submit for reimbursement with one tap
**Manager Approvals**
- Review and approve team timecards
- Approve expense reports
- View pending approvals queue
- Take action anywhere, anytime
**Management Dashboard**
- View real-time KPIs and metrics
- Track team utilization
- Monitor revenue and project health
**Project Management**
- Manage project assignments
- Track tasks and milestones
- View budgets, burn, gross margin projections and more
**Detailed Reporting**
- Revenue and forecast reports
- Past and projected utilization reports
- Time entry reports
- Resource cost and bill rate reports
- and many more
**Built for Reliability**
- Works offline - sync when you're back online
- Biometric authentication for quick, secure access
- Deep linking for seamless navigation from notifications
- Native performance on iOS
OpteraOS Mobile requires an active OpteraOS account. Contact your organization administrator to get started.
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What's New in opteraOS Mobile App
1.3.1
March 28, 2026
Added three project management features to the mobile app, ported exactly from the web app: 1. **Create Project** — Full form modal for creating new projects with opportunity selection, PM assignment, billing type, dates, budget, and auto-population logic 2. **Edit Project** — Form modal for editing existing projects with impactful changes detection 3. **Management Tab** — New tab within the Project Detail screen containing Status Notes, Objectives, Risks & Issues, and Time Entry Settings
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