Log in with your Mobile Phone

Atera supports a fully functional mobile optimized website. You can access the system via your cellphone or tablet and perform most key functions.

The key benefit for technicians working on remote sites is the 'mobile signing' feature. With this functionality, your customer can sign off work done via digital signature on your touch device.

This article describes how to access and navigate the mobile site, and sign a Customer Ticket.

To access the mobile site:

1. Type the www.atera.com URL in your mobile browser.

2. Sign in with your credentials. The mobile Dashboard appears. 

Scroll down to view summary information.

Navigation

1. Click the Menu icon to open the navigation menu.

2. Click the + icon to access available options.

5. Click the Alert icon to access any alerts.

6.  Click the Technician Profile Picture to access general settings.

To sign a Customer Ticket:

1. From the left-hand navigation menu, click Tickets. The Tickets page appears.

2. Click on the desired Ticket. The specific Ticket opens.

3. Click Actions. The available actions appear. 

4. Click Sign Customer. The Sign Customer window appears. 

5. Provide the Customer signature. Then click Save.