Introducing FreeAgent Mobile

Posted on 23 November 2012 by Comments (31)

In the next week or so, we’ll be rolling out a whole new way to experience FreeAgent - on your mobile phone!

FreeAgent Mobile

There isn’t any app to download or install, you’ll just log in to your normal FreeAgent account on your iPhone, Android or Windows smartphone and straight into FreeAgent Mobile.

But first, some background

Development on FreeAgent Mobile (or FieldAgent, as it’s known round here) kicked off after a hack week project back in August, but we've been speaking to users for ages about a mobile version of FreeAgent, with 3 main themes emerging:

  • People want to see an overview of their business health
  • People want to identify the things that need immediate attention, like overdue invoices
  • People want to be able to add things (like expenses) quickly on the move

Alongside these, the team had a small set of guiding mantras that defined our strategy for the project, namely:

  • The mobile experience should work across different devices and platforms
  • The mobile experience should not be a dumbed down version of the desktop experience, but...
  • the mobile experience allows us to rethink assumptions of what the app does, and how it works.

With all of this in mind we knew a mobile web version of FreeAgent was the way to go, at least initially, and we had a good idea of the scope for the first release. It doesn't cover absolutely everything but it's a great start for mobile users.

So what can you expect?

The first release will contain a number of mobile optimised views for key sections. We're particularly proud of the re-imagined Overview Screen that displays cash flow, bank account data, mini profit and loss statement and a tax timeline.

FreeAgent Mobile screens

Beyond that there are new mobile views for Contacts, Invoices, Bills and Expenses. There’s an optimised view for creating Expenses and Mileage claims, and you can even attach receipt images on iOS6 and newer Android phones.

Lots of the pages haven't yet been redesigned for mobile but you can still access these from the main navigation, as we didn’t want to limit functionality. Over time, we'll just keep making more and more pages of the app mobile friendly, and you'll automatically see these as we release them. 

Although we didn't want to needlessly restrict functionality there are cases where we've reworked screens to focus on the most relevant information, given the context and constraints. In the case of invoices we display only open and overdue invoices, along with associated totals, so you can focus on exactly who owes you money. 

Likewise, the Contacts list has been reworked, and is now ordered by who owes you the most. The details page even lets you put in a nagging phone call by tapping the phone number, or locate them on the map, if you're thinking of sending the boys round. In a nice way of course. 

There's more, but we don't want to spoil all the surprises just now.

When can I have it?

Soon! We’re fixing up the last few remaining bugs and hope to get this into your hands next week, so stay tuned!

Over to you...

Jack Bingham, Fri November 23, 2012
This looks great! Can't wait to try it out.
Chris Rowe, Fri November 23, 2012
Fantastic, looking forward to using this!
Andy Proctor, Fri November 23, 2012
Very good, I take orders for work when I am out and about and this would be perfect. Thanks FreeAgent!
pcaWeb, Fri November 23, 2012
Will I be able to create and send invoices from the app?
Christine Wilde, Fri November 23, 2012
This looks great! Can't wait to start using it. :)
Frank, Fri November 23, 2012
Great! Looking forward to use this.
Eugene Babanin, Fri November 23, 2012
at last!!! looking forward to use it.
roan, Fri November 23, 2012
pcaWeb: We haven't yet created a mobile optimised workflow for Invoice creation, but this is definitely something we'll look at in time.
Steven Powell, Fri November 23, 2012
Looks fantastic, great addition to an already great service.
Peter, Fri November 23, 2012
This looks great.

I think it will make a big difference for me to be able to enter information while on-the-go. It will prevent me having to set reminders to do things later too.

Can't wait to try it out... Keep up the good work!
Stefan Stanislawski, Fri November 23, 2012
This is long overdue and is really very welcome. Looks hope it works as well as the screenshots show - looks great!
WordPress Agency London, Fri November 23, 2012
Looks great, keep up the good work guys!!
Tim Mather, Fri November 23, 2012
Can't wait for this. Wonder if taking a photo if a receipt is enough evidence of a transaction if so a great feature would be to click on an outgoing and take a photo(on your phone) as proof of a receipt in one easy step.
Lex McColl, Fri November 23, 2012
Great news! Will the App work with iPad as well? Particularly for uploading PDF's of invoices (bills).
Quentin Stafford-Fraser, Fri November 23, 2012
Great! I've been using MobileAgent, which works nicely on my iPhone as a very quick way to log the day's work as I relax in the evening, and will also allow me to log stuff offline and upload it later.

But it looks as if this may give more features.. Looking forward to it. It'll be interested to compare the number of clicks needed for the common tasks...
roan, Fri November 23, 2012
Lex: you'll see the usual interface when using the iPad but on iOS6 you should be able to upload image receipts. Probably not PDFs though.
Guillaume, Fri November 23, 2012
My personal request would be to have invoice creation bumped up on the list of priorities along with time slip editing. Coming from an iPhone with the third party app mobileAgent that is for me the two biggest lacking features to my workflow.

On the flip side, I'd like to thank you for all the good work done up until now as for me, as is, this has truly simplified many things in my life. Love this! Great work and keep it up!
roan, Fri November 23, 2012
Guillaume: Once the first release is out we'll be tackling timeslips - and we want to do a great job on this. Invoicing will likely come after that.

It's going to be a gradual process but hopefully you'll appreciate where we're going.
dario marquez, Mon November 26, 2012
wow - i can't wait .. ! really looking forward to this
Gerben, Mon November 26, 2012
Nice job guys :)
Duncan Soar, Mon November 26, 2012
Excellent - had been hoping for something like this for a while. Looking forward to giving it a whirl. A quick and easy way to log all my train tickets would definitely be very useful...
emily, Mon November 26, 2012
Tim: The answer to your question is yes! HMRC do accept scanned copies of receipts such as train tickets as proof.
Two points to bear in mind here:
1) If you're scanning something like a bill which has terms and conditions on its back, you must scan both sides of the document for it to be proof of the transaction.
2) If the document has tax written on it (e.g. a bank interest certificate or dividend voucher), you must keep the original paper copy.
Does that help, please?
Kind regards,
Emily
Gordon Duthie, Wed November 28, 2012
Just to let you know it not working on windows 8 mobile. Specifically the Lumia 920
roan, Wed November 28, 2012
Hi Gordon, we're aware of some issues with IE10 that we're trying to resolve.
Simon Armstrong, Thu November 29, 2012
Welcome anything that makes life easier and this will certainly do that. Many thanks. Works a treat on WP7.
sarah stonehouse, Mon December 03, 2012
SO EXCITED FOR THIS...exactly what i need!
Jon Jenkins, Thu December 06, 2012
One word - fab-u-lous
David Montrose, Fri December 07, 2012
When is this out?
roan, Fri December 07, 2012
David: It's out already. Just log in to your FreeAgent account on your mobile!
roan, Mon January 14, 2013
Hi Ian,

You're right, the current Add Timeslip page is simply the desktop version, but we are working on a mobile version of this at the minute which will include a start/stop Timer.
Ian, Mon January 14, 2013
Am I missing something, if I want to add a timeslip on my mobile I tap the + button in Time Tracking but then it takes me to the desktop web page which is far too small to read, I can pinch to zoom but then the web page becomes impossible to navigate. Is it not optimised for iphone?

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