Can my staff use the software on their phones when they are out of the office?

Yes, in most cases they can. A modern portal is built to work in a web browser, and the pages adjust themselves to fit a smaller screen, so your staff can log in from a phone or a tablet while they are at an airport, at a client meeting or working from home. They sign in with the same username they use at the desk, so there is nothing extra to install and no separate account to keep track of.

What they can actually do on a phone depends on the access level you have given them and on which parts of the system you have switched on. Searching, checking a booking, looking at a customer record and sending a voucher or a quote generally work well on a small screen. Heavier screens, like detailed sales reports or bulk uploads, are much easier on a laptop simply because there is more room to read the columns. Some features also depend on your plan and on what your suppliers allow through their systems, so it is worth checking the ones your team relies on most.

One thing to think about is security. Once staff can log in from anywhere, you want to be sure the right people see the right things, especially the money side of the business. Give each person their own login rather than sharing one, and remove access quickly when someone leaves.

Before you rely on it, ask one of your staff to log in from their own phone and run through the two or three tasks they do most often, so you know exactly what works away from the desk.