SysAid Mobile App for Agents [beta]

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The SysAid mobile app helps Agents resolve issues wherever work takes them. It’s built for moments when desktop access isn’t practical, such as field visits, on-site troubleshooting, or handling urgent requests between meetings.

With the mobile app, you can create and manage service records, approve action items, and review asset information directly from your device. This means less time chasing details and more time solving problems, all while staying securely connected to SysAid.

Please note:

The SysAid mobile app is currently in beta. Access is available only to customers who request to participate in the beta program.

We’re actively refining the experience and welcome customer feedback.

To learn more or to download the app, please contact your SysAid representative, or reach out to mobile@sysaid.com.

How it works

The SysAid mobile app connects securely to your existing SysAid environment and mirrors key day-to-day workflows in a mobile-friendly experience.

After signing in, you can:

  • View and manage service records assigned to you or your groups

  • Act on approval requests and action items

  • Access asset details while in the field

  • Interact with the SysAid Agent chatbot for quick assistance and service record creation

The app focuses on speed and clarity. Complex or configuration-heavy actions remain available in the desktop application, while the mobile app is optimized for quick decisions and field work.

What’s included

The first thing you see is the Home tab, which provides a quick overview of your open service records and helps you stay on top of active work as soon as you open the app.

Service Records

The Service Records tab allows you to create and manage service records on the go.

You can:

  • Create service records (via the chatbot)

  • View service records

  • Change the service record status

  • Change the service record priority

  • Close service records

Service records can be searched or filtered to help you quickly find relevant issues.

Filtering service records

You can narrow down service records using:

  • Quick filters: My, New, Unassigned

  • Advanced filters: User (Agents only), Group, Status

After selecting filters, tap Done to apply them.

Assets

The Assets tab provides read-only access to all assets, allowing you to review device and configuration details while in the field.

You can view:

  • Asset type and model

  • Manufacturer

  • Asset ID and serial number

  • Asset source and additional metadata

No asset actions are available in the mobile app.

AI Chat

The AI Chat tab allows you to interact with the SysAid Agent chatbot directly from your mobile device.

From the mobile app, you can:

  • Ask questions and review chat history

  • Create service records through the chatbot

Limitations

The SysAid mobile app is optimized for mobility and fast decision-making. Some advanced capabilities are intentionally limited to the desktop application.

Limitations include:

  • AI Agents cannot be executed from the mobile app

  • Assets are view-only

Adding the app to your device

To add the app to your mobile device:

  1. For the beta phase, contact your SysAid representative or reach out to mobile@sysaid.com.

  2. Download the app:

  3. Sign in using one of the following authentication methods:

    • Microsoft SSO

    • Local SysAid user credentials

The available sign-in methods are the same as in the desktop product.

  1. After your initial sign-in, you can enable biometric authentication for faster access. Depending on your device, you can use fingerprint or face recognition to log in.