Sales & Customer Relationships
Marketing & Engagement
Communication & Call Center
Operations & Business Management
HR, Workforce & Learning
Forms, Utilities & Digital
Intelligence, Insights & Automation
Automate & Analyze Solution
Deal Management Solution
Deliver & Support Solution
Engage & Nurture Solution
Lead Generation Solution
Team & Operations Solution
Execute on Mobile.
Ensure Consistency.
Eliminate Dependency.
Mobile Smart Order enables agents to create and manage orders effortlessly from mobile devices using mobile-first fields and workflows. It eliminates desktop dependency by ensuring every order workflow works identically across mobile and web without data gaps or usability compromises.
Create Orders Faster. Anywhere.
On Any Device.
Mobile Smart Order empowers field teams to capture accurate orders during site visits, meetings, and negotiations without waiting to return to a desktop.
About This Feature
Mobile Smart Order applies mobile-first field logic to R2 orders, prioritizing critical fields while keeping the same structure, rules, and validations across mobile and web.
What Makes
Mobile Smart Order Essetial
Mobile-First Field Ordering
Order fields are intelligently sequenced for small screens, prioritizing buyer, project, unit, pricing, and payment details.
Web & Mobile Parity
The same order structure, logic, and validations function identically across mobile applications and web browsers.
Context-Aware Field Visibility
Conditional fields appear only when required, reducing clutter and preventing incomplete or incorrect orders.
Faster On-Ground Order Capture
Agents can create or update orders instantly during site visits or client meettngs without delays.
Mobile-First Field Ordering
Order fields are intelligently sequenced for small screens, prioritizing buyer, project, unit, pricing, and payment details.
Mobile-First Field Ordering
Order fields are intelligently sequenced for small screens, prioritizing buyer, project, unit, pricing, and payment details.
Web & Mobile Parity
The same order structure, logic, and validations function identically across mobile applications and web browsers.
Context-Aware Field Visibility
Conditional fields appear only when required, reducing clutter and preventing incomplete or incorrect orders.
Faster On-Ground Order Capture
Agents can create or update orders instantly during site visits or client meettngs without delays.
Real-Life Scenario for
Real Estate Sales Team
An agent finalizes a booking during a site visit. Without Mobile Smart Order, order creation is delayed until desktop access, risking data loss or errors.
With Mobile Smart Order: 
All critical order fields are optimized for mobile entry
Field logic and validations mirror the web version
Orders are captured instantly on-site
Result:
Faster bookings, accurate data capture, and zero dependency on desktops.
Proven Business Impact
Faster Order Creation in the Field
Consistent Data Across Mobile & Web
Reduced Errors and Rework
Higher Agent Productivity
Shorter Booking Cycles
Faster Order Creation in the Field
Consistent Data Across Mobile & Web
Reduced Errors and Rework
Higher Agent Productivity
Shorter Booking Cycles
Enable Mobile-First Order Execution with
Mobile Smart Order
Create, update, and manage orders seamlessly; anywhere your sales teams work. Deliver a unified R2 experience across mobile and web with confidence.