TechAlign empowers Managed Service Providers to perform technical alignments and QBR automation on the go. With mobile and tablet access, users can conveniently conduct IT reviews, update assessments, and present insights during client visits. This guide details how to use TechAlign effectively on tablets, ensuring a consistent, efficient experience wherever business takes you.
Supported Devices and Access
TechAlign offers full functionality on iPads, Android tablets, and most contemporary browsers. Simply access the web app via Chrome or Safari; no separate mobile app is required. This flexibility helps alignment engineers and vCIOs handle assessments and QBRs seamlessly at client sites or in the field.
Optimizing Your Experience
Connect to reliable Wi-Fi for best performance.
Use landscape mode for easier navigation and data entry.
Update your browser to the latest version for optimal security and compatibility.
Enable browser pop-ups if exporting or presenting QBRs on-site.
Mobile Assessment Workflow
Log into TechAlign using your company credentials on your tablet browser.
Navigate to the client profile and select the relevant assessment or QBR.
Enter findings, risks, and recommendations directly during client meetings.
Use QBR export to review or present custom reports in real time.
Troubleshooting Mobile Issues
If the platform is slow, ensure a strong internet connection and close background apps.
Clear browser cache if pages do not load properly.
Contact TechAlign Support if you encounter persistent errors when saving assessments or exporting QBRs.
Conclusion
TechAlign’s tablet compatibility supports efficient, data-driven client engagements for MSPs anywhere. By following best practices and troubleshooting tips, you can seamlessly leverage all platform capabilities during on-site meetings, ensuring streamlined technical alignment, reliable QBR delivery, and improved client satisfaction every time.