The mobile app gives you access to essential customer, sales, scheduling, payment, and communication tools while you are away from your computer. You can manage conversations, opportunities, invoices, reviews, appointments, contacts, and tasks directly from your phone.

  

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What Is the Mobile App?

The mobile app is a mobile workspace for managing day-to-day business activity from your phone. It brings customer conversations, contacts, appointments, opportunities, invoices, reviews, tasks, and performance information together so you can respond and take action without opening the desktop application.


Key Benefits of the Mobile App

Mobile access helps you stay productive when you are working away from your desk and need to complete common tasks quickly.

  • Customer Communication: Read and respond to conversations from your phone.

  • Sales Management: Review opportunities and pipeline stages while on the go.

  • Scheduling: View calendars, book appointments, and block unavailable time.

  • Payments and Invoices: Create invoices and request payments when payment processing is configured.

  • Contact Management: Search your database and add new contacts.

  • Quick Actions: Start common activities without navigating through multiple screens.


Customize Mobile App Settings

General settings let you adjust the app experience to match your preferences and device configuration.

  1. Open the main menu.

  2. Select the gear icon.

  3. Adjust the available settings as needed.

Settings may include:

  • Light or dark appearance

  • System-based appearance

  • App language

  • App version information

  • Logout


Manage Opportunities

The Opportunities area helps you monitor active leads and deals across your sales pipelines without opening the desktop application.

You can:

  • Review opportunities by pipeline stage.

  • Move through available pipeline stages.

  • Filter opportunities by date range.

  • Sort records.

  • Apply additional filters to narrow the results.


Create and Manage Invoices

Mobile invoice tools let you review payment activity and create new invoices directly from your phone.

  1. Open the main menu.

  2. Select Invoices.

  3. Select the + icon.

  4. Choose a one-time invoice or recurring invoice.

  5. Complete the invoice details.

  6. Review the information.

  7. Send the invoice.

You can also review existing invoices and their current statuses from the same area.


Review Business Insights

Insights provide a high-level view of business activity so you can quickly understand performance without opening individual records.

Available information may include:

  • Opportunity totals

  • Pipeline value

  • Marketing activity

  • Contact totals

  • User activity

  • Outreach activity

  • Performance for a selected date range


Monitor Tasks

The Tasks area helps you keep track of assigned work and monitor outstanding responsibilities while working from your phone.

Open Tasks from the main menu to review available assignments and follow up on work that needs attention.


Manage Conversations

The Conversations area lets you communicate with contacts and manage ongoing customer interactions from your phone.

You can:

  • Review conversation history.

  • Filter conversations.

  • Send text messages.

  • Send emails when available.

  • Attach images and supported files.

  • Use message templates.

  • Request payments when payment processing is configured.

Use Conversation Swipe Actions

Swipe actions provide faster access to common conversation controls without opening each conversation first.

Depending on the available action, you can:

  • Mark a conversation as unread.

  • Open additional conversation options.

  • Review contact information.

  • Add tasks.

  • Review tags.


Manage Reviews and Send Review Requests

The Reviews area helps you monitor customer feedback and send review requests without leaving the mobile app.

  1. Open Reviews.

  2. Select the + icon.

  3. Choose the customer.

  4. Select the available SMS review request option.

  5. Send the request.

The request uses the review messaging configuration already set up for your account.


View Calendars and Schedule Appointments

The Calendar area provides mobile access to your schedules, appointments, and availability.

You can review existing appointments, block time, and create new appointments.

  1. Open Calendar.

  2. Select the + icon.

  3. Choose the appointment option.

  4. Select the date and time.

  5. Enter the appointment title.

  6. Select the appropriate calendar.

  7. Select Save.


Manage Contacts

The Contacts area gives you access to your customer database while you are on the go.

You can:

  • Search for contacts.

  • Open contact records.

  • Review contact information.

  • Add new contacts manually.

To add a contact, open Contacts, select the + icon, enter the contact information, and save the record.


Use Quick Actions

The Quick Actions lightning icon provides shortcuts to frequently used tools, helping you complete common activities without navigating to each feature area first.

Available actions may include:

  • Send an email.

  • Send an SMS.

  • Add a contact.

  • Book an appointment.

  • Request a review.

  • Make a call.

Make a Call

The calling shortcut lets you start an outbound call quickly.

  1. Select the Quick Actions icon.

  2. Choose the calling option.

  3. Search for or select the contact.

  4. Start the call.

Send a Quick SMS

The SMS shortcut lets you contact someone without opening the full Conversations area.

  1. Select the Quick Actions icon.

  2. Choose the SMS option.

  3. Search for the contact.

  4. Enter your message.

  5. Send the message.


Frequently Asked Questions

Q: Can I manage opportunities from the mobile app?

Yes. You can review opportunities, pipeline stages, date ranges, sorting options, and available filters.

Q: Can I create invoices from my phone?

Yes. You can create one-time and recurring invoices from the Invoices area.

Q: Can I request a payment from a conversation?

Yes, when a supported payment processor is connected and payment requests are available for your account.

Q: Can I schedule appointments from the mobile app?

Yes. You can create appointments and block time from the Calendar area.

Q: Can I send review requests from the app?

Yes. Open Reviews, select the customer, and send the available review request.

Q: Can I change the appearance of the app?

Yes. General settings may allow you to choose light mode, dark mode, or a system-based appearance.

Q: What are Quick Actions?

Quick Actions are shortcuts for common activities such as calling, messaging, adding contacts, booking appointments, and requesting reviews.


Need Help?

If a mobile feature is missing or not behaving as expected, first confirm that you are signed into the correct account and that the feature is available to your user.

Verify that:

  • You are using the latest available version of the mobile app.

  • You are signed into the correct account.

  • Your user has access to the feature you are trying to use.

  • The required contact, opportunity, calendar, invoice, or task exists.

  • A supported payment processor is connected before requesting payments.

  • The correct calendar is selected when creating an appointment.

  • The correct contact is selected when sending messages or review requests.

  • Filters are not hiding the records you expect to see.

  • Your device has an active internet connection.

  • Required device permissions are enabled for features such as calling or attachments.

If the issue continues, collect the affected feature, device type, app version, expected behavior, any displayed error message, and the steps that led to the issue before contacting support.