Mobile App
Social Planner for the Mobile App v3.88.1
Multiple Calendar Views in Mobile App
Share Calendar Links from Mobile App
Consolidated Payment Hub in Mobile App
Custom Conversation Providers in Mobile App
Mobile Estimates Dashboard and Builder
Accept Payments on Stripe Mobile POS Terminals
Mobile App POS Adjusts To iPad and Tablets Screens
Pay For Service Appointments In The Mobile App POS
Setting Up an Apple Developer Account for Your White-Label Mobile App
Overview To publish your white-label CRM mobile app on the iOS App Store, your business must register for an Apple Developer account. This account must be created under your organization's legal name.
Setting up a Google Developer Account for Your White-Label Mobile App
To publish Android apps on the Google Play Store under your business name, you must create a Google Developer account. This process establishes your business as a verified publisher and allows you to
Troubleshooting Mobile App Call Disconnections
Resolving Call Disconnections in the Mobile App If calls work correctly on the desktop dialer but disconnect only when using the mobile app, the issue is often related to your Twilio account configura
Accessing Invoices and Receipts in the Mobile App
You can view your payment history and download receipts for any transactions you've made directly within the CRM mobile app. This allows you to quickly reference your purchases or subscriptions on the
Quick Start Guide: CRM Mobile App (iOS & Android)
Getting Started with the CRM Mobile App This guide will help you download, install, and sign in to the CRM mobile application, so you can access your important information, courses, and groups from an
Navigating Lessons and Courses in the Mobile App
Navigating the New Mobile Experience The mobile app now offers a more intuitive and efficient way to navigate your courses and lessons. All category and lesson navigation happens on a single screen, e
Setting Up Your Branded Mobile App
Overview Creating a branded mobile application for your business is a powerful way to strengthen your identity and connect with your clients. The CRM simplifies this process, guiding you through each
New Mobile UI for Courses
A redesigned mobile experience for Courses is now available, built to make learning more intuitive and efficient. This update focuses on simplifying navigation and improving interaction for all types
Editing Product Details During Mobile Transactions
When processing transactions through the mobile CRM app, you have full flexibility to modify product details on the fly. Whether you're working with items from your catalog or creating custom entries,
Building and Customizing Your Branded Mobile App
Build and Customize Your Branded Mobile App This guide explains how to use the CRM's Branded Mobile App Builder to create and launch your own custom mobile application. The process is designed to be s
Configure Your Mobile App to Receive Inbound Calls
About Inbound Calls on the Mobile App Your CRM’s mobile app allows you to receive business calls directly to your smartphone. When a lead or client dials your assigned business phone number, the call
Promoting and Customizing Your White-Label Mobile App
About the Mobile App Promotion and Customization Tools Your CRM provides powerful tools to help you brand and distribute a mobile app to your clients and team members. The white-label mobile app custo
Tap to Pay
Accepting Contactless Payments with Tap to Pay Tap to Pay transforms your mobile device into a secure point-of-sale terminal, allowing you to accept contactless payments from customers quickly and eas
How to Manage Assignments in the CRM Mobile App
Using Assignments on Your Mobile Device You can now access and complete assignments directly from your mobile device, allowing you to manage your tasks from anywhere. This feature is available through
Agency Guide: Reselling and Managing the Branded Client Portal Mobile App
Overview As an agency, you can offer the Branded Client Portal Mobile App to your client sub-accounts. This guide explains how to set up pricing, manage offers for specific clients, handle billing, an
Using Conversation AI in the Mobile App
What is Conversation AI in the Mobile App? Conversation AI in the mobile app brings your configured AI assistant directly to your phone, enabling you to manage customer interactions on the go. It mirr
Using Documents and Contracts on the Mobile App
You can create and send documents and contracts directly from the CRM mobile app using your pre-saved templates. This is ideal for sending quotes, proposals, or agreements while you're on the go. Befo
Send WhatsApp Media Templates from the Mobile App
Sub-account admins and users can now send WhatsApp messages with media attachments directly from the CRM mobile app using pre-approved templates. This feature allows for more dynamic and engaging comm
Using Service Calendars in the Mobile App
Your mobile CRM app now includes full access to service calendars, allowing you to view and manage service appointments directly from your mobile device. This feature enables sub-account administrator
Using the Business Card Scanner in the Mobile App
Introduction You can now quickly add new contacts to your CRM by scanning their business cards directly from the mobile app. This feature uses your phone's camera to automatically read the information
Creating and Managing Invoices in the Mobile App
The mobile app provides a streamlined way to create, send, and manage invoices directly from your smartphone or tablet. Subaccount administrators and users can generate invoices either from the dedica
Switching Contacts and Using Custom Values in the Mobile Calendar
What's New The mobile app calendar now includes enhanced functionality for scheduling appointments. You can now switch the contact associated with an appointment while in the process of scheduling it.
Sending Voice Notes in WhatsApp Conversations via the Mobile App
You can now record and send voice notes directly from a WhatsApp conversation using the mobile app. This feature provides a quick and personal way to communicate with your contacts without leaving you
Using Smart Push Notifications in the Client Portal
Overview The Smart Push Notification action lets you send personalized push notifications directly to your contacts' Client Portal mobile app. You can create custom titles and message content, and eve
Customize Your White-Label CRM Mobile App
Customizing Your White-Label Mobile App You can fully brand and configure your white-label mobile app to match your agency's identity and user needs. This process is managed through the Mobile App Cus
Using Square as a Payment Provider for POS and Mobile Payments
What is Mobile Payments with Square? Accepting in-person payments becomes simpler with Square integration in your CRM's mobile app. Whether you process transactions manually or with a card reader, you
Identifying Spam Calls in the Mobile App
About Spam Tagging in the Mobile App Spam Tagging is a feature in the mobile CRM app that helps you identify and manage potentially unwanted calls. When the system detects a suspicious incoming call,
Managing Documents and Files in the Mobile App
Introduction Keep all your important documents organized and accessible directly from your contact records. The Docs and Files tab in the mobile app lets you upload, send, and track files like contrac
How to Use Mobile Do Not Disturb (DND) for Contacts
What is Mobile DND? The Mobile Do Not Disturb (DND) feature in your CRM's mobile app lets you block unwanted communications directly from key interaction points. Instead of navigating through multiple
Inbound Call Transfer on the Mobile App
Transferring Incoming Calls on Your Mobile Device This article explains how to use the Inbound Call Transfer feature within the CRM mobile app. This functionality allows you to hand off a live incomin
Making Outbound Calls with the CRM Mobile App
Overview of Mobile Outbound Calling The CRM mobile app transforms your smartphone into a powerful communication tool. Beyond simply making calls, the app enables you to handle essential tasks, add not
Accepting In-Person Payments with NMI and Authorize.net in the Mobile POS
You can now process in-person payments directly from your mobile device using the CRM mobile app. This feature supports both NMI and Authorize.net payment gateways, allowing you to charge customers us
Using Direct Payments with Estimates in the Mobile App
About Direct Payments for Estimates The mobile app allows you to include a direct payment option when sending an estimate to a contact. When the contact accepts the estimate, they are immediately take
Managing Required Updates for Client Portal Mobile Apps
About Required App Updates You can configure your Client Portal mobile app to require users to install the latest version before they can continue using it. When enabled, users opening an outdated app
Create Estimates Using Templates on Mobile
Generate professional estimates quickly while on the move by utilizing templates that your team has set up in the CRM web application. This mobile feature allows your field team to maintain consistenc
Managing Active Transactions for Mobile Payments
What Are Active Transactions? An active transaction is a sales record—like an invoice, estimate, or appointment bill—that has been created for a customer but has not yet been paid. The Active Transact
How to Send Personalized Videos from the Mobile App
What Are Personalized Videos? Personalized videos are a feature within the CRM mobile app that lets you record and send a custom video message directly to a contact via SMS or email. This tool allows
Collect Signatures in Person Using the Mobile App
You can use the mobile app to have contacts sign documents directly on your mobile device. This is perfect for meetings, events, or any face-to-face interaction, eliminating the need for printing, sca
SIM-Based Calling with the Mobile App
What Is SIM-Based Calling? SIM-based calling is a convenient feature in the CRM mobile app that lets you initiate calls directly through your device's native phone dialer. With a single tap, the app p
Unified Contact Workspace in the Mobile App
What Is the Unified Contact Workspace? The Unified Contact Workspace in the mobile app consolidates all your contact management into a single, streamlined screen. Instead of navigating through differe
ClientPortal Builder Enhancement Pack
The ClientPortal Builder Enhancement Pack introduces several upgrades designed to streamline the launch and management of your branded mobile applications. These improvements focus on reducing setup t
Mobile: AutoPayment in Recurring Invoices
Mobile AutoPayment for Recurring Invoices AutoPayment automates the process of charging a customer's payment card for each occurrence of a recurring invoice that you send from the mobile app. This fea
Media Library – Mobile App
Centralized Media Management on the Go Juggling images, videos, and documents for your business communications can be difficult when they are stored in different places on your phone. The Media Librar
The Redesigned Mobile App Experience - Version 4.0.0
Overview The redesigned mobile app experience delivers a completely refreshed interface built for speed, intelligence, and ease of use. This major update brings the mobile app's design in line with th
AI Powered Business Card Scanner
Overview The AI Business Card Scanner is a powerful tool built into the mobile app that transforms the way you capture contact information. Using advanced artificial intelligence, it allows you to qui
Receiving Calls from Multiple Locations on the Mobile App
What Is Multi-Location Incoming Calls? The Multi-Location Incoming Calls feature allows users to receive calls from up to 10 different locations (sub-accounts) directly on their mobile app, regardless
Using Local Presence Dialing in the Mobile App
What is Local Presence Dialing? Local Presence Dialing is a feature in the CRM mobile app that helps you connect with more contacts by making your calls appear local. When you place an outbound call t
Enable Tap to Pay on Your White-Labeled Mobile App
Overview This guide explains how to enable Tap to Pay on your white-labeled mobile app for both iPhone and Android devices. Tap to Pay allows merchants to accept contactless payments directly through
How to Schedule Recurring Appointments on the Mobile App
What Are Recurring Appointments? Recurring appointments allow you to create a single appointment that automatically repeats based on a rule you define, such as daily, weekly, monthly, or a custom patt
How to Schedule Service Appointments Using the Mobile App
What Are Service Appointments in the Mobile App? Service appointments in the CRM mobile app enable your team to create and manage detailed, service-based bookings directly from a smartphone. This feat
Setting Up Your White-Labeled Mobile App with the Self-Service Customizer
Overview The Self-Service White-Labeled Mobile App Customizer is a guided tool within the CRM that allows you to create, brand, build, and publish your own fully customized iOS and Android application
Publish Your Android White-Label App in Google Play Console
Overview This article guides you through creating a new app record in the Google Play Console, which is the first step toward publishing your white-label CRM mobile app. You will learn how to set up t
Linking Your Apple App Store Account to the White-Label Mobile App Customizer
Overview This guide details the steps required to link your Apple Developer account to the CRM's Mobile App Customizer. Completing this process authorizes the CRM to build, sign, and submit your white
Connecting a Google Play Developer Account for Your White-Label CRM Mobile App
Overview This guide provides a complete walkthrough for connecting your Google Play Developer account to the CRM's Agency App Manager. This process is essential for building and submitting your brande
Publishing Updates to Your Custom Mobile App in the App Store
After your white-label mobile app is available on the App Store, you may need to release new versions that include bug fixes, feature enhancements, or updated branding. This article explains how to su
Publish Your iOS White-Label App in App Store Connect
Overview This guide will walk you through the process of setting up and submitting your iOS white-label mobile app for review and publication in Apple App Store Connect. Following these steps carefull
Troubleshooting White-Label Mobile App Build Failures
Resolving Build Failures for Your White-Label Mobile App This guide provides a checklist and step-by-step solutions for common errors that occur when building or updating your white-label mobile app t
View Contact Activity on the Mobile App
The Activity tab within a contact's profile in the CRM mobile app provides a chronological feed of their history. This allows you to quickly review past interactions like form submissions, calls, and
Using the Payments Tab in the Mobile App
About the Payments Tab The Payments tab within Contact and Opportunity records in the mobile CRM app provides a centralized location for all payment-related activities. This allows you to handle billi
View Appointments in Your Preferred Timezone on the Mobile App
About Viewing Appointments in Your Preferred Timezone Your CRM mobile app allows you to customize how appointment times are displayed by setting a personal timezone preference. This feature lets you v
Automatic Tax Calculation on Mobile
What is Automatic Tax Calculation? Automatic Tax Calculation is a feature that allows you to accurately calculate and apply taxes when creating invoices, processing point-of-sale transactions, or gene
Managing Service Appointments in the Mobile App
Overview With the CRM mobile app, your team can manage Service Calendar appointments directly from their phones. This allows for quick updates like editing details, rescheduling, duplicating, or cance
Collecting Customer Addresses for Mobile Service Appointments
About Ask the Booker Location Support Ask the Booker Location Support is a feature designed for service businesses whose staff travel to customers. It allows you to collect the customer's specific ser
Centralized Appointment Management in the CRM Mobile App
Manage all aspects of your appointments from a single, unified screen within the CRM mobile application. This centralized view consolidates key information—such as appointment specifics, attendee list
Using Media Controls from Your Device's Notification Tray
What Are Notification Tray Media Controls? Media controls in the notification tray allow you to manage playback of supported media content directly from your mobile device's notification area, without
Enable WhatsApp Inbound Calling for Your White-Label Mobile App
Enabling WhatsApp Inbound Calling Starting with White-Label Mobile App Release 4.18.0, you can enable the WhatsApp Inbound Calling feature for your branded mobile application. This guide walks you thr