Mobile & Desktop App
Run your business from anywhere — contacts, calls, calendars, point of sale, invoicing, and more from the mobile and desktop apps.
32 articles
Getting Around the App
- Mobile App OverviewContacts, calendar, pipeline, messages, and payments, all from your phone.
- Unified Contacts WorkspaceCall, text, view notes, and check history for a contact in one place.
- Unified Appointment ScreenEverything related to a booking on one screen, organized into tabs.
- Managing OpportunitiesA full pipeline management experience on mobile, with customizable cards.
Calling & Conversations
- Placing and Receiving CallsA full calling workstation connected to your CRM.
- Local Presence DialingCall from a number matching the recipient's area code so the call looks familiar.
- Spam Tagging on Incoming CallsLikely-spam calls are flagged automatically using third-party reputation data.
- Do Not Disturb for ContactsBlock a specific contact through some or all channels, right from the app.
- Managing Calls Across Multiple LocationsReceive calls from up to 10 locations on one device without switching accounts.
- Custom Conversation ProvidersInstall extra messaging providers and use them from the same conversations screen.
Calendars & Scheduling
- Switching Contacts and Using Custom Values in the CalendarSmall mobile calendar improvements for contacts, locations, and notes.
- Viewing Multiple Calendars at OnceCombine schedules from several team members, calendars, or groups into one view.
- Sharing Calendar LinksShare booking access for a calendar or group directly from the mobile app.
- Managing Service AppointmentsEdit, reschedule, duplicate, or delete service-based bookings from mobile.
Files & Media
- Scanning Business CardsTurn a physical business card into a contact record automatically.
- Managing Documents and FilesEvery contact has a dedicated space for files related to them.
- Using the Media LibraryA central place for images, videos, and PDFs on mobile.
- Managing Media Playback from the Notification TrayControl course or membership media playback without keeping the app open.
Social Media
Point of Sale & Payments
- Point of Sale OverviewCollect payment in person: card, cash, invoice, or estimate — all from one screen.
- Collecting Payment for AppointmentsTake payment right from the calendar instead of a separate invoicing screen.
- Tracking Outstanding PaymentsThe Active Transactions view pulls everything due or overdue into one list.
- Customizing Items During CheckoutAdjust item name, price, tax, and quantity on the fly at checkout.
- Connecting Card Readers and TerminalsPair Bluetooth readers or Wi-Fi terminals for chip, tap, and swipe payments.
- Using Alternative Payment GatewaysAccept in-person card payments through NMI or Authorize.net instead of Stripe.
- Using a Tablet for Point of SaleThe POS interface adapts into a split-window layout on larger screens.
- Collecting SignaturesCapture a signature on the spot during an in-person meeting.
Invoices & Estimates
- Creating and Managing InvoicesBill a customer and get paid without waiting until you're back at a computer.
- Creating and Managing EstimatesPut together a cost proposal on-site and send it for approval.
- Enabling Direct Payments on EstimatesEmbed a payment option directly into the estimate and skip the separate invoice step.