Mobile App

Accepting Payments for Service Appointments in the Mobile App Accepting Payments for Service Appointments in the Mobile App Summary: This guide will walk you through the steps to enable payments in your calendar, view up

Contacts on the Mobile App Contacts on the Mobile App Summary: The Contacts module on the mobile app simplifies contact management by centralizing essential details and actions in one place. Easily view, edit, and organi

Conversations in the Mobile App Conversations in the Mobile App Summary: The Conversations section in the Mobile App allows you to view and manage ongoing conversations directly from your mobile device. The Conversations

Create Products on the Mobile App Create Products on the Mobile App Summary: Products created on the mobile platform will seamlessly synchronize with our web platform, ensuring that all entries appear under the Products

Documents & Contracts on the Mobile App Documents & Contracts on the Mobile App Summary: This guide will show you how you can effortlessly create and send documents or contracts directly from your mobile app using predef

Edit Email Snippets in the Mobile App Edit Email Snippets in the Mobile App Summary: Seamlessly edit your email snippets in the mobile app using the rich text editor before sending out emails. This editor provides a comp

Estimate Direct Payments on the Mobile App Estimate Direct Payments on the Mobile App Summary: This guide will walk you through the process of enabling direct payments via the mobile app to ensure smooth payment processi

Estimates on the Mobile App Estimates on the Mobile App Summary: Users can create, track, and manage estimates through the Estimates section of the Mobile app, ensuring easy access to handle your business needs. Estimate

How to Change Your Password and Enable 2FA on the Mobile App How to Change Your Password and Enable 2FA on the Mobile App Summary: To enhance account security, you can enable Two-Factor Authentication (2FA) and access Pa

How to Download Estimates on the Mobile App How to Download Estimates on the Mobile App Summary: Learn how to download estimates from your mobile app with this simple guide. Follow easy steps to save estimates to your de

How to Receive In-Person Signatures on the Mobile App How to Receive In-Person Signatures on the Mobile App Summary: Digitally collecting signatures has never been easier. With the mobile app, you can create, share, and

How to Use Business Card Scanner in the Mobile App How to Use Business Card Scanner in the Mobile App Summary: By automating the extraction of details from business cards, users can save time and reduce the likelihood of

Media Library in the Mobile App Media Library in the Mobile App Summary: This guide shows you how to upload, organize, and find files quickly, making media management seamless and efficient. The Media Library in your CRM

Record Payments for Invoices on the Mobile App Record Payments for Invoices on the Mobile App Summary: How to Record Payments for Invoices on the Mobile App Collecting and recording payments is an equally important and e

Service Calendars in the Mobile App Service Calendars in the Mobile App Summary: Within our mobile app, you can easily create new and view existing service appointments, ensuring you can manage your schedule effectively.

Social Planner on the Mobile App Social Planner on the Mobile App Summary: The Social Planner for mobile streamlines social media management by enabling users to schedule, publish, and manage posts directly from their de

Taxes & Discounts for Sales on the Mobile App Taxes & Discounts for Sales on the Mobile App Summary: How to use Taxes & Discounts for Sales on the Mobile App Your POS allows you to complete transactions with your clients

View Invoices & Receipts on the Mobile App View Invoices & Receipts on the Mobile App Summary: How to View Invoices & Receipts on the Mobile App Invoices and receipts are the best way of ensuring your finances are clear

WhatsApp Voice Notes on the Mobile App WhatsApp Voice Notes on the Mobile App Summary: Whether you are on the go or prefer communicating verbally, voice notes offer a quick and effective way to convey your message withou