How to Use Business Card Scanner in the Mobile App
By automating the extraction of details from business cards, users can save time and reduce the likelihood of errors, making contact creation simpler than ever before.
Service Calendars in the Mobile App
Within our mobile app, you can easily create new and view existing service appointments, ensuring you can manage your schedule effectively. This provides a seamless and efficient way to manage service appointments on the go.
Edit Email Snippets in the Mobile App
Seamlessly edit your email snippets in the mobile app using the rich text editor before sending out emails. This editor provides a comprehensive range of formatting options, including bold, italic, underline, bullet lists, and more.
Conversations in the Mobile App
The Conversations section in the Mobile App allows you to view and manage ongoing conversations directly from your mobile device.
Create Products on the Mobile App
Products created on the mobile platform will seamlessly synchronize with our web platform, ensuring that all entries appear under the Products tab within the Payments section. In this article, you will be guided on how you can easily create a product in the mobile app.
Taxes & Discounts for Sales on the Mobile App
How to use Taxes & Discounts for Sales on the Mobile App
View Invoices & Receipts on the Mobile App
How to View Invoices & Receipts on the Mobile App
Record Payments for Invoices on the Mobile App
How to Record Payments for Invoices on the Mobile App
Accepting Payments for Service Appointments in the Mobile App
This guide will walk you through the steps to enable payments in your calendar, view upcoming payments on the mobile app, and efficiently record transactions.
WhatsApp Voice Notes on the Mobile App
Whether you are on the go or prefer communicating verbally, voice notes offer a quick and effective way to convey your message without typing.
Estimates on the Mobile App
Users can create, track, and manage estimates through the Estimates section of the Mobile app, ensuring easy access to handle your business needs.
Documents & Contracts on the Mobile App
This guide will show you how you can effortlessly create and send documents or contracts directly from your mobile app using predefined templates.
Social Planner on the Mobile App
The Social Planner for mobile streamlines social media management by enabling users to schedule, publish, and manage posts directly from their devices. With flexible viewing options, channel-specific customization, and seamless account integration, it empowers users to stay organized and maintain a consistent social media presence effortlessly
How to Change Your Password and Enable 2FA on the Mobile App
To enhance account security, you can enable Two-Factor Authentication (2FA) and access Password Management features on the mobile app.
Estimate Direct Payments on the Mobile App
This guide will walk you through the process of enabling direct payments via the mobile app to ensure smooth payment processing for you and your customer.
How to Download Estimates on the Mobile App
Learn how to download estimates from your mobile app with this simple guide. Follow easy steps to save estimates to your device’s file app, ensuring quick access and organization for your important documents.
Contacts on the Mobile App
The Contacts module on the mobile app simplifies contact management by centralizing essential details and actions in one place. Easily view, edit, and organize contacts, assign owners, communicate via calls or messages, and perform bulk actions.
How to Receive In-Person Signatures on the Mobile App
Digitally collecting signatures has never been easier. With the mobile app, you can create, share, and finalize documents effortlessly, whether you're closing a deal or handling routine paperwork. This guide walks you through the seamless process of adding signature fields, sharing documents, and collecting signatures in real time—ensuring efficiency, accuracy, and convenience.
Media Library in the Mobile App
This guide shows you how to upload, organize, and find files quickly, making media management seamless and efficient.
How to Manage Conversation AI on the Mobile App
How to Manage Conversation AI on the Mobile App
Other Help Topics
Here you can find a collection of articles that will help get you started with our platform.
Memberships and CommunitiesHere you will find everything related to the Memberships and Communities features of our platform.
SettingsHere you will find everything related to the global settings of our platform.