Mobile app

The HLB mobile app puts your conversations, contacts, calendar, opportunities, invoices, reviews and tasks on your iOS or Android phone, so you can run the business away from your desk. What you can do:

• Conversations: reply by text or email, attach images and files and use message templates. Tap the plus icon in the composer to insert trigger links, custom values, WhatsApp Flows and snippets. Swipe a conversation to mark it unread, add a task or review tags. Request payments once payment processing is set up.
• Calendar: view appointments, book new ones and block off time.
• Contacts: search, add contacts and open the Activity tab to see forms, calls, appointments and other events in one timeline.
• Opportunities: review pipelines on cards you can customize with up to seven fields and quick actions, and open a deal for its details, tasks, notes, appointments and transactions.
• Invoices: create one-time or recurring invoices and check their status.
• Reviews: send a customer an SMS review request using your existing review settings.
• Insights and tasks: see opportunity, contact and outreach totals for a date range, and track assigned tasks.

The lightning icon opens quick actions, which can include sending an email or SMS, adding a contact, booking an appointment, requesting a review or making a call. In app version 26.03.210 or later, after playback starts in the app, you can pause or resume course or membership media from your phone's notification tray; skipping depends on the media and device.

Tap the gear icon to choose a light, dark or system appearance or change the app language. If notifications stop arriving, run Diagnose Notifications in Settings. It checks your network, notification permission and sound, then sends a test notification. If the problem continues, send the copied report to support.