In this article, you'll learn your way around the Review Monster CRM app for iPhone and Android. It's the same CRM you use on the computer, built for the field: your day, your jobs, your texts and calls, all on your phone. iPhone and Android run the same app, so everything here works on both.

To open the app:

Open Review Monster CRM on your phone.
Type your email and password, then tap Sign in.

Forgot your password? Type your email first, then tap Forgot password?. The app emails you a link to reset it.

Note: The first time you open the app, it asks for the permissions it needs in one go: notifications, the microphone (for calls), the camera and photos, and your location. Allow them, or calls, photos and On My Way texts won't work later.

If you're the first person into a brand-new account, the app asks one question before it opens: What's the sales tax rate where you work? Type your rate, or tick We don't charge sales tax, then tap Let's go.

The Home screen

The app opens on Home. If you've been away from the app for ten minutes or more, it brings you back to Home when you return. The one exception is when you come back by tapping a notification, which opens the screen the notification was about.

The header

The dark bar at the top has:

The menu button on the left, which opens the side menu
Your company's name
A refresh arrow, which reloads everything on Home
The lightning bolt, which opens Automations
The magnifying glass, which searches everything

Under that you'll see a greeting with your first name: "here is your upcoming day."

Needs attention

The white Needs attention card shows how many things are waiting on you. Tap it and the list slides open underneath. You'll see jobs that went past their day without being closed, marked Never closed out, plus things like a declined estimate or a signed document. Tap an item to open it, or tap View on an overdue job. Swipe an overdue job to the left for Mark done, Cancel job and On my way. Some items have a Dismiss button, which clears them from the list and from the count on the app icon. Others, like an unread text or a new lead, go away on their own once you've dealt with them.

Tip: If your login runs more than one business, a card with the company's name sits there instead, and Needs attention moves just below it. Tap the company card to see your other businesses, then tap a name to switch. In your main business, each linked business has an eye beside its name. A green eye shows that business's conversations, calls and appointments here too; tap it to turn it red and hide them.

Crew to pay

If someone on your crew is owed money, a Crew to pay card shows up next, above your jobs. It lists each person's hours and what they're owed, with a label like Clocked in, Ready to pay or No hours yet. Tap a name to see their Hours worked. The card only appears when someone's owed something.

Upcoming work

Upcoming work shows one job at a time. It starts on the job you're working now or the next one due. Swipe left for later jobs and right for earlier ones, and keep swiping right to go further back. Each card shows the day and time, the job number, type and status, the address and the client.

Tap the card to open the job. Tap the three dots for quick actions:

Open JOB- with the job number
OMW, which sets the job to your on-my-way status. If your trucks each have their own on-my-way status, you'll see one entry per truck.
Directions, when the job has an address. On iPhone it asks whether you want Apple Maps or Google Maps.
Mark done
Cancel job

The app asks you to confirm before it changes the job, with Yes, done, Yes, cancel it or Yes, on my way.

Shortcuts and the rest of Home

Shortcuts is a grid of tiles for the features you've turned on in Features. Some tiles show a badge count. Tap the pencil next to the heading to change them.

Below that are the same blocks you see on the desktop Home page. Depending on how your Home is set up, you might see Sales, Jobs, Cash to deposit, Leads, Estimates, Jobs by status, Today, Stripe, Today by tech and Expenses. Many have a View All link to the full list.

The phone shows the blocks you've chosen on the desktop, in the same order. If you remove a block on the desktop, it's gone on the phone too. A block you've made half-height on the desktop shows a shorter version on the phone. You can't rearrange the blocks in the app, so make changes on the computer and the phone picks them up.

Searching everything

Tap the magnifying glass in the header. A search field drops down from the top of the screen. Type at least two characters of a job, invoice or estimate number, or a client's name, phone or email. Matches fill in underneath as you type, grouped into Jobs, Clients, Invoices and Estimates. Tap one to open it, or tap anywhere else to close the search.

The bottom bar

A bar runs along the bottom of four screens: Home, Conversations, Schedule and Contacts. It has:

Home
Conversations, for your texts, emails and calls
Schedule
Contacts, your client list
The yellow + button

Tap + to start something new: New job, New lead, New note or New client. Below those, Contact lets you send us feedback or an email. If you tap + while you're on a client's page, a new job or lead comes already filled in with that client.

What you can start depends on your role, so team members may see fewer options. Other screens, like a single job or a settings page, don't have the bar. To leave them, use the back arrow or the menu button at the top. Turn your phone sideways and the bar becomes a strip down the left edge.

Note: If you've turned on Manual Review in Features, Home becomes the send-a-review screen and the bottom bar has only Home and Conversations.

Tap the menu button at the top left to slide the menu open. Your company's name is at the top. If your login has more than one business, tap Switch company to change businesses.

The menu is grouped like the sidebar on the computer:

Home, Schedule, Map
Leads, Jobs, Clients
Estimates, Invoices, Price book
Phone, OMW, Call tracking, Automations
Team, Team Schedule
Reports, Help Center

Below those is Features, then every feature you've turned on there. Features only shows for admins. Pages your role can't open don't appear in the menu.

At the very bottom are three buttons:

The person icon opens Account, your own login.
The gear opens the full settings list, grouped into General, Jobs & leads, Money, Phone & booking, People & data and Account. Only admins see the gear.
The last button signs you out.

Unlocking with Face ID or fingerprint

After you sign in, the app offers to lock itself behind your phone's Face ID, Touch ID or fingerprint. Tap Turn on to use it, or Not now to skip. You can change your mind any time with the Unlock with switch at the bottom of the menu. The switch only appears on phones that have Face ID or a fingerprint reader.

With it on, the app opens straight to the CRM unless you've been away from it for a week. After a week, you'll see a Welcome back screen. Tap Unlock with Face ID (or your fingerprint) to get in. Your phone's passcode works as a fallback, the same as on your lock screen. If none of that works, tap Sign in with password. That signs you out on this phone so you can sign back in with your email and password.

Note: The lock is set per person, per phone. If two people share a phone, each one decides for themselves.

Phone app overview