Using the CRM on a tablet

In this article, you'll learn how to use the CRM on an iPad, a Galaxy Tab or any other Android tablet. A tablet gives you more room than a phone, which is handy in the truck, at a customer's kitchen table or on the office counter.

You have the same two options you have on a phone:

  • The Review Monster CRM app, from Google Play.
  • The web CRM, opened in your tablet's browser.

Both use the same login and show the same jobs, clients and conversations, so pick whichever suits you.

Note: The app is on Google Play. The iPhone and iPad version isn't in the App Store yet, so on an iPad, use the web CRM in Safari. That's covered further down.

Using the app on your tablet

There's one Review Monster CRM app for phones and tablets.

To install the app and sign in:

  1. On your Android tablet, open Google Play.
  2. Search for Review Monster CRM and install it.
  3. Open the app.
  4. Type your email and password, then tap Sign in.

Forgot your password? Type your email first, then tap Forgot password? under the Sign in button. A reset link goes to your email.

Tip: On a crew? Type your phone number in the first box (it's labeled Email, or your phone number if you're on a crew), then the password you picked when you signed your W-9. You'll land in your crew portal, not the full CRM.

Upright and sideways

The app turns with your tablet, and the layout changes with it.

  • Held upright, it looks like the phone app. On Home, Conversations, Schedule and Contacts, a bar along the bottom has those four tabs, with the yellow + button on the right. Every other screen has the menu button (three lines) or a yellow back arrow in the dark bar at the top instead.
  • Turned sideways, the bottom bar becomes a rail down the left edge with the same four tabs, and the + button sits at the foot of the rail. The rail stays on every screen.
  • Sideways on Conversations and Contacts, the list and the open item sit side by side. Tap a conversation and the thread opens on the right. Tap a contact and their page opens on the right.

In the app, the + button opens New job, New lead, New note, New client and Contact.

The menu

Tap the menu button (three lines) at the top left and the full menu slides in: Home, Schedule, Map, Leads, Jobs, Clients, Estimates, Invoices, Price book, Phone, OMW, Call tracking, Automations, Team, Team Schedule, Reports, Help Center and Features, plus any features you've turned on, depending on your role. At the bottom of the menu are three icons: your account, the gear for Settings (if your role allows it) and sign out. Tap the account icon and a short list opens with Account and, for an admin, Setup Wizard.

Using the web CRM in your tablet's browser

You don't need the app at all. The CRM works in Safari, Chrome or any other browser. A few tools only work on the web. For example, the template designer for estimates and invoices is under Settings > Documents in the web CRM. In the app you can preview, add, duplicate and delete templates, and the Document designer (web) row in the app's settings list opens the designer in your browser.

To open the web CRM:

  1. On your tablet, open your web browser.
  2. Go to reviewmonster.com/crm/login.
  3. Enter your Email and Password, then tap Sign in.

If you've forgotten your password, tap Forgot password?, enter your email and tap Send reset link.

What you'll see on a tablet

On most tablets, the web CRM looks the same as it does on a computer. The menu stays pinned open down the left side, with Home, Conversations, Schedule, Map, Leads, Jobs, Clients and the rest of your pages.

The web CRM with the menu pinned open down the left side
The web CRM with the menu pinned open down the left side
  • The yellow + under your logo opens New job, New lead, New note, New client and Contact. On a client's page it also offers New estimate, and the job or lead you start is for that client.
  • The gear icon at the bottom of the menu opens the Settings list, if your role allows it.
  • Your initials, also at the bottom of the menu, open a small menu with Account, Setup Wizard (for an admin) and Log out.
Opening the + menu in the web CRM

When the screen gets narrow

The pinned menu shows whenever the browser window is at least 768 pixels wide. That covers a full-size tablet, even held upright, but a smaller tablet turned upright may fall under it. If the window is narrower, the web CRM switches to its phone layout:

  • A dark bar across the top. On Home it has the menu button, your company name, a refresh button, the Automations bolt and a search button. On a page you opened from the menu, it shows a yellow chevron that goes home, the page name, and the menu button at the right end. Deeper pages, like a settings page, show a yellow back arrow instead.
  • Tap the menu button and the menu slides in from the left. Tap anywhere outside it to close it. At its foot are the same three icons as the app: your account, the Settings gear and sign out.
  • On Home, Conversations, Schedule and Contacts, a bar along the bottom has those four tabs and the + button.
Note: If you split your tablet's screen between two apps, the browser window can get narrow enough to switch to the phone layout. Give the browser more of the screen and the pinned menu comes back.

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