Platform

Mobile App

Run your business from your phone. Every lead, job, and conversation in your pocket.

TraxionLab's mobile app puts your entire business in your pocket. Manage conversations, contacts, appointments, and deals from wherever the job takes you. Tap to Pay lets you collect payments on-site without a separate POS terminal. Real-time notifications mean you respond to new leads in seconds, not hours.

The problem

What you're dealing with before this exists

01

You can't run your business from a desk because your business doesn't happen at a desk

You're on a job site. You're driving between calls. You're at a customer's house finishing up a quote. Meanwhile, leads are coming in, messages are waiting, and your pipeline is going untouched. By the time you get back to the office, half those leads have already called someone else.

02

You miss leads because you didn't see the notification until you were back at the office

Speed of response is the biggest factor in whether a new lead converts. When someone fills out your form at 2pm and you reply at 6pm, your odds of closing that job drop dramatically. If you can't respond fast from anywhere, you're giving business away.

03

Collecting payment on-site means carrying a separate card reader or chasing invoices later

Your job is done, the customer is happy, and then you have to explain that they'll get an invoice in a few days. Or you pull out a card reader that needs to be paired, charged, and connected. Collecting payment at the moment of completion is simpler for everyone, and you get paid faster.


What you can do

Everything Mobile App lets you accomplish

01

Full conversations inbox on mobile

Every SMS, email, Facebook message, and Instagram DM flows into your mobile inbox. Read, reply, and manage every customer conversation from your phone with the same context you'd have at your desk.

02

Tap to Pay for in-person payments

Collect contactless card payments directly from your phone. No separate card reader, no extra hardware. Tap to Pay turns your phone into a payment terminal so you can close the job and collect immediately.

03

Contact management on the go

Search, view, and update contact records from anywhere. Add notes, apply tags, log activity, and review the full customer history while you're standing in front of them.

04

Pipeline moves from the field

Move deals through your pipeline, update stage, add notes, and change opportunity status without waiting to get back to a computer. The pipeline stays current in real time regardless of where you are.

05

Appointment calendar and booking notifications

See your full appointment schedule for the day and week. Get notified the moment a new booking comes in. Mark appointments complete from the app and trigger post-service workflows automatically.

06

Real-time push notifications for new leads and messages

The moment a new lead comes in, a customer replies, or an appointment is booked, your phone notifies you. Responding in under two minutes dramatically improves your conversion rate on inbound leads.

07

Call management from the app

Make and receive business calls through the app using your TraxionLab phone number. Keep your personal number private while staying accessible on business calls from any location.

08

Task management and follow-ups

See tasks assigned to you, mark them complete, and create new follow-up tasks on any contact or deal from the field. Your to-do list is always with you.

09

Role-aware home screen

The app home screen surfaces the information most relevant to your role: revenue and pipeline overview for owners, deal list and tasks for sales reps, daily schedule for field techs. Everyone sees what matters to them.


Why it matters

What changes when this is running

The first response wins

Studies consistently show that leads contacted within five minutes of submitting a form convert at dramatically higher rates than those contacted an hour later. When your entire business is in your pocket, you can be that fast every time, whether you're on a job, in your truck, or at lunch.

Get paid the moment the job is done

Tap to Pay means the payment conversation happens naturally at completion, not two days later via invoice. Customers are happiest the moment the job finishes. Collect then, and you eliminate the follow-up entirely.

No more losing track when you're away from the desk

Your business doesn't pause when you leave the office. Conversations keep coming in, appointments get booked, and deals need to move. The mobile app means none of that waits for you to sit down.


Common questions

Questions about Mobile App


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Mobile App is one part of the TraxionLab platform. Every plan includes all core features so you can see exactly how the whole system works together before you commit.