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Mobile & desktop apps

Your whole business — on your phone and your desktop.

The apps included with your account let you reply to customers, catch new leads, manage your calendar, take payments and scan business cards from your phone — and a desktop app for Windows, macOS and Linux gives you the same tools at your desk. It's all the same data as the web version, so answering a text from your truck updates the same contact record your office sees.

Watch the DemoSee Pricing

Included on every plan · unlimited users · iPhone, Android and desktop

Inbox

Dana W.SMS

Can you come Thursday?

Marcus T.Instagram

Do you do estimates?

Lena P.Webchat

What's your service area?

Ray H.Email

Sending the photos now

See the apps in action

A short walkthrough of the inbox, calendar, contacts and payments the way you'll actually use them day to day. Press play — nothing loads until you do.

App walkthrough — inbox, calendar, contacts, pipeline and payments.

Reply from anywhere

Your whole inbox, on your phone

Texts, emails, Facebook Messenger, Instagram DMs and webchat all land in the same threaded inbox on your phone — one conversation per customer, with their history attached. You can answer from a job site, a parking lot or the couch without wondering which app it came from.

  • SMS, email, Messenger, Instagram DMs and webchat in one inbox
  • One thread per customer, with their full history
  • Saved replies and templates for the questions you get daily
  • Conversation AI can draft or send replies while you're busy
  • Assign a conversation to a teammate and hand it off cleanly
Unified inbox

Inbox

Dana W.SMS

Can you come Thursday?

Marcus T.Instagram

Do you do estimates?

Lena P.Webchat

What's your service area?

Ray H.Email

Sending the photos now

Never miss a lead

Push notifications the second something happens

New form fill, new text, missed call — your phone buzzes right away instead of you finding out tomorrow. And when a call goes unanswered, missed-call text-back can reply on its own so the lead keeps talking to you instead of calling the next company on the list.

  • Push notifications for new leads, messages and missed calls
  • Missed-call text-back replies automatically
  • See the lead source before you answer
  • Notifications follow the assignment rules you set
Capture stage

Notifications

New lead · Website form

Marcus T. · 8:41pm

Missed call · (615) 555-0193

Text-back sent automatically

Sorry we missed you — how can we help?

Need a quote for gutter cleaning.

Manage your calendar on the go

See today, book tomorrow

Your booking calendars, appointments and team schedule are all in the app. Book someone while you're standing in front of them, move an appointment when a job runs long, and let automatic reminders keep the rest of the day from turning into no-shows.

  • See today's appointments and your whole team's schedule
  • Book or reschedule an appointment on the spot
  • Automatic text and email reminders go out for you
  • Syncs with the Google or Outlook calendar you already use
Calendars & booking

Today

8:30amConfirmed

Estimate · Dana W.

10:00amReminder sent

Install · Ray H.

1:15pmConfirmed

Consult · Lena P.

+ Book appointment

Get paid in person

Take the payment before you leave

Build an invoice on your phone, charge a card, or text a secure payment link and watch it clear while you're still on site. It beats mailing an invoice and waiting three weeks — and the payment attaches to the contact record automatically.

  • Send invoices and estimates from your phone
  • Take card payments in person or by Text-2-Pay link
  • Payments post to the contact record and your reports
  • Your own payment processor, your own merchant account

In-person tap-to-pay collection has device and payment-processor requirements, and standard processor fees apply.

Payments & invoicing

Collect payment

Invoice #1042 · Dana W.

Gutter cleaning + repair

$480.00

Charge card
Send Text-2-Pay link

Paid · card · 2:14pm

Scan a business card into a contact

A card in your hand becomes a lead in your CRM

Point your camera at a business card and the AI scanner reads the name, company, phone and email and creates the contact in seconds. Tag it, drop it into a follow-up workflow, and the person you just met gets a text before they forget who you are.

  • AI reads the card and fills the contact fields
  • Add tags so event leads stay grouped
  • Drop them straight into a follow-up workflow
  • No typing notes into your phone at a networking event
CRM & contacts

Card scanner

HARBOR ROOFING

Alicia Renner · Estimator

(615) 555-0117

New contact created

  • Name · Alicia Renner
  • Company · Harbor Roofing
  • Phone · (615) 555-0117
  • Tag · Event lead

Post while you're out

Schedule social posts from the same app

Snap the finished job, write a caption and schedule it to your social accounts from the planner in the app. The post you would have forgotten about by the time you got back to a laptop goes out on time instead.

  • Schedule and publish posts from your phone
  • Add photos you just took on the job
  • See what's queued for the week on one calendar
  • Same planner and queue as the web version
Social media planner

Social planner

New post

Finished a full gutter replacement in East Nashville today.

FacebookInstagramGoogle

Scheduled · Thu 9:00am

3 more posts queued this week

+ Schedule post

Prefer to work at your desk?

There's a desktop app too

A downloadable desktop app is available for Windows, macOS and Linux with the same core tools you use on the web — your inbox, calendar, contacts and pipeline in a dedicated window instead of one more browser tab. Same login, same live data.

  • Available for Windows, macOS and Linux
  • The same inbox, calendar, contacts and pipeline
  • A dedicated window instead of a lost browser tab
  • Same login and the same live data as web and mobile
All features
Pinnacle Ai — Desktop

Inbox

6 unread

Calendar

4 today

Pipeline

$18,400 open

Dana W.Can you come Thursday?
Marcus T.Do you do estimates?
Lena P.What's your service area?
“Great service, he definitely know how to make your business run smoother”
Nathan Stadler

Mobile & desktop app questions

What the apps do, who can use them, and what they cost. (Nothing extra.)

Yes. The mobile app comes with your account on every plan — Core at $297/mo, Growth at $397/mo and Pro at $497/mo. There is no separate app fee and no per-seat charge for using it.

Yes. A desktop app is available for Windows, macOS and Linux, with the same core tools as the web and mobile apps — your inbox, calendar, contacts and pipelines, on the same live data.

Both. You can sign in from an iPhone or an Android phone with the same login you use on the web, and your inbox, calendar, contacts and pipelines are the same data — not a separate copy.

Yes. You can send an invoice or a Text-2-Pay link from your phone and take a card payment on the spot. Tap-to-pay style in-person collection depends on your device and your connected payment processor, so there are hardware and processor requirements — and standard processor fees still apply.

Yes. Every plan includes unlimited users, so your techs, front desk and sales people can all have the app at no extra cost. What each person can see and do follows the permissions you set on their user.

Yes. Push notifications fire for new leads, new messages and missed calls, so you can answer from wherever you are. Missed-call text-back can also reply automatically the second a call goes unanswered.

Yes. Point your camera at a business card and the AI scanner reads it and creates a contact in seconds, so a card you picked up at an event is in your CRM before you leave the parking lot.

See it running before you commit.

Watch the demo to see the inbox, calendar and payments in one place — then pick the plan that fits. Every plan includes the app for your whole team.

Watch the DemoSee Pricing
Watch the Demo