Your whole office, on the job site with you
The CoastaFlow mobile app puts conversations, CRM, calendars, and payments in your pocket, so you can answer leads, check schedules, and send invoices from the truck, the field, or the closing table.
The Problem
Your business doesn’t stop when you leave your desk
Leads text while you’re on a roof. Schedule changes happen while you’re between appointments. If every answer requires a laptop back at the office, customers wait, deals cool, and your evenings fill up with the admin you couldn’t do during the day.
How it works
Install the app and sign in
Your team downloads the CoastaFlow mobile app and accesses the same data as the desktop platform.
Get notified the moment it matters
Push notifications for new leads, messages, bookings, and payments keep you responsive without staring at a screen.
Work the business from anywhere
Reply to conversations, look up customer history, check and adjust the calendar, and send estimates or invoices on the spot.
Stay in sync automatically
Everything done on mobile syncs with the office in real time, one system, no double entry.
What you get
Respond to leads in minutes, from anywhere
Push notifications plus the full inbox mean fast replies even mid-job.
Less evening admin
Quotes, invoices, and scheduling handled between jobs instead of after dinner.
Field and office on the same page
Everyone sees the same customer history, schedule, and job status in real time.
Get paid before you leave
Send the invoice and collect payment on site, right from your phone.
A typical workflow
- 1
On-site close
Walk the job → build and send the estimate from your phone → customer approves by text → schedule the work before you leave.
- 2
Between-job responsiveness
New lead notification → quick reply from the truck → booking link sent → appointment confirmed before the next stop.
- 3
Schedule change on the fly
Appointment cancels → calendar updated on mobile → waitlist customer offered the slot → day stays full.
Where it earns its keep
Home services
A pest control tech completes a treatment, invoices from the driveway, and books the quarterly follow-up before pulling away.
Real estate
An agent answers a hot listing inquiry from a showing and books the tour without touching a laptop.
Professional services
A mobile notary manages bookings, client messages, and payments entirely from the phone while on the road all day.
Related features
Frequently asked questions
Yes. Mobile access is part of the platform, your team uses the same account on desktop and mobile.
The core daily work, conversations, CRM lookup, calendars, estimates, invoices, and notifications, is fully available on mobile. Heavy setup work like building websites or complex automations is best on desktop.
Yes. The app is available for both major mobile platforms.
See Mobile App working on your leads.
Book a working demo and we'll walk through your pipelines, conversations, automations, and AI agents, configured around how your business actually operates.