Mobile App

Enable Tap to Pay on iPhone and Android in the HighLevel mobile app for merchants using Authorize.net and NMI. No extra hardware. Card-present, contactless, fast. Who needs this: Field sales and service teams Retail, pop-up, events, and on-site visits Agencies that standardize on Authorize.net or NMI Current workaround: External reader hardware, higher friction and cost. Manual card entry in the app, slower and higher risk of declines. Proposal: Ship Tap to Pay support tied to existing Authorize.net and NMI connections. Let users accept contactless payments in the HighLevel mobile app with NFC on iPhone and Android. MVP requirements: Works with existing Authorize.net and NMI accounts iPhone and Android support Contactless credit and debit, Apple Pay, Google Pay Sale, tip, refund, void Digital receipts via SMS or email Save card to vault for future invoices and subscriptions Taxes, service charges, and location-based settings Basic reporting in Transactions and Opportunities Roles and permissions for staff devices Surcharging or cash discount rules by location Nice to have, Phase 2: Partial authorizations and split payments Offline queue with auto-capture when online QR pay fallback Admin and UX notes: Gateway mapping by location and user Simple flow: New charge, amount and tip, Tap to Pay, receipt, add to contact Clear error states and retry, with audit log Exportable payout and fee summaries Compliance and security: EMV contactless support PCI scope aligned with Tap to Pay requirements Tokenization and gateway vault Strong device attestation and per-device enablement Business impact: Faster checkout, higher close rate in the field Fewer hardware costs. Typical readers cost 60 to 200 per unit, plus replacements Cleaner reporting, since payments stay in the same gateway and CRM Urgency: Contactless is now the default for many buyers. This removes a key blocker for in-person sales without forcing a gateway change. Success metrics: Tap to Pay adoption rate by location Time to charge, tap-to-receipt under 30 seconds Increase in card-present volume and tips Reduction in reader hardware tickets and costs

Some Features: : 1- Enable sending SMS via the SIM card for two-way communication. 2- Allow making calls, recording calls , and utilizing every function available in the system on SIM card calls 3- When a lead calls me, the app should display details such as the last action, comments, or a custom fields. Many CRM companies have this feature, and implementing it will significantly enhance our mobile app, specially Twilio doesn't cover all countries.

Service V2 appointments cannot be edited, duplicated or deleted from the HighLevel mobile app. This is a critical limitation for clinics and service based businesses that work primarily from mobile. Rescheduling, quick fixes, cancellations and duplicates are daily tasks. Without mobile access to these actions, teams get frustrated and many users are forced to switch back to Meetings despite preferring Services V2. Request Please allow users to edit, duplicate and delete Service V2 appointments directly from the mobile app. This would massively improve real world adoption of Services V2.

Currently, you set a filter on mobile; if you leave and come back, the filter is reset. user should be able to set preferences to only show open opportunities or sort by most recent without having to do that every time the app is re-opened

Hi HighLevel team & community, I’m posting this because we hit a major workflow-breaking limitation in the GoHighLevel mobile app, and it’s impacting real field sales operations. ✅ What’s happening (reproducible issue) When a user (sales rep) creates a Task inside a Contact record from the Mobile App, the task is successfully created and visible: ✅ It appears under the Contact record → Tasks tab ✅ It is assigned properly (e.g., to user “XYZ”) ✅ It has status Open/Pending ✅ It’s created inside the correct Location However: ❌ The task does NOT appear in the global Tasks list / Tasks Dashboard on Desktop Even when filtering by: Location Assigned user Status = All So the task exists at the contact level, but is not indexed/synced into the global Tasks system used for daily management. Support response Customer Support informed us that: “Tasks created from mobile app will not show up in the dashboard as the mobile app doesn't have the feature to show up custom dashboard.” Why this is a BIG problem This is not just a small limitation — it breaks the product use case for field sales. For salespeople who are out in the street: They create tasks after a visit or call They need those tasks to appear in their daily task list They need to work from the Task list, not manually open each contact to check tasks one by one If mobile-created tasks never appear in the task dashboard/global list: ✅ tasks exist ❌ but reps can’t operationally use them In practice, this makes task management from mobile useless for outside sales teams. Expected behavior A Task created in the mobile app should behave exactly like a normal task: appear in the global Tasks list (desktop) appear in “My Tasks” views be filterable and trackable be visible for field reps as their daily work queue Business impact We’re implementing HighLevel for businesses with: outside sales reps store visits route-based sales teams B2B reps in the field Right now, reps can create tasks — but they can’t manage them, which creates: missed follow-ups broken accountability teams abandoning tasks entirely clients saying “this doesn’t work” Request to HighLevel (feature/bug fix) Please address this as a high priority product fix: ✅ Ensure tasks created in mobile are fully synced/indexed into the global Tasks system ✅ Make mobile-created tasks appear in desktop task dashboard/task list ✅ If needed, add a backend process to “convert” mobile contact-tasks into standard user tasks Workaround? If anyone has a solid workaround (automation/workflow/API hook) that correctly indexes mobile tasks into global tasks, please share. But realistically, this needs to be solved at platform level — tasks created on mobile must be first-class tasks. Thanks — hoping this gets escalated because it’s blocking real-world sales execution.

With the update of the application to version “3.106.4-patch.2”, it is no longer possible to access the contact screen through the opportunity card. In the previous version, within the opportunity card, there was a contact at the top, and by clicking on it, we were redirected to the contact screen. In this new version, we need to leave the opportunity screen and go to the contacts screen to access the contact, or go to the conversation screen and then click on the contact. I suggest creating a link in the opportunity card that redirects to the contact, since the contact option already exists there, but it is not currently clickable

It's very difficult to compete in the service industry with 1000's of solopreneurs who use their phones as their primary POS NOT a desktop. Mobile app is the way most service provider book appointments. Currently you can book the appointment however you can not edit OR reschedule the service appointment in the app. Its extremely frustrating and I can not onbaord solopreneurs without this feature. Please Please fix it. From a user perspective this is an absolute must to control your appointments from your phone.

Ability to see dashboard on Mobile App to quickly check company stats.

Many our clients will not call over twillio numbers, they will make a call with own mobilephone number! That were great when it is possible that they can click on phone symbol and can choose with own number or with twillio setting.