Invoice 1034Paid
Marlowe Coffee Co.
- Invoice Total
- $4.8k
- Paid on
- 10/15/2026
- Creation Date
- 10/02/2026
Last opened: Oct 15Audit historyView receipt
Your CRM and billing, on iPhone and iPad.
A native app that opens the same workspace as the web, so you can send an invoice or log time wherever you are.
Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Request a demo- 01
- Native app for iPhone and iPad, with iPad in every orientation.
- 02
- Same workspace as the web app at app.workspace369.com.
- 03
- Send invoices and proposals, track time, and share payment links.
What is a CRM app for iPhone and iPad?
A CRM app for iPhone and iPad gives you your clients and billing on a phone or tablet. The Workspace369 app is native, runs on iPhone and on iPad in every orientation, and opens the same workspace as the web app at app.workspace369.com. It is available on the App Store.
Product reference
Reviewed October 21, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the Workspace369 documentationYour client work in your pocket.
The app's own screens, from its App Store listing. On iPad it works in every orientation.
- 01
Start the day on Home
Home shows the tasks due today, today's events and your upcoming reminders, with revenue, clients, expenses and invoices below. Change the period from 7 days to the year so far, or pick a custom range.
- 02
Open any client
A client page starts with a quick overview: open invoices, the amount outstanding, the next visit and active projects. Below it are the company, email and phone, where the client came from and your custom fields.
- 03
Check every project
The projects list shows each project's status, priority and tags, task progress, budget spent and when it is due. Search, sort and filter by status, or switch to the board.
Pick up where the phone left off.
Track an hour on site, bill it from the desk and send the client a link to pay. Each step works on the same record, on whichever device is in your hand.
Start a timer on your iPhone while you work, and stop it when you are done.
The entry is already in the web app, on the same timesheet.
Bill the time onto an invoice at your billable rate, from either device.
Share a payment link so the client can pay from their own device.
The app opens what your plan includes.
Invoices, payment links, time tracking, the calendar, the inbox and client records come with every plan. Sharing a receipt to Workspace369 to start an expense needs Specialist, where expense tracking and receipt capture start.
Compare plans- Invoices & proposalsEvery plan
- Time trackingEvery plan
- Receipt captureSpecialist and up
Read from the current plan comparison.
Mobile App questions
Which devices does the app run on?
The Workspace369 app is a native app for iPhone and iPad. On iPad it works in every orientation.
Is it the same workspace as the web app?
Yes. The app opens the same workspace as the web app at app.workspace369.com.
What can I do in the app?
You can send invoices and proposals, track time, see the calendar, use the inbox, open clients, and share payment links.
Can I scan receipts?
Yes. Share a receipt to Workspace369 from the share sheet. Expense tracking and receipt capture start at Specialist ($149).
Where do I download it?
Get Workspace369 from the App Store: https://apps.apple.com/us/app/workspace369/id6475013419
Recent updates
All release notes- AI lead scoring labels new requests hot, warm or coldWorkspace369 can now label new requests hot, warm or cold with a short reason, so you reply to the best leads first. Signing in on the web is faster too.
- Workflows get decisions, waits and drafts, and unsaved work is kept on your deviceAdd decision steps and waits to workflows, test before going live, edit live workflows through a draft, and recover work you were typing when the connection dropped.
Start your trial, then open it on your iPhone.
Start free and bring this workflow into the rest of your workspace.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See pricing