Invoices and proposals
Create and send invoices and proposals from your phone or tablet.
Mobile App
A CRM and billing app for iPhone and iPad
Workspace369 has a native app for iPhone and iPad. It opens the same workspace as the web app, so you can send an invoice or log time wherever you are.
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- Native app for iPhone and iPad, with iPad in every orientation.
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- Same workspace as the web app at app.workspace369.com.
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- Send invoices and proposals, track time, and share payment links.
CRM app for iPhone
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 12, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the Workspace369 documentationWhat it covers
Your client work in your pocket.
The app works on the same data as the web app, so nothing needs to be synced by hand.
Track time
Start a timer or add a time entry while you work.
Calendar
See your calendar and what is coming up for the day.
Inbox and clients
Read the inbox and open any client record from the same app.
Payment links
Send a payment link so a client can pay an invoice from their own device.
Scan receipts from the share sheet
Share a receipt to Workspace369 to start an expense. Expense tracking and receipt capture start at Specialist.
Built into the operating flow
Pick up where the desktop left off.
The app connects to the same clients, invoices, proposals, time, calendar, and inbox as the web workspace.
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Install from the App Store
Download Workspace369 on iPhone or iPad and sign in with your account.
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Open your workspace
You see the same workspace you use at app.workspace369.com.
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Do the quick work
Send an invoice, log time, check the calendar, or answer the inbox.
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Finish at the desk
Everything you did is already in the web app when you sit down.
Inside Workspace369
See what you can do from the app.
Follow the record through the views teams use to act, review progress, and keep the next step clear.Product view 01
Native app for iPhone and iPad, with iPad in every orientation.
Workspace369 has a native app for iPhone and iPad. It opens the same workspace as the web app, so you can send an invoice or log time wherever you are.
Product view 02
Same workspace as the web app at app.workspace369.com.
The app connects to the same clients, invoices, proposals, time, calendar, and inbox as the web workspace.
1Record updatedContext stays attached to the work.Now
2Team follow-upContext stays attached to the work.3m
3Client notifiedContext stays attached to the work.4m
Product view 03
Send invoices and proposals, track time, and share payment links.
One workspace on web, iPhone, and iPad.
1TriggerClient activityAutomated
2ConditionMatch the right recordChecked
3ActionContinue the workflowNext
Examples
Mobile flows teams repeat.
These examples show how the app fits into a working day. They are product workflows, not promised business outcomes.
Invoice from the Job Site
- 1Finish the work for a client
- 2Create the invoice on your phone
- 3Send the invoice with a payment link
- 4See the status on the web app later
Receipt to Expense
- 1Open a receipt on your phone
- 2Share it to Workspace369 from the share sheet
- 3Review the scanned expense
- 4Attach it to the client or project
Common operating scenarios
Use the app for freelance and agency work.
These examples describe how the feature fits into connected client work. They are product workflows, not promised business outcomes.
Bill between meetings
Send an invoice or a proposal, and share a payment link, without waiting to get back to a computer.
Track time as you go
Start a timer or add an entry from your phone, and it appears in the web app straight away.
Stay on top of clients
Check the calendar, read the inbox, and open any client record from the app.
Where it connects
One record can carry the work forward.
The app connects to the same clients, invoices, proposals, time, calendar, and inbox as the web workspace.
Common questions
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
Work from one connected system
Download the app and open your workspace.
Start free and bring this workflow into the rest of your workspace.