📱 💻 Platform Availability: Available on both Desktop and Mobile
Article Content:
What Is Catch Up?
Catch Up is Rebolt's CRM action queue — think of it like Tinder for your CRM. It surfaces the things that need your attention (new leads, pending quotes, overdue invoices, upcoming jobs) as a swipeable card feed, so you can work through your to-do list quickly without digging through tabs.
Catch Up is available on both desktop and mobile.
How It Works
Each card represents an item that needs an action. You can:
Swipe right (or click a CTA) — take an action on the item
Swipe left — skip the item for now
Work through the queue at your own pace. Skipped items may resurface later.
Desktop
On desktop, Catch Up is organized into tabs across the top:
Leads
Quotes
Jobs
Invoices
Each tab shows a count of pending items. Cards display the client name, item details, and relevant context. Available CTAs depend on the item type — common actions include:
Mark as contacted
Create quote
Lost
Skip
Mark as paid
Create invoice
Mobile
On mobile, Catch Up shows a counter at the top ("X items left") and presents cards one at a time. Swipe through your queue or tap the action buttons overlaid on each card. Common actions available from the mobile card include:
Schedule appointment
Create a quote
Create invoice
Mark as paid
Lost and Contacted buttons appear at the bottom of each card.
FAQ
Where do I find Catch Up?
Catch Up appears in the main navigation on both the Rebolt desktop app and mobile app.Is Catch Up available on mobile?
Yes — Catch Up is available on both desktop and mobile.What kinds of items appear in Catch Up?
Leads, quotes, jobs, and invoices that have pending actions or need follow-up.What does swiping left do?
Swiping left skips the item. It will not be acted on and may resurface in your queue later.What does swiping right do?
Swiping right (or tapping a CTA button) takes an action on that item — such as creating a quote, marking a lead as contacted, or paying an invoice.Can I use Catch Up to manage my whole team's queue?
Catch Up shows items relevant to your account. Use it to stay on top of your own pipeline and follow-up tasks.