Using Yesoma from your phone
Run your whole desk from a phone browser — add to home screen, the mobile inbox, voice reply, WhatsApp click-to-reply, push + tab badge, and what's easier on a bigger screen.
Most people who run a service business live on their phone, between clients, on a job site, behind the chair. Yesoma is built to be worked from a phone browser, not just a desk. This guide covers what works well on mobile, how to get notified, and the few things that are easier on a bigger screen.
Open it like an app
Yesoma runs in your phone's browser, no app store needed. Open it once, sign in, and add it to your home screen (Share, then "Add to Home Screen" on iPhone; the menu, then "Add to Home screen" on Android). After that it opens full-screen like any app.
What works great on mobile
- The inbox. Read messages, see the AI suggested reply, edit it, and send, all one-handed.
- Voice reply. Tap the microphone, speak your answer, and Yesoma polishes it into a clean message. Faster than typing on a phone. See Voice reply and language translation.
- WhatsApp click-to-reply. Tap to jump straight into WhatsApp with your reply ready to send. See WhatsApp click-to-reply.
- Quick actions. Mark won or lost, set a follow-up, and send a review request from the inbox preview.
Getting notified on the go
So you do not have to keep checking:
- Web push sends a notification to your phone even when Yesoma is closed. Grant notification permission when prompted (or in your phone's settings for your browser).
- The browser tab badge shows an unread count when the tab is in the background.
- Optional email alerts are in Settings, Notifications.
Full setup: Get notified about new messages.
Better on a bigger screen
A few things are simply roomier on a tablet or laptop:
- Building a detailed multi-line quote.
- Filling out your Business Brain for the first time (lots of typing).
- Reviewing the Insights and Performance dashboards.
You can do all of these on a phone, but if you have a laptop handy, the initial setup goes faster there. Day to day, the phone is plenty.
See also
More in Getting started
- Beginner2 min
What is Yesoma?
Yesoma in plain English — the AI customer desk for service businesses, and what it does that an inbox doesn't.
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Quickstart: set up your workspace
Sign up, finish onboarding, and get to a working dashboard in under five minutes.
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What the onboarding playbook does
The industry + business-model picker on day 1 seeds your workspace with services, policies, FAQs, reply templates, and a tone tuned to how businesses like yours actually operate. Here's what gets created + how to re-pick later.
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Bulk import from a spreadsheet
Move customers, services, policies, FAQs, and reply templates into Yesoma in one pass — paste or upload a CSV.
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Setting up Yesoma for a barber shop
The barber-shop playbook seeds cuts, fades, beard work, and walk-in-friendly policies. Here's what you get and how to make it fit your shop.
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Setting up Yesoma for a nail salon
The nail-salon playbook seeds manicures, gels, acrylics, pedicures, and the deposit + chip-fix policies that protect long chair-time services.
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Setting up Yesoma for a lash or brow studio
The lash + brow playbook seeds full sets, fills, lamination, and the deposit + retention policies built for appointment-only studios.
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Setting up Yesoma for a plumbing business
The plumbing playbook seeds emergency + scheduled service flows, diagnostic-fee pricing, license + warranty messaging, and calm-under-pressure templates.
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Setting up Yesoma for an electrical business
The electrical playbook seeds diagnostic + install services, permit + warranty language, and deposit rules for panel + EV + generator jobs.
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Setting up Yesoma for a catering business
The catering playbook seeds per-head pricing, deposit + payment schedules, dietary handling, and the three qualifying questions every quote needs.
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Setting up Yesoma for a massage therapy business
The massage-therapy playbook seeds session types, package upsells, intake + medical disclosure, and the calm reassuring tone wellness customers expect.
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Setting up Yesoma for a portrait photography business
The portrait-photography playbook seeds family, newborn, headshot, and brand sessions — with 50/50 deposit schedule and gallery-delivery messaging baked in.
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Setting up Yesoma for an auto repair shop
The auto-repair playbook seeds diagnostic-fee + repair pricing, parts + labor warranty messaging, and the honest-and-transparent template tone that builds shop trust.
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Setting up Yesoma for a handyman business
The handyman playbook seeds the 1-hour minimum + hourly pricing model and the scope-of-work boundaries (what handyman is and is not) baked into your templates.
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Setting up Yesoma for a landscaping business
The landscaping playbook seeds recurring lawn care + one-time cleanups, seasonal service reminders as a retention engine, and walk-through-then-quote workflows.
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Setting up Yesoma for a bakery
The bakery playbook seeds custom cake + cupcake + dessert-table pricing, lead-time and allergen policies, and the design-change lock that protects production.
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Setting up Yesoma for a tutoring business
The tutoring playbook seeds single + package session pricing, the free-consult activation play, and session-summary templates that keep parents bought-in.
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Setting up Yesoma for a therapy private practice
The therapy playbook covers Yesoma's practice-management layer (intake, scheduling, billing, no-show fees) and the HIPAA-aware boundaries that keep clinical content in your EHR, not in email.
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Setting up Yesoma for a moving company
The moving playbook seeds local + long-distance pricing, the in-home/virtual estimate workflow, insurance + license messaging, and peak-season booking nudges.
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Setting up Yesoma for a DJ or entertainment business
The DJ playbook seeds wedding + corporate + private party packages, the date-locking retainer workflow, and the pre-event planning meeting template that earns reviews.
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Setting up Yesoma for a pet grooming business
The pet-grooming playbook seeds size-based pricing, temperament + vaccination intake, and the 6-week repeat-booking nudge that drives recurring revenue.
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Setting up Yesoma for a dental practice
The dental playbook covers Yesoma's practice-management layer (scheduling, insurance verification, 6-month recall, treatment-plan follow-up) and the HIPAA-aware boundaries that keep clinical content in your dental software.
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Setting up Yesoma for a wellness coach business
The wellness-coach playbook seeds discovery calls + session packages, scope-of-practice messaging (not a therapist, not an RD), and session-summary templates that drive retention.
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Setting up Yesoma for a restaurant
The restaurant playbook handles the inquiries your POS doesn't — private events, catering, complaints, gift cards — with service-recovery templates that protect reviews.
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Setting up Yesoma for a hotel or guesthouse
The hotel playbook handles direct booking inquiries, group blocks, event venues, and pre-arrival concierge — the relationship layer OTAs can't match.
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Setting up Yesoma for a training center
The training-center playbook seeds cohort enrollment, free intro classes as activation, waitlist management, and graduation review requests that drive referrals.
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Setting up Yesoma for a construction business
The construction playbook seeds consult-then-quote workflow, milestone payment + lien waiver patterns, change order process, and the 7-day post-completion review delay.
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Setting up Yesoma for a travel agency or tour operator
The travel playbook seeds custom trip planning, group tours, visa assistance, and the 50/50 deposit + pre-departure brief workflow that builds repeat-traveler trust.
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Setting up Yesoma for a fashion designer or seamstress
The fashion playbook covers bespoke + alterations + ready-to-wear, the multi-fitting deposit schedule, fabric responsibility, and tactful Pinterest-copy policy.
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Setting up Yesoma for a specialty retail store
Lighting, furniture, jewelry, appliance, electronics. Inquiry handling on top of your POS — stock checks, custom orders, delivery + install, trade accounts, returns + warranty.
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I was referred to Yesoma — what now?
Landed on a referral link? What Yesoma is, the free trial you get, no credit card needed to start, and how to set up in a few minutes.
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Day-0 checklist: your first 60 minutes
The eight setup actions, in order, that get you fully live in about an hour — onboarding, Business Brain, channels, follow-ups, branding, notifications, team.
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Is my customer data safe?
Plain-English answer: your data is encrypted, isolated per workspace, owned by you (export or delete anytime), never sold, and Yesoma staff can't open your workspace unless you allow it.
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When to use Yesoma vs ChatGPT + Gmail
An honest comparison: when the DIY combo is enough, and where it starts costing you bookings (every channel, business memory, follow-ups, team, quotes).
Read guide
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