Manage work orders, customers, contacts, locations, tasks, and products directly from a device. Create and assign tasks, track service progress, generate invoices, and update customer information in real time.
Manage patient records with integrated treatment planning and history. Add notes and update conditions with single-click actions. Schedule appointments and access cloud-based data across devices.
Receive real-time push notifications for instant communication. Reply to SMS via a shared team inbox. Send individual or mass messages to contacts. Assign conversations to teammates. View customer details and start texting instantly.
AMERICAN PLATINUM PROPERTY AND CASUALTY INSURANCE COMPANY
Access policy, make payments, track claims, find
Access policy documents through a centralized dashboard. Make payments via a secure payment system. File and track claims using an easy form with dropdown menus. Locate nearby agents and manage policy details directly.
Easily manage connected assets by searching within deals. View asset details, track status, and access service records. Receive notifications for asset events and updates. Sync with dealer services portal for real-time data.