Monitor vehicle locations, driver status, and asset movements in real time. View fuel levels, maintenance alerts, and route details. Send messages to drivers, assign tasks, and generate reports directly from the .
Access vehicle information via VIN scan to check status and location. View digital runlists for locations. Use valuation tools to determine fair pricing. Receive recommended vehicles based on buying history.
Manage healthcare benefit accounts with real-time balance and transaction tracking. Fund HSAs from checking or savings accounts. View email alerts and contact administrators via email or phone.
Stay secure and connected with unified onboarding and access to services like People, Notifications, and Home. View device details, IT messages, and compliance status. Manage mobile device and settings remotely.
Place orders and track real-time order status. View account details and download service documents. Submit service requests and monitor progress. Requires authorised user account with approved KYC.
Manage Central account remotely. Track orders, inventory, and sales performance. Analyze product-level sales data and store traffic trends. Scan barcodes and use visual search to find profitable products.
Manage dental benefits by accessing coverage details and claims. Find and book dentist appointments with reviews. Get personalized procedure estimates and view ID card information securely.
Track status with real-time location updates and estimated windows. View inbound items and access online invoices. Check recent order history. Supports French language for Canadian users. Log in using your credentials.
Manage leads by filtering and tracking potential customers. Connect with prospects through direct messaging. Set reminders for follow-ups. Export contact details and activity logs. Sync data across devices.
Check schedules and send text or email alerts to staff. members can swap, pick up, or release shifts with one click. Schedules and roster update automatically with manager-approved changes.
Manage customer cases with case lists and details, including priority settings, re-assignment, and case closure. View dashboards for customer journey insights and use dashboard cards for detailed data. Contact customers via call or email.
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.