Schedule inspections, manage appointments, and generate reports. Track performance metrics and expenses. Collaborate with team members and clients through messaging. Automate data entry and document storage. Export reports in multiple formats.
The app allows sales representatives to track and interact with customer account needs. It includes opportunities, activities, orders, and contact information.
The app creates digital documents for gas and heating work, including safety certificates, invoices, and quotes. It offers automated reminders for repeat business and integrates with accounting software for compliance.
