Create and manage homeowner strategies (TCAs) directly from opportunities or scratch. Track borrower needs and opportunities in real-time. Equip teams with coaching tools and performance insights.
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
Manage rental and dispatch tasks with touch-enabled features. Dial customers, take photos, capture signatures, and view rental details. Track delivery routes, record metered hours and fuel levels, and complete check-in/check-out processes.
Conduct pre-move surveys with multi-modal data collection. Capture access photos and articles. Enter inventory using standard cubesheet templates in any language. Allow customers to sign digitally. Email completed surveys to the office.
Tracks time, calculates value, summarizes projects, manages clients, syncs with desktop version.
The app tracks time spent on projects. The app calculates monetary value based on hourly rates and provides detailed project summaries with time and money totals.
The app tracks daily hours against standard hours to calculate surplus hours. Users can define activities, set up working days using templates, and track vacation allowance and overtime payments.
Manage work orders for agriculture applicators and delivery drivers. Track batches, blend quantities, and compliance details. Record and view notes. Update and access real-time data from the .