Clock in to track attendance and assign timesheets to projects and locations. Request holidays, medical, and personal leaves, with notifications upon manager approval. Manage team absences and receive updates on leave status.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Access real-time sales metrics including total merchants, portfolio processing volume, and upcoming appointments. View detailed payroll reports and residual history. Manage appointments and track performance data directly from the field.
Create and submit solar surveys for residential projects. Upload site details, capture images, and generate reports. Share surveys with team members and track project status in real time.
Send appreciation messages via email or text without requiring an address. Browse curated product categories or search the catalog for gifts. Track campaigns and manage recipient preferences.
Manage sales leads with instant response features and automated follow-ups. Track pipeline progress with customizable dashboards. Set reminders for follow-ups and sync contacts across devices. View deal stages and update statuses in real time.
Track sales goals and manage pipelines with built-in CRM tools. Create incentive programs for teams. Log key metrics and monitor progress. Share updates and collaborate with team members in real time.