View customer-specific pricing and company-wide availability. Create orders with real-time pricing. Add product groups to a shopping cart. Scan barcode labels. Contact branches for special orders. Map branch locations.
Check HSA, HRA, and FSA account balances and details in real time. View transaction history and account summaries. Log in with existing website credentials. Manage benefits securely with intuitive navigation and instant access to account information.
Access and materials from a central repository. Download approved content, view version history, and track usage. Share resources securely with team members. Ensure compliance with regulatory standards.
Manage call recordings and ensure compliance with CMS regulations for Medicare Advantage and Stand-Alone Prescription Drug Plans. Track recording status, access guidelines, and generate reports for audits.
Link to your & Supply account to view pricing, order status, and real-time product availability at your preferred branch. Access tools for managing orders and tracking inventory across multiple locations.
The app allows sales representatives to track and interact with customer account needs. It includes opportunities, activities, orders, and contact information.
Create and send invoices, estimates, and . Process payments securely. Manage product inventory. Build and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
The app captures lead details in real-time by scanning or typing badge IDs. Users can add notes, answer qualifiers, conduct surveys, rate leads, and schedule appointments directly on their iOS device.
Access product information and literature such as the Product Selection Guide and LED Conversion Guide. Search for specific items and navigate to detailed product details within catalogs.
Manage delivery routes and stops in real-time. Capture proof of delivery with digital signatures and photos. View delivery status and update schedules directly from the . Sync with inSitu for integrated operations.