Manage sales tasks with real-time data sync and customer information access. Log customer details and scan driver’s licenses to submit deals. Access recent conversations, leads, and respond promptly.
Schedule appointments with clients through a centralized platform. Businesses can describe services, set availability, and manage bookings. Clients can reserve spots independently across devices.
Manage projects with , time cards, notes, and safety checks. Create and send signed PDF . Log hours, add notes, and document inspections. Share photos and track site activities from mobile or tablet.
Create and send professional invoices with customizable templates. Track payments and send reminders. Manage client and company details in one place. Set recurring invoices and view payment history. Export data in various formats.
The app connects to Insight data for salon and spa businesses. Users can view schedules, book client appointments, and access company contact information remotely from an iOS device.