Stay on Track – View - transaction updates and personalized timelines. Manage documents by uploading, viewing, and accessing property files. Complete tasks with a customized to-do list for home-buying steps.
View upcoming ECB hearings and HPD certification dates. Upload compliance photos directly in-. Search for open violations in your buildings. Check pending work orders. Obtain tenant signatures within the . Access all notes and documents from staff.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Manage patient records with cloud-based EMR features. View and update demographics, vitals, chief complaints, and medical history. Track appointments, manage refills, and handle lab results. Log exams, medications, and nurse notes.
Capture leads by scanning barcodes at expos or trade shows. Add notes and qualifiers during data entry. Edit lead information and securely transfer data to a lead tracking server for online access.
Manage documents and workflows with touchscreen gestures. Browse and access workflow tasks, view and navigate multi-page documents, and execute ad-hoc tasks. Add, view, edit, and delete notes. Search with custom queries. View, edit, and save e-forms.
View and update projects from the . Upload photos and daily logs to a company portal. Clock in and out, check timesheets, and download paycheck stubs. Add expenses to projects using AI. Access project documents and track progress.
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.