The app provides users with quick access to portfolio balances and account summaries. It features dashboards with breakdowns and visual graphs, allowing users to track account performance against the market.
Access work orders, submit estimates, complete tasks
Access and manage work orders from the field. Submit and approve estimates in real time. Track location and receive auto-assigned tasks. Sync with an integrated calendar for scheduling and updates.
Access milk component and quality results with individual load data, daily summaries, and monthly averages. View production dashboards. Set up alerts. Receive payment statements and member news updates.
