The app connects to the LeadPerfection CRM database for sales representatives. Users can view upcoming appointments, enter appointment results, and view personal sales statistics.
Create and send professional invoices and estimates with customizable templates. Add logos, colors, and signatures. Track receipts and manage billing. Set payment terms and send reminders. Export documents in various formats.
Manage fonts with a wide selection of popular typefaces. fonts directly from the . Quickly download and use fonts on iOS 13+. Access previews and options within the . Submit feedback through the 's built-in contact feature.
Manage projects and track expenses with unlimited project support and price lock. Access features via phone, tablet, or computer. Set up instantly and use free training. Receive a 100-day money-back guarantee.
Measure rooms, doors, windows, countertops, cabinets, tubs, and showers to create accurate plans. Calculate area and dimensions automatically. Generate project estimates and export plans for collaboration.
Manage work orders, track inspections, and update statuses in real-time. Communicate with managers and team members through a central platform. Earn badges and coins to gamify task completion and boost team motivation.
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Manage maintenance tasks by booking repair or install . View real-time technician locations. Schedule and manage appointments. Access membership benefits for discounts. Track progress of projects. Receive updates on service status.
Manage access control systems and building security solutions. View product manuals, data sheets, and application notes. Access installation videos and news updates. Track rewards and submit installation reports.
Control home devices using , which connects Apple HomeKit to non-HomeKit devices like TVs, lights, and game consoles. Manage scenes, automate routines, and monitor device status through the .