Manage leads, contracts, and work orders. Schedule jobs and create invoices. Track customers, vendors, and employees. Log items, equipment, and images. Generate routes and work maps for crews. Share and update information across teams.
Check loan application status, securely upload documents, and view a task list to complete the process. Sign documents digitally. View account details, statements, and schedule payments.
Order and manage services by placing requests for Smart Hands, Work Visits, shipments, and trouble tickets. Review and approve orders and shipments. Communicate with technicians. Clone, modify, or cancel orders. Generate reports on orders and users.
Track client sessions and capture data in real-time. Complete documentation offline. Use AI-powered note assistance to save time. Streamline workflows for efficient operations. Send receipts and manage client information securely.
Manage employee schedules with a dashboard for tracking , approving changes, and viewing work schedules. Employees can in and out, add sheet adjustments, and access their schedules on-the-go. GPS tracking is available during work hours.