Create invoices and manage multiple warehouses with user access levels. Track inventory, set discount structures, and search products by multiple criteria. Manage price lists, handle on-sale and discontinued items, and use 8 custom fields.
Manage contracts, agreements, and obligations online
Manage contracts and agreements by viewing, editing, and creating documents. Track files and documents, approve tasks, and access company obligations. Sync with procurement and vendor records for lifecycle management.
Check balances, transfer funds, manage budgets, deposit
Check account balances and transaction history. Transfer funds between accounts. Manage budgets and set alerts. Deposit checks via photo. Pay bills and access statements. Manage debit card settings.
View and edit dbf files with structure analysis, statistics, and search capabilities. Upload files via web browser, apply filters, sort data, and set deletion marks. Edit fields by entering text, numbers, or dates.
Manage client data by adding contact details, addresses, phone numbers, and email addresses. Track session history and appointment notes. Create and store customized waivers for clients to sign.
Manage tools, equipment, and consumables by assigning them to employees and job sites. View tool details, documentation, and training materials. Schedule maintenance and track asset locations in real time.
Manage finances with real-time income and transaction tracking. Register quickly and activate keys remotely. Generate or use Advanced ES keys for secure payments. Access all accounts without visiting branches.
Record audio calls and conversations using a smartphone. Save recordings for later access. Manage stored files and delete unwanted ones. Cannot record new calls without an active subscription. Users must inform partners before recording.