Manage business tasks with a dashboard, task tracker, and staff assignment tools. Schedule appointments and events, create digital contracts, and manage lead pipelines. Monitor workflows and event timelines.
Manage employee data and documents. View and update personal information. Access payment envelopes. Request and approve vacation time. Track team vacation schedules. Save passwords and use Touch ID for login. Replace temporary employees.
Approve requests, submit purchase orders, and comment on decisions. Set multi-tiered approval workflows. Integrate with Xero and QuickBooks Online for spend and revenue management. Track approvals and manage workflows remotely.
Send and receive messages across devices. Create and join groups for team collaboration. Share files and links securely. Set permissions for data access. Encrypt messages end-to-end. Manage contacts and chat history.
Capture and manage field data securely with real-time access and cloud storage. Input and track assets, generate reports, and collaborate across teams. Integrate with existing systems and receive expert support for data challenges.
Create digital forms to replace paper-based processes. Collect and manage data in real time. Generate reports instantly. Integrate with existing enterprise systems. Customize forms and workflows. Share and analyze data across teams.
Submit PTO and time-off requests, view balances, and track remaining days. Access payslips and invoices with full pay history. Submit expenses by uploading receipts or photos. Receive status updates on requests and payments.
Access board books and meeting materials instantly. Review, discuss, and collaborate on documents. Use streamlined voting, questionnaires, and signature approvals. Customize feature permissions for governance and security.