Create walk-in appointments by entering first and last name or importing from CSV/XLSX. Scan VIN, mileage, and license plate using the camera. Select advisors from a numbered picker. Edit arrival time and notes.
Check balances and account details for HSA, HRA, FSA, and Transit health benefits. View transaction history and account summaries. Receive alerts for account activity. Access account information securely using existing website credentials.
Manage sales and inventory with real-time tracking and transaction history. Process payments offline and sync data once connected. Generate reports and manage multiple locations. Customize receipt templates and set up employee roles.
Record sales, manage inventory, launch online stores,
Record sales with quick checkout and transaction tracking. Manage inventory levels and set up staff roles for access control. Create and manage an online store. Print receipts using the Tab + printer. Sync data across mobile and web platforms.
