The app manages sales leads and customers for field sales technicians and managers. Users can add, delete, and view customer and lead information, including captured images and voice recordings up to 60 seconds.
The allows users to view and manage task lists with upcoming and completed tasks. It supports offline task completion and submission once connectivity is restored. Users receive notifications for deadlines and updates.
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Scan vehicle VINs with camera for quick identification. Browse and filter vehicle inventory. Create and manage work orders. Assign and track tasks. Authenticate users securely. Customize themes.
Estimates materials for installation including sheets, mud, tape, and screws. Calculates using imperial or metric units. Sends results via text or email.
Connect with experts or companies to handle tasks or errands. Describe your task via text, voice, or call. Input contact details. Select a helper based on reviews. Receive assistance with the requested service.
Create and manage records of auto maintenance and repair. Track service history, add notes, and set reminders. Share reports with service providers and view detailed logs. Sync across devices and export data in various formats.