The app provides field access to scheduled appointments and customer information for ServSuite software users. It allows for signature capture, email notifications, work order and invoice distribution, and payment collection.
Manage customer interactions with in- messaging and service requests. Track job status and update notes. Schedule appointments and send invoices. Access real-time data on job progress and customer history.
View work schedule and check in to job sites with location tracking. Add notes, mark tasks as completed, and indicate job status. Call clients, view their location on a map, and add task details.
Manage fire protection systems with real-time monitoring and maintenance tracking. Schedule inspections, generate reports, and access detailed system information.
Manage horses, schedule client rides, and assign tasks to staff. Track competitions, manage client communications, and view a digital barn board on any TV. Access the from phone, tablet, or web.
Create detailed job quotes using custom labor rates, material costs, and workflow. Input project details to generate accurate estimates. Track job costs and compare pricing across projects. Export quotes and invoices in multiple formats.
Create professional , invoices, and receipts with custom branding and company logo. Build documents quickly using an intuitive builder. Add virtual signature pads for e-signing . Receive automatic notifications for updates and approvals.
Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
The app allows users to receive and manage jobs, update details, and communicate with their team in real-time. Despatchers can track user locations via GPS for job allocation.