View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.
Manage customer relationships with CRM tools. Schedule and track jobs. Log time and monitor assets. Conduct onsite inspections with customizable decision trees. Generate reports. Track leads and assess risks.
Manage sales processes by assigning closers to sets and tracking appointments and calendars. Merge proposal creation with CRM and proposal software for collaboration. Monitor rep activity and home disposition.
Manage field tickets with creation and status updates. Perform gauge calculations and collect measurement data. Document billable activities and capture signatures. Store and retrieve data offline in areas without cellular service.
