Upload documents via phone camera, receive updates and view history. Learn detailed steps, request event rescheduling, and calendar appointments. Update personal information in the system.
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Manage customer data by adding or updating contacts, creating new records, or closing deals. Access up-to-date information for meetings. Integrate with Dynamics 365 and Power Platform for seamless workflow.
View policy details, manage vehicles and drivers, generate Auto ID cards, issue Certificates of Insurance, report claims, request policy changes, and submit questions.
Stay on Track – View - transaction updates and personalized timelines. Manage documents by uploading, viewing, and accessing property files. Complete tasks with a customized to-do list for home-buying steps.
Manage online accounts with round-the-clock access. View documents, check company news, and track record-related activities. Navigate through features for real-time updates and document management.
Manage enterprise security systems remotely by opening, pulsing, locking down doors, buildings, and the entire system. View system, controller, input, and output statuses. See a list of people in the system and receive real-time updates.
Manage operations with real-time front desk and occupancy tracking. Monitor room statuses and assign housekeeping tasks. Handle reservations and generate reports. Track case and account statuses. Access sheet lists and receive notifications.
Place orders, track shipments, access account info
Manage electrical orders with real-time updates and account access. Place or request quotes, view order status, and receive notifications. Access invoices, statements, and transaction history.