Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Track job attempts and service records with GPS location, date/time, and demographic data. Upload pictures to Organizer. Manage workflow, assignments, and customer relations through integrated system.
Manage service requests and assign tasks to remote technicians. Track job status in real time. Send instructions and receive updates via messaging. Log service history and generate reports. Share location data for accurate dispatch.
Checks by photographing them using a camera-enabled device. Access account information and manage transactions. Requires an existing account and connection to IncredibleBank servers.
