Create and send invoices, estimates, and orders. Process payments securely. Manage product inventory. Design and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Create and send invoices, estimates, and . Process payments securely. Manage product inventory. Build and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Manage delivery routes and stops in real-time. Capture proof of delivery with digital signatures and photos. View delivery status and update schedules directly from the . Sync with inSitu for integrated operations.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Manage activities with task tracking, call logging, and van route planning. Sync field data with accounting systems like QuickBooks and SAP Business One. Conduct in-store audits and merchandising checks.
Approve requests, submit purchase orders, and comment on decisions. Set multi-tiered approval workflows. Integrate with Xero and QuickBooks Online for spend and revenue management. Track approvals and manage workflows remotely.
Track inventory in real time and receive instant notifications. Manage staff and add team members to the store. Access offline support and sync data when connected. Set low stock alerts for sellers. Send unpaid reminders and monitor restock needs.
Track business expenses with automatic recording of purchases. View real-time budget insights and set spending limits. Generate reports and export data for accounting. Manage corporate cards and monitor transactions. Set alerts for overspending.
Track products through their entire lifecycle. View available stock, sold items, and pending shipments. Monitor sales and profits. Create orders and process payments within the . Sync data across devices.