Manage customer information and update profiles. Accept new lead opportunities and track progress. Access details about partner programs and streamline workflow tasks.
The app allows users to create and approve purchase orders online from anywhere. It provides 24/7 view options with various report possibilities and instant messages when purchase orders are approved.
Access work items by creating, editing, and deleting them. Add comments and attachments. Manage team boards and sprints. Control pipelines by canceling or rerunning them. Log in with Microsoft or a Personal Access Token.
Technicians can view assigned jobs by date or calendar. Access full job details including , client information, address, and time slot. Confirm diagnostics with a client signature on the device. Submit diagnostic results, parts, and labor costs.
The app offers instant access to files, notifications, and tasks from Ideagen Collaboration Portal workspaces. It enables offline review, commenting, and approval of documents and tasks, even without an internet connection.
