Servicing and customer management application for field access.
The app provides field access to scheduled appointments and customer information for ServSuite software users. It allows for signature capture, email notifications, and payment collection.
Create custom apps from spreadsheets for team use, even offline. Edit and view data directly in Excel or Google Sheets. Automate workflows without coding. Share and collaborate in real time. Sync data across devices. Export reports and track changes.
Track order and delivery status in real-time. View order details including quantity and progress. Access order insights and check truck schedules on a map. Receive updates 24/7 without contacting the dispatch office.
Create invoices and manage multiple warehouses with user access levels. Track inventory, set discount structures, and search products by multiple criteria. Manage price lists, handle on-sale and discontinued items, and use 8 custom fields.
Create estimates on-site and generate proposals. Map trees using GPS-based tools both on-site and at home. Schedule work orders and manage projects. Integrate with GIS software for spatial data analysis. Track inventory and client information.
The app provides over 100 electronic business forms, including invoices and work orders. Forms support various controls, auto-calculations, signature capture, and drawing panels.
The app allows inspection teams to perform inspections using iPhones. It protects against liability with unlimited photos and notes, and manages teams with centralized scheduling and security.
Manage product development and production processes
Track product development and production processes. Manage sales orders and work orders. Monitor inventories and customer service requests. Collaborate with teams and streamline operational workflows.
Manage assets and maintenance tasks offline with real-time sensor data access. Review work orders, track progress, and monitor equipment health through a centralized dashboard. Receive AI-powered failure alerts and optimize maintenance planning.
Create and send invoices, receipts, estimates, purchase orders, and payment requests. Track expenses and link them to receipts and invoices. Manage payments received and associate them with documents.
Create and manage lists for goods or services. Add client-specific pricing and generate orders based on the . Track client information and reference pricing during transactions.
Manage time cards, earnings, and commissions. Track work orders, estimates, invoices, and jobs. Access inventory, promotions, and a customizable dashboard. View customer information and manage pricebooks. Sync data across teams for real-time updates.
Create and manage invoices, track products and customers, and back up data daily. Access inventory across multiple warehouses. Set user permissions for different roles. Conduct sales offline with no internet connection. Sync data across devices.
Log business activities automatically through calls, emails, geolocated visits, video calls, and WhatsApp messages. Track leads, manage pipelines, and set reminders. View reports and sync data across devices.
The app provides access to account data online and offline. Users can manage customers, contacts, and sales orders, while also reviewing analytics and completing surveys.
Fill out quickly with customizable templates for work orders, inspections, and audits. Access anytime and personalize them using Form Builder widgets. Generate professional reports and share them in real-time.