The app provides access to business documents from anywhere, including within select business applications. It allows users to securely store and share files with clients and partners, and upload photos.
Manage inspections with customizable checklists, capture and annotate photos, and record notes. Track inspection status, generate reports, and sync data with a central database. Share findings and receive real-time feedback from supervisors.
Manage field tickets for single or multi-day jobs. Complete digital forms and attach job documents like receipts. Sync data with the back office to generate accurate quotes, tickets, and invoices using a shared price book.
Manage service business operations with task scheduling, job tracking, and real-time data access. Customers can view job status, submit requests, and receive automated updates.
Manage sales operations from offer creation to invoicing. Automate scheduling for service and field workers. Generate orders and track recommendations. Monitor sales planning and execution processes. Sync data across cloud-based platform.