Capture field service by adding new contacts and categorizing them as Cold, Warm, or Hot. Select service types like Pest or HVAC. Mark as qualified or unqualified. Sync data with the platform for real-time updates.
by Evolve, LLC★ 5.01 ratingsBusinessFreeData updated 2026-09-06
Field service technicians can manage tickets, update account and contact information, and track opportunities directly from the . The interface provides quick access to critical data and automates ticket updates.
Manage leads with real-time notifications and acceptance options. Track lead status, communicate with team members, and access client information directly from the . Share updates and collaborate on lead assignments.
Track leads and sales with Cozy. Create quotes, manage customer data, and monitor sales progress. Log door knocking activities and view rankings on a leader board. Set goals based on performance metrics.
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
Manage business operations with a dashboard displaying key data. Schedule jobs, estimates, and clients. Send invoices for payments. Accept payments and collect tips. Add employees or subcontractors. Track leads and manage company workflows.
Manage customer interactions through integrated chat apps like WhatsApp, SMS, and emails. Receive instant alerts for new leads from Facebook Ads, Google ads, and website forms. Log conversations, track follow-ups, and organize contacts within the .