Track project progress with photo documentation and customer details. Share project images with clients for transparency. Automatically post updates to social media and website to promote services and generate leads.
Manage portfolios by tracking locations and prioritizing tasks. Receive notifications about maintenance issues and work order statuses. Enable push alerts for critical updates and monitor operational status remotely.
Connect with homeowners for home improvement jobs. Receive notifications about new job leads. Chat directly with clients to discuss projects. Create and send professional invoices. Access partner schemes and manage job communications all within the .
Track time with digital time cards to replace paper records. Sync data with the office and shop. Collect field data efficiently while staying connected. Manage project details and communicate with team members in real time.
View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.
Access medical records and securely message healthcare providers. Check and manage appointments. View patient education materials. Request appointment cancellations. Retrieve personal health information.
Create shortened URLs with custom domains and back-halves. Share links via text, email, or social media. View recently created links for quick reuse. Track click counts to monitor performance.
Create custom forms with text or multiple choice questions. Launch forms to hide editing controls. View and export responses. Collect email addresses and email all respondents.
Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Schedule appointments and classes with a secure, private platform. Adjust availability by blocking time off, setting hours, and scheduling lunch breaks. Manage staff schedules and client bookings efficiently. Send confirmation emails and reminders.