Manage appointments and schedule tasks to improve workflow efficiency. Create customizable proposals with multiple options for clients. Track job progress and send invoices directly from the . Communicate with clients through built-in messaging.
Manage business operations with scheduling, expense tracking, and employee management. Set and monitor job routes with mapping tools. View team progress and GPS locations. Log time spent on each task and track profitability metrics.
Receive real-time notifications for new leads or customers. Communicate with them using instant messaging features. Manage tasks and stay updated on assignments.
Book appointments, create proposals, send invoices
Manage customer appointments and job schedules with a dedicated calendar system. Create and send proposals and invoices. Store unlimited photos and project documents. Automatically notify customers and track tasks for window tinting businesses.
Track sales pipeline progress by categorizing leads and setting follow-up reminders. Monitor available funds and receive notifications. Simplify management without complex setup or integrations.
Street team members can upload photos and report work progress to clients and managers. Track campaign updates and share proof of activity without battery drain or crashes.
Make and receive calls using Wi-Fi or data. Conference, split, or swap calls. Transfer calls and access contacts. Use speakerphone, mute, and hold functions. View call and voicemail indicators. Integrate with Teo Unified Communications platform.
Create and send targeted SMS and email campaigns to customers and prospects. Schedule service reminders for maintenance or inspections. Send appointment confirmations and gather customer feedback through satisfaction surveys.
Manage dealership leads by registering new prospects and identifying existing customers. Create leads in the showroom, follow up with prospects, and receive alerts on new leads. Track customer visits and manage follow-up actions.
Monitor call activity and track key metrics. Send and receive text messages using a chosen tracking number. Make and manage calls directly within the . Add tags, values, and notes to leads. Organize contacts and view call logs.