Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Create customizable offline forms to collect email subscribers. Edit form design elements like background, fonts, and colors. Sync collected data with once online. Set up forms quickly without internet access.
Allows users to capture and organize operational data through mobile forms. It provides real-time instructions to crews. GPS tracking logs job locations and costs. Data is synced with the Service Cloud for analysis and reporting.
