Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Manage customer and job data in one place. Schedule and dispatch team tasks. Communicate with clients and team members. Track billing and invoices. Set reminders and notifications for appointments and deadlines.
Employees can view schedules, swap shifts, bid on posted shifts, submit time-off requests, and submit availability changes. Managers can assign tasks, track progress, and manage schedules. Both can submit punch requests and access real-time updates.
Manage customer interactions with built-in communication tools. Create and send professional estimates and invoices with customizable pricing. Track project progress and manage client approvals digitally.
The app provides instant access to NewType Cloud information on a smartphone. Users can view dashboards, access mobile pages, and update critical information, including approving or rejecting data.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Manage leads by tracking opportunities from inquiry to signed contract. Organize and prioritize leads. Create and send proposals. Track job progress and update project statuses. Share company updates and job instructions with the team.
Manage tasks, track progress, and streamline workflows
Manage tasks and schedules for service teams. Assign jobs, track progress, and communicate in real-time. Monitor team performance and generate reports. Integrate with calendar and messaging apps.
The app provides mobile management for sales and service leads. Users receive push notifications for new leads and can respond via email, phone calls, or status changes.
The app tracks security guard patrols in real-time, displaying guard activity on a dashboard. It allows officers to submit various reports, including incident and daily activity reports, and manage tasks like time clock reporting.
Reset forgotten passwords or unlock accounts without assistance. Integrate with Nervepoint software. Initiate password reset or account unlock anytime from mobile device. Download software appliance from provided website.