The app provides mobile access to business documents stored in the DocAgent repository. Users can view, zoom, navigate, and share multi-page documents like invoices, reports, and financial statements.
Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
Manage work orders, invoices, and estimates on an iPad. Schedule and dispatch jobs, access an up-to-date price book, and set appointment reminders. Accept mobile payments, work offline, and capture field notes and photos.
Manage leads, track projects, and organize daily tasks from the field. Log job details, set reminders, and access customer information. Sync schedules and update project statuses in real time.
Create and manage invoices with customizable templates. Add client details, itemized charges, and payment terms. Send invoices via email or link. Track payments and set reminders. Export records in multiple formats.
Create and customize templates and checklists. Take photos and add annotations to document defects. Generate detailed reports instantly. Manage client data and schedule inspections within the . Track progress and send reports directly to clients.