Manage tasks with real-time updates and offline access. View work orders, track time, and access customer information. Receive in- notifications and update job statuses. Sync data with the Salesforce1 platform for centralized management.
Technicians can view assigned jobs by date or calendar. Access full job details including , client information, address, and time slot. Confirm diagnostics with a client signature on the device. Submit diagnostic results, parts, and labor costs.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
Track tasks, manage schedules, and coordinate field
Manage field technicians with real-time task assignments and job tracking. Log service reports and update job statuses. Coordinate schedules, track inventory, and send invoices directly from the field.
Administer protection plans, file claims, and check claim status anytime. Submit photos and videos of issues for faster resolution. Connect with furniture care specialists and technicians directly.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Sync data across devices. Track progress with customizable dashboards. Generate reports and manage leads.
View schedule via calendar, list, or routed map. Track sales estimates, orders, time holds, and customer follow-ups. Export weekly production and sales commissions. Intelligent forms auto-fill customer and details; only complete necessary fields.