Manage service cases and collaborate with OEM teams in real time. Track equipment status and update case details. Assign tasks, set service level agreement targets, and communicate with team members through integrated messaging.
Create digital estimates and professional invoices for auto reconditioning services. Track job details, set pricing, and generate reports. Manage client information and send estimates directly from the .
Check balances, review transactions, transfer funds
Access account balances and review transaction history. Transfer funds between accounts and institutions. Set account alerts and pay bills to existing vendors. Cancel pending payments and locate branches or ATMs. Send messages to customer service.
Submit waivers and deposits securely from your device. Upload and sign documents electronically. Manage forms and track submission status. Share files via secure links. Set reminders for pending actions.
Create and manage commercial and residential AV, IT, and security project quotes on an iPad. Define rooms and systems using default options. Take photos of the site during project setup.
Track deals with goal setting and performance metrics. Monitor deal progress and team activity. Use gamified leaderboards for competitive engagement. Manage referrals and customize branding for brokerages. Sync across multiple offices and teams.