Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Order and manage services by placing requests for Smart Hands, Work Visits, shipments, and trouble tickets. Review and approve orders and shipments. Communicate with technicians. Clone, modify, or cancel orders. Generate reports on orders and users.
The app provides field access to scheduled appointments and customer information for ServSuite software users. It allows for signature capture, email notifications, work order and invoice distribution, and payment collection.
The app allows users to create and send professional purchase orders. It supports multiple currencies, date formats, and tax setups, and can export data to CSV.
Create and send invoices by linking to a account. Add customers and line items to generate invoices. Email PDF invoices and include payment links for customers to pay. Track payment status and manage history.
Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Manage data with secure tools. Add, edit, and organize information. Sync with self-hosted MySQL server across multiple devices. Group customers, track birthdays, and manage vouchers. Send newsletters and import data. Comply with EU-GDPR regulations.
The app allows users to enter farm records, equipment service logs, spray records, and take notes or pictures. Users can draw field boundaries with GPS or by hand and sync to a web account for reports and history.
Create job quotes and invoices quickly with team collaboration. Add customers manually or from contacts, include products or services, and customize document titles and subtitles. Send quotes instantly and convert to invoices with one tap.