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.
Check account balances and transaction history by date, amount, or check number. View mortgage and loan balances. Make transfers, schedule bill payments, and cancel or edit payments. Deposit checks via photo. Reorder checks and manage loan details.
Manage members and events by adding or checking in attendees, editing events, modifying member details, approving memberships, archiving contacts, and recording manual payments. Search for contacts and suspend memberships as needed.
Manage customer data with contact records containing details, notes, tasks, call history, and messages. Add or update customer information, set reminders, and receive alerts. Access tasks and notes on-the-go.
View accounts, balances, and transaction history. Search for specific transactions. View images of checks and deposits. Set alerts via text, email, or push notification. Access electronic statements. Retrieve free FICO® Scores.
Manage bookings by viewing trip details, accepting reservations, and inviting customers to fish. Edit and update fishing calendars to show availability. Communicate with customers instantly. List boats for rental, add or edit listings.
Schedule jobs and dispatch crews directly from a mobile device. Assign tasks to employees or subcontractors instantly. View and adjust schedules using a drag-and-drop calendar. Manage customer communication and track job progress in real time.
Manage transactions from connected business accounts. Edit categories and descriptions, upload receipts. Track mileage manually or automatically. Create and send invoices. View income, insights, and trends.
Manage appointments, schedule staff hours, and plan customer meetings. Chat with employees and customers in real time. Sync calendar data across devices and access updates from any location.
Manage customer interactions with in- messaging and service requests. Track job status and update notes. Schedule appointments and send invoices. Access real-time data on job progress and customer history.