Manage expenses by capturing receipts with the device camera and reviewing submitted claims. Access real-time financial and operational data from any web browser on iOS devices. Track inventory, sales, and purchases across departments.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Process payments, capture signatures, send receipts, manage
Process credit card payments and capture signatures during transactions. Send email receipts to customers. Manage customer information and review past transactions.
Transfer funds between accounts. Deposit checks via photo. Pay bills manually or automate payments. Pay individuals across accounts. Manage budgets with budgeting tools. View all accounts on a single page.
Manage client contacts and invite new clients to connect. Chat with clients directly. Track orders and manage deliveries. Access a personalized webpage. Receive tech support. Process payments via a provided credit card.
Servicing and customer management application for field access.
The app provides field access to scheduled appointments and customer information for ServSuite software users. It allows for signature capture, email notifications, and payment collection.
Manage orders and update product catalogs. View customer details and access real-time performance metrics like revenue and conversion rates. Track daily and weekly trends. Monitor store visitors and order status.
Open an account with a selfie in under 5 minutes. Add multiple accounts in different currencies quickly. Access accounts via National ID, debit card, or credit card. Set biometric and passcode login. Reset password anytime.
View accounts, balances, and transactions. See cleared check images. Open new accounts. Send money via Zelle®. Transfer between accounts or pay loans. Schedule transfers immediately or recurring. Manage bill payments. Deposit checks using device.
The app provides mobile work order alerts, appointment lists, and status updates for service technicians. It also offers customer service history, equipment lists, and mobile invoicing with signature capture and photo notes.
Manage customer interactions with in- SMS and email tracking. Record phone calls for better service. Create invoices, estimates, and accept payments. Schedule employee tasks and dispatch work. Track sales and operations data.
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.