Create and send accurate quotes and invoices to clients quickly. Manage team data and schedule shifts with real-time updates. Track locations and times for scheduling adjustments. Confirm workforce availability and access detailed call information.
Create invoices by entering details, selecting a client, adding an amount, and sending. Share invoices via email or messaging apps. Track statuses including paid, pending, and overdue. Set reminders for unpaid invoices.
The app allows users to view account activity, move money, and deposit cheques by taking a picture. Users can find nearby branches and ATMs, send and receive funds with Interac e-Transfer, and pay bills.
Access policy information and manage accounts through a customer portal. Get quotes for home, condo, or renters insurance. Pay invoices securely. View contact details and access policy details anytime.
Upload and edit with signature fields, initials, dates, and text. forms with contact info or images. Send signature requests and track completion status. Save and share signed securely.
Check super balance and recent contributions. Make extra payments to increase retirement savings. View investment returns and payment schedules. Update retirement income details and insurance coverage.
Access accounts conveniently and securely 24 hours.
The app allows users to manage accounts, transfer funds between Eastex CU accounts, and make payments. Users can also deposit checks, manage bill pay, and send secure messages.