Track and measure roof dimensions using a sketch tool and positioning features. Preview roofs on maps or import images/blueprints. Save measurements and label lines. Take and save photos for documentation.
Record meetings, transcribe audio, generate summaries, track
Records and transcribes in-person meetings. Generates summaries, customer requirements, action items, and follow-up emails. Allows real-time chat to retrieve information from past conversations.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Enable and collaboration through a unified platform. Invite members to join projects, share files, and send messages. Set up workspaces for different teams or departments. Integrate with other tools for task management and document sharing.
Access and customer messages from iPhone or iPad. View all interactions in one place. Reply to messages, categorize contacts, and manage customer inquiries directly within the .
Communicate through messages, assign and track tasks, store files, and schedule meetings. Add , organize workflows, and collaborate with team members or freelancers in one platform.
Manage leads with customizable tracking templates and automated follow-up reminders. Set goals and monitor progress with real-time analytics. Sync data across devices and generate reports for team performance.
View balances, track transactions, transfer funds, pay
Manage finances by viewing account balances and recent transactions. Transfer funds, pay bills, and initiate ACH credits, debits, and wires. Approve transactions, contact customer service via secure messaging, and access additional features.