Manage customer data and store completed work files in a central location. Create quotes, invoices, and forms. Schedule jobs and track payments. Generate professional certificates and follow up on outstanding invoices.
Manage rebate and spiff programs with claim submission, review, and approval. Automate administrative tasks using rules-based settings. Generate performance reports and track claim fulfillment.
Track expenses by photographing invoices and receipts. Automatically extract text and data using OCR. Record time and absences with manual entry or calendar integration. Generate reports and categorize expenses.
