Track task progress with real-time updates and assign tasks to team members. Analyze completion rates, average durations, and overdue tasks. View detailed history of task assignments and modifications.
View overdue, paid, and pending invoices. Send automatic payment reminders. Create invoices in Word, PDF, Excel, and blank formats. Track status and manage payment schedules. Export invoices in multiple file types.
The app syncs To Do data from HCL Notes to a mobile device. Users can create, complete, and set alarms for tasks, with changes syncing back to the server.
Manage sales tasks with real-time data sync and customer information access. Log customer details and scan driver’s licenses to submit deals. Access recent conversations, leads, and respond promptly.
Create and customize form templates and checklists for data collection. Capture text, images, and videos during inspections. Manage and organize collected data for claims, verifications, and work orders.
