Manage meetings, view agendas, set secrets, reschedule,
Manage meetings by viewing agendas, setting secret meeting types, and sharing confidential links. Reschedule or cancel appointments and invite multiple participants. Create organizations, assign team roles, and control data access.
View testing logs with detailed line items including PO/RMA numbers, part numbers, quantities, and bin locations. Identify tested vs untested items using color-coded status indicators.
Manage leads with real-time visibility based on user roles. Assign and track leads within a sales team. Access lead details and activity logs. Sync with the web-based lead management platform. Require company authorization for login.
Access ESA account details using online credentials. View and manage open notifications with inspection status and inspector info. Schedule inspections and submit photo/video evidence along with related details to ESA.
Drivers can navigate with precise GPS directions, view complete order details including customer notes and return bottle deposits, and access admin-level controls to manage fulfillment, approve order changes, and enforce photo or signature
