The app provides field sales representatives with tools for presenting e-catalogs, taking orders, and performing merchandising activities. Sales managers can plan team activities, set price lists, and use analytics for business insights.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Manage work orders, invoices, and estimates on an iPad. Schedule and dispatch jobs, access an up-to-date price book, and set appointment reminders. Accept mobile payments, work offline, and capture field notes and photos.
Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
Access service history, get directions, and capture digital signatures. Enter descriptions and send signed work orders via email. Sync data with STRUCTURE Blue for real-time updates.
Sales reps can browse and order products from multiple catalogues using search and filter options. View product details, promotions, and collections. Access customer accounts, order history, and financial data.
Track daily labor, machine, and material data on sites. Log fuel loads, material deliveries, and subcontractor work. View project costs and progress in real time. Replace paper receipts with digital entries and remote approvals.