Order and manage services by placing requests for Smart Hands, Work Visits, shipments, and trouble tickets. Review and approve orders and shipments. Communicate with technicians. Clone, modify, or cancel orders. Generate reports on orders and users.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Track sales performance with call logging and lead updates. Sync mobile and desktop apps to a central CRM. Set task reminders and upload notes or files. Capture photos and manage follow-ups while on the go.
