Create and assign tasks with orders. Include instructions, cost estimates, dates, times, and location details. nd send orders to customers or team members. Track job status and manage multiple assignments.
Submit PTO and time-off requests, view balances, and track remaining days. Access payslips and invoices with full pay history. Submit expenses by uploading receipts or photos. Receive status updates on requests and payments.
Manage real estate leads with instant notifications based on user preferences. View new lead assignments, property saves, and inquiry requests. Customize notification types and delivery methods within the .
Manage employee tasks and career growth with a secure . View payslips and tax forms anytime. Raise travel requests and claim expenses quickly. Check leave balances and manage time off. Track goals and progress.
Schedule jobs using mobile or web access. Send text reminders to reduce no-shows. Store client history securely in the cloud. Manage appointments and track progress for solo professionals and small teams.
Create paperless inspections, estimates, work orders, and invoices. Configure visual inspections with interactive images. Manage customer records and scan VINs for decoding. Capture photos and take notes. Sync with OEM parts databases.
Track expenses in real-time by capturing receipts and categorizing them. Enter custom amounts and notes. Sync data with company accounts. Apply VAT rates and legal regulations based on operating countries. Generate reports and manage approvals.
Create tasks and manage projects with customizable workflows. Track business processes and organize data in a visual interface. Handle documents, spreadsheets, and databases within a single platform.
Employees can view schedules, swap shifts, bid on posted shifts, submit time-off requests, and submit availability changes. Managers can assign tasks, track progress, and manage schedules. Both can submit punch requests and access real-time updates.
Track income, expenses, and credits with detailed categorization. Manage invoices, bills, and receipts with customizable templates. Record inventory and generate real-time reports. Create and send POS bills. Monitor expenses and set budget alerts.
Manage sales and customer service tasks with a calendar and activity tracker for meetings, calls, and tasks. Check GPS location on Google Maps for customer sites. Access leads, opportunities, accounts, contacts, and sales orders.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.