Manage client appointments and schedules with integrated contact information. Create, email, and print invoices for services. Track important accounts and visualize invoice entries.
Record and equipment conditions during customer sign-up as a new service client. Generate periodic reports to inform customers about their status and maintenance needs.
Create and complete in-field assessments for crop health and pest pressure. Customize templates and share with colleagues. Collect data and generate reports. Track bug counts and monitor farm conditions.
Access bank statements, periodic reports, and ad hoc reports through the My Bank section. Communicate with your relationship manager via secure messaging.
