Create and send invoices, estimates, and . Process payments securely. Manage product inventory. Build and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Track sales and manage multiple store locations with real-time data access. Monitor cash flow and register activity. Set and track sales targets per store and team member. Switch between locations easily.
Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
Manage orders, par cart counts, and requisitions. Track issues and returns. Conduct physical inventory counts and deliveries. Scan barcodes for warehouse picking and receiving. View real-time data and update records on iPad.
Create, search, and edit work orders with tracking numbers, work order numbers, purchase order numbers, or location keywords. Reassign work orders and filter by status. Edit details like status, priority, and schedule.