Manage jobs with drag-and-drop scheduling, one-click route optimization, and instant invoicing that syncs with Xero and QuickBooks Online. Track tasks, assign jobs, and generate invoices directly from the .
Access real-time data and update records on the go. View personalized insights from reports, lists, tasks, and events. Track customer and prospect information for a 360-degree view. Manage forecasts and key metrics directly within the .
Manage customer interactions through chat, email, and social media. Track support tickets and sales leads. Analyze customer data and generate reports. Integrate with CRM systems and marketing tools.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Employees can view their schedules in real-time, receive and reply to messages, request shifts and time off, set communication preferences, and access earned but unpaid wages.
