Access CRM data including contacts, accounts, leads, activities, and custom modules. View and edit records with mobile-optimized layouts. Log calls and meetings directly. Prepare for meetings with quick access to relevant information.
Tenants can submit service requests, upload Certificates of Insurance, track request status in real time, and book conference rooms or amenities. Technicians manage work orders, access job details, and update service logs directly from the .
View, edit, and submit work orders with prioritized task details. Receive real-time updates on task progress and changes. Raise work orders on-the-go or initiate requests quickly. Track equipment locations and maintenance history.