View and execute business tasks. Manage team activities and collaborate. Reassign, delegate, or cancel tasks. Work offline without internet. Enforce security policies with enterprise-grade protection.
Create matters and cards to organize work. Access detailed matter information including correspondence and documents. Record voice memos and send emails. Track critical dates, tasks, and calendar entries.
Track work trips automatically with scheduled capture settings. Log odometer readings and save receipts. Calculate reimbursements based on IRS guidelines. Export trip data and submit claims directly.
View account balances and transaction details. Fund HSA from checking or savings. Access email and SMS alerts. Contact administrator via email or phone. Use same login as web portal. Enable stronger authentication with picture or passphrase.
Monitor funeral home communications by joining calls in real-time. Access categorized messages with a tap. Listen, read, and respond to messages. Control outgoing Caller ID and update service details. Manage online chats and set on-call preferences.
Access devices connected to Professional via Wi-Fi, 4G, or 5G. View live camera feeds remotely. Playback recorded footage. Receive alarm notifications. Control site settings and manage device connections.
Manage company strategy by setting and tracking goals. Assign tasks, monitor progress, and communicate updates across teams. Share a unified view of priorities and measure outcomes to team efforts with organizational objectives.