Manage patient schedules and appointment types remotely. View daily bookings and their details. Send texts and make calls using an office number to protect personal contact information. Adjust phone hours and handle emergency forwarding.
Record and analyze customer conversations to identify key insights and improve communication. Automatically generate notes from calls. Provide feedback on speaking patterns to enhance service quality and sales effectiveness.
Faxes by uploading documents or taking photos. Enter recipient information and fax number. directly from iPhone without needing a computer. View sent faxes and manage storage. Share received faxes via email or messaging.
Manage tasks, track progress, and streamline workflows
Manage tasks and schedules for service teams. Assign jobs, track progress, and communicate in real-time. Monitor team performance and generate reports. Integrate with calendar and messaging apps.
Manage business communications via text messages. Send and receive texts through a business phone number. Enable customer interactions via texting. Integrate with a account for messaging capabilities.
Manage customer communications by responding to inbound messages and prioritizing inquiries. Access call data and messages. View live appointment updates. Track and manage customer interactions from a smartphone.
Send personalized video messages via email, text, or messaging apps. Include branded content and customize messages. Share directly with contacts or integrate with existing communication tools. Track engagement and manage message history.
Create invoices and send estimates. Collect payments and schedule time. Manage team and log expenses. Send and receive text messages. Access a 24/7 portal and website. Automate tasks and streamline operations.
Create and send invoices by linking to a account. Add customers and line items to generate invoices. Email PDF invoices and include payment links for customers to pay. Track payment status and manage history.
Manage claims, export transcripts, and track notifications
Manage insurance claims with multi-claim handling and real-time feedback. Export customizable transcripts. Use AI features and a virtual assistant for support. Send proactive notifications to insureds.
Manage customer interactions with website and text chat for inquiries, service discussions, and estimate requests. Enable online booking for time slot scheduling. Accept payments via text message or during appointments.