Manage service business operations with task scheduling, job tracking, and real-time data access. Customers can view job status, submit requests, and receive automated updates.
Track expenses by snapping and categorizing receipts for tax purposes and funding applications. Generate reports for operational use or accounting needs. Work offline without losing functionality.
Manage clients, leads, and projects with on-the-go access. Track sales, service, and production processes. Integrate with accounting software, drone footage, and sales automation tools.
Manage sales with real-time inventory tracking and customer management. Process payments via multiple methods. Generate reports and analyze sales data. Integrate with accounting software and manage employee schedules.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Manage employee records, track performance, and schedule interviews. Conduct onboarding and training. Generate reports and set reminders for compliance checks. Integrate recruitment tools with employee activity tracking.
Track underpaid claims and manage leads with industry-specific tools. Generate detailed reports for behavioral health. Integrate with existing software and data. Simplify admissions workflows with the iVerify plug-in.
Set up alerts for balance thresholds. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo. View transaction history and account balances. Manage multiple accounts in one place.