The app provides field access to scheduled appointments and customer information for ServSuite software users. It allows for signature capture, email notifications, work order and invoice distribution, and payment collection.
Servicing and customer management application for field access.
The app provides field access to scheduled appointments and customer information for ServSuite software users. It allows for signature capture, email notifications, and payment collection.
Manage tasks with real-time updates and offline access. View work orders, track time, and access customer information. Receive in- notifications and update job statuses. Sync data with the Salesforce1 platform for centralized management.
Manage operations with scheduling, dispatching, and team coordination. Edit schedules from any device, set recurring jobs, assign tasks, and update technicians in real time. Track appointments, send jobs to tech calendars, and manage arrival windows.
Browse and purchase restaurant equipment, kitchenware, and supplies. Filter products by category, price, and brand. View product details, pricing, and customer reviews. Place orders and track shipments. Manage account settings and payment methods.
Manage projects, track progress, and streamline communication
Manage construction projects with task tracking, scheduling, and document sharing. Monitor budgets and timelines. Communicate with clients and teams through messaging and file storage. Generate reports and invoices.
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills to existing payees or cancel scheduled payments. Deposit checks via photo.
Receive and complete jobs on the road with real-time task notifications and job details. Accept or reject assignments instantly. Capture customer signatures and photos linked to job locations.
The app automates timekeeping with smartphone punch in/out, GPS, and mapping. It provides real-time syncing and reporting to a secure web portal, saving administrative hours.
Manage customer data with contact records containing details, notes, tasks, call history, and messages. Add or update customer information, set reminders, and receive alerts. Access tasks and notes on-the-go.
Access schedules, work tickets, and timekeeping data for employees. View job site details and billing information for customers. Submit service requests and track job progress in real time.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
The app allows users to manage their business calendar, appointments, and customer profiles. It also facilitates sales of services, gift cards, and products, and accepts various payment methods.