Accept work orders, assign and schedule jobs, track progress. Manage quotes and invoices. Dispatch teams and monitor work order status. Update job details and communicate with clients in real time. Sync with accounting systems and access reports.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Manage customer cases with case lists and details, including priority settings, re-assignment, and case closure. View dashboards for customer journey insights and use dashboard cards for detailed data. Contact customers via call or email.
