Sign pending contracts and complete compliance training certifications. Submit expenses and invoices. Access content files like Word, Excel, and PowerPoint. Use offline support in areas with limited internet.
Book appointments, manage payments, track inventory, schedule
Manage bookings, track payments, and handle client information. Schedule appointments, assign staff, and send reminders. Process in-person, online, and mobile payments. Generate reports and access analytics.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
Clients can check credit scores for shippers and freight brokers. Request fuel advances and send invoices. Access real-time credit reports and manage financial requests within the .
Review and sign contracts directly on an iPad. Access and manage digital documents. Collaborate with stakeholders in real time. Securely share and store signed agreements. Track contract status and deadlines.
Track requests and move cases forward. Stay informed 24/7 with real-time notifications. Access a library of knowledge articles. Use the Service Catalog to fulfill requests faster. Interact with the Now Virtual Agent for .
Manage scaffolding projects with status tracking and task management. Clients request new scaffolds and submit project details. Staff create and submit flash cards for inspections. Track scaffold status and project progress in real time.
Manage freight operations by taking and marking Bills of Lading with photos. Upload pre-shipment images to the platform. Submit support tickets and claims with attached photos. Access client-specific on-site integration features.
Create professional quickly by adding company details, clients, and items in seconds. Manage clients and products with smart organization. Customize with discounts, taxes, notes, payment terms, and contact information. Export and send directly.
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.