Manage B2B estimating and invoicing for tasks. Input and track OEM requirements. Share estimates and invoices via text or email. Access online admin portal for account management and data oversight.
Create and send professional invoices, estimates, and receipts. Track inventory levels and manage stock updates. Set payment reminders and view financial reports. Export data in multiple formats and sync across devices.
Manage leads, track communications, and collaborate with team members. Log customer interactions, set reminders, and organize contacts. Integrate with email and calendar for scheduling and follow-ups. Generate reports and monitor sales pipelines.
