Create and send professional estimates to customers. Set up clients from contact list. Save product details for quick creation. Apply discounts on items or totals. Automatically calculate totals and track status.
Track and acknowledge employee achievements with real-time recognition. Assign points, send shoutouts, and view team performance metrics. Integrate with existing recognition programs and monitor progress across departments.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Create and manage tasks and to-dos with priority settings and due dates. Assign tasks to team members and set reminders. Track project progress with timelines and Gantt charts. Collaborate in real-time with comments and file attachments.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Plan projects using natural gesture controls on charts. Sync and share projects across devices and teams. Integrate with Microsoft Plan. Store projects locally or in iCloud Drive. Update features based on user feedback and industry practices.
Make and receive calls, check availability, chat with colleagues, host or join meetings, and manage voicemails. Access contact lists, send messages, and view call logs. Integrate with UC system for unified communication.
Manage calls, chats, and meetings from a single . View contact availability, host or join virtual meetings, and access voicemails. Send and receive messages, schedule calls, and collaborate remotely with team members.
Organize tasks, projects, customers, and documents in a customizable workspace. Create and assign tasks, track progress, and link related items. Collaborate in real-time, set deadlines, and manage workflows.
Create and send invoices and quotes with a few taps. Schedule customers directly and track job photos and history. Manage contacts and service requests without cost.
Design Instagram feeds with grid patterns, drag-and-drop posts, and carousel rearrangement. Edit and adjust photos and videos. Access over 200 ideas, 1000 hashtags, 100 captions, and 100 bio profiles.
Manage calls, chats, and meetings from a mobile device. View contact availability, start video calls, share screens, and access voicemails. Integrate with a business phone system for collaboration and communication on-the-go.
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Track client sessions and capture data in real-time. Complete documentation offline. Use AI-powered note assistance to save time. Streamline workflows for efficient operations. Send receipts and manage client information securely.