Manage business operations with a dashboard displaying key data. Schedule jobs, estimates, and clients. Send invoices for payments. Accept payments and collect tips. Add employees or subcontractors. Track leads and manage company workflows.
Manage work orders and service staff with the ability to create and update orders and estimates. Upload before and after images and collect customer signatures. Email invoices, track technician locations, and view work orders in multiple formats.
Clients can log in with their phone number to view case details, billing dashboards, and payment invoices. They receive case updates, notifications, and milestone progress. Clients can rate completed cases and refer the law firm to others.
Manage calls and text messages with scheduling, push notifications, and reminders. Sync notes and results with NGP 8 or 7 and CampaignDeputy. Allow staff to listen and take notes during calls. Upload calls directly for record-keeping.
Check shifts (past and future) and request new shifts. Cancel shifts with comments and receive push notifications. Communicate with colleagues and managers. Update schedules on the go.
Manage academic schedule and assignments with real-time updates. View class schedules for any date. Add notes to classes. Access Hub assignments and exams refreshed daily. Sync with Apple Health. Supports Middle and Upper School users.