Create and manage reports for residential, commercial, and community housing properties. Add notes, photos, and signatures. Generate custom reports and share them digitally. Track maintenance tasks and condition reports. Sync data across devices.
Track income and expenses across multiple accounts and credit cards. View spending patterns through customizable charts and graphs. Set savings goals and monitor progress. Sync data across devices and link bank accounts for real-time updates.
View and edit prospect and customer contact information. Call, text, email, or map contacts through preferred iOS apps. Add and access communication notes on mobile. Assign tasks to self or others in the agency. Sync reminders for task deadlines.
Manage tasks with a to-do , checklist, and task manager. Set reminders and receive push notifications on scheduled dates. Organize schedules and track progress efficiently.
Enable and collaboration through a unified platform. Invite members to join projects, share files, and send messages. Set up workspaces for different teams or departments. Integrate with other tools for task management and document sharing.
Offer five pricing options for HVAC, plumbing, and electrical services during service calls. Guide customers through interactive steps to present repair choices. Track service summaries and manage projects.
Schedule calls for specific dates and times. Set reminders for upcoming calls. Choose contacts and message content. Automatically make calls on scheduled dates. View history and edit future schedules.
Manage contacts with creation, editing, and deletion features. Organize contacts into groups and favorites. Sync with Google Contacts. Backup and restore data. Clean up and merge duplicates. Share contacts via messaging or calling.
Manage schedules and to-dos with calendar integration and task tracking. Create and send quotes, receive signed orders, and process credit card payments.
Control devices through a single . Set and manage schedules for automatic device operation. Access features with intuitive setup and real-time adjustments. Monitor and adjust settings remotely.
Manage with detailed information, events, tasks, and file storage. Sync data across devices via iCloud. Include built-in calendar and to-do list for activity planning and tracking.