Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Create and edit work orders directly from a phone. Dispatch routes to employees in real time. Update job assignments instantly. Add or rearrange tasks on the go. Track progress and manage schedules without needing to call or text team members.
Manage accounts, view balances, transfer funds, pay
View account balances and transaction history. Send money between accounts. Access exclusive benefits. Perform transactions 24/7. Set up account alerts. Securely manage financial activities.
View daily, weekly, and monthly job schedules. Receive notifications for pending job responses. Access job details and update status in real time. Manage tasks, track time, and submit reports directly from the mobile device.
Stay informed by viewing updates from teams, favorites, and recent activity. Follow people and places of interest. Search the site for content. Contribute by creating, modifying, and deleting entries and ads. View files and attachments.
Create and manage plans with step-by-step guidance and sample sections. Edit, delete, or rename saved plans. Use checklists to ensure completeness. Export plans to a word processor for formatting.
Managers can view historical, current, and future . Control notification settings. Approve or deny availability and time-off requests. Employees can request time-offs, swap shifts, and update availability. Receive notifications for schedule changes.
Check balances, make transfers, pay bills, deposit
Check balances, make transfers, pay bills, and deposit checks via photo. Access accounts with Touch ID or passcode. Find nearby branches and ATMs using location services. Pay individuals directly.
Manage tasks and workflows by automating processes and assigning ownership. Track progress using multiple views including calendars and maps. Filter and display data efficiently. Share data and leave comments for team collaboration.