Manage delivery routes with turn-by-turn directions and geo-fencing for on-site tracking. Capture signatures and manage cash, inventory, and pricing. nd email route documents. Sync with cloud-based route portal for data analysis.
Create and manage digital documents with advanced features. Track status and approval progress. Share and collaborate on files with team members. Ensure legal compliance with enforceable digital signatures. Set up custom workflows for review and .
Clinicians can document patient visits, submit timesheets, and manage care plans and medications. They can view and update records, add electronic signatures, report incidents, and conduct supervisory visits.
Manage calls from start to finish by recording interactions, noting issues, and tracking time and materials. Create invoices using customizable rate tables and maintain client history for easy reference.
Track tasks and send via email. Organize records by week or month. Archive all previous entries. Send multiple in a single email without setting up an email account.
Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.
Track time entries using a built-in stopwatch. Submit time records for approval. Sync time data and edits with the full timesheet management system. No account setup within the ; requires existing account.
Write letters with automatic DIN standard formatting and personalized templates. Add PDFs or images as attachments. Save and share letters directly from the .