The app provides field sales representatives with tools for presenting e-catalogs, taking orders, and performing merchandising activities. Sales managers can plan team activities, set price lists, and use analytics for business insights.
The app allows users to create professional daily reports in minutes. It captures weather conditions, locations, date and time, and labor hours, storing reports as PDFs for anytime access.
Manage client visits, track sales, and coordinate field operations with real-time updates. Monitor back-office tasks and share data across devices. Access project details and update job statuses from any computer or mobile device.
The app allows users to follow job and technician status, upload photos, and enter time for payroll. Users can also track estimates, sales, invoices, and collect customer signatures.
Identify potential customers through AI-driven lead generation. Engage prospects with personalized outreach. Close deals with targeted upselling strategies. Complete jobs with quality tracking and team coordination.
The app automates mobile workflows by enabling remote workers to collect data and access company information on mobile devices. It facilitates automatic sharing of results with back-office systems, cloud services, and people.
Track work hours with GeoFence and True Face Recognition. Punch in and out offline. Record GPS mileage for pay-per-mile roles. View and sign timecards. Request paid time off. Log costs and manage multiple job sites.