Create and manage estimates and change orders with line-item cost entry and photo attachments. Generate branded PDFs and send via email or SMS for client approval. Track by client, job site, or status.
Manage sales leads with instant response features and automated follow-ups. Track pipeline progress with customizable dashboards. Set reminders for follow-ups and sync contacts across devices. View deal stages and update statuses in real time.
Track with clock in and out features. Set reminders or enable automatic clocking. Use location-based tracking for shift management. Round time up, down, or to nearest. Calculate pay, track overtime, and create invoices with the premium version.
The app provides secure access to Soft1 business application data. Users can view real-time information through data gadgets designed within the Soft1 ERP environment.
Track meetings in real time to provide targeted coaching. View meeting summaries instantly. Monitor revenue per rep and ensure consistent close rates. Receive action items to improve performance and support team success.
Track trailer performance and health in real-time. Monitor location, speed, and engine data. Schedule maintenance alerts and receive diagnostics. Improve safety with driver behavior insights.
Manage business with stock tracking, product descriptions, and financial records. Log income and expenses. Access data offline. Sync with desktop version. Support multi-user access via web hosting.
Manage appointments with AI-driven scheduling, send instant messages to clients, and reduce no-shows. Track bookings, receive reminders, and integrate with payment systems. Share client details and manage staff schedules remotely.