Review client profiles to view past appointments, previous purchases, and social media links. Manage schedules with weekly views and staff assignments. Update client notes and send reminders directly from the .
The app allows oil and gas industry employees, contractors, and customers to submit incident reports and trip assessments. It also stores training certifications and onsite inspection forms.
Log HVAC service details with scan and log features. Track refrigerant levels and compliance status. Store records indefinitely. Sync with existing workflows. Manage EPA compliance and service history. View job progress and notes.