Manage voice and video calls, send SMS and MMS, and chat with team members from a single . Access unified communication tools for remote and on-site work. Control call management and integrate with business workflows.
The app connects to the LeadPerfection CRM database for sales representatives. Users can view upcoming appointments, enter appointment results, and view personal sales statistics.
Manage roofing jobs with task tracking, estimate tracking, and customer information organization. Set automated workflows, customize dashboards, and integrate with suppliers for streamlined operations.
Manage projects and customers with real-time updates and team collaboration. Track job progress, assign tasks, and monitor timelines. Allow workers to check-in and check-out. Send and receive bids from subcontractors. nd share project reports.
Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
Track deal progress with shared visibility into stages and statuses. Set and monitor next steps for each opportunity. Log communications and activities directly. Generate structured reports and maintain clear stage gates for governance.
View daily schedules and customer details. Access property information including site specifics and work history. Track time and materials spent on jobs. Capture payments and send visit details to the . Log progress and manage tasks.