Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Create and send work orders directly to assigned personnel. Track work order status and receive automatic escalations. Perform inspections remotely without an internet connection. View inspection results and update task progress in real time.
Create and manage service dispatch work orders. Input and track job details. Assign tasks to technicians. View job status and history. Integrate with Lift Truck Solutions applications.
