Capture field service by adding new contacts and categorizing them as Cold, Warm, or Hot. Select service types like Pest or HVAC. Mark as qualified or unqualified. Sync data with the platform for real-time updates.
Log customer interactions with notes, photos, and follow-up reminders. Track progress and performance metrics. Manage schedules and optimize routes using territory maps and traffic data. Export reports and sync data across devices.
Organize contacts into three categories: Lead, Prospect, Sold. Set custom follow-up reminders. Sync contacts with iPhone via iCloud. Receive alerts on iPhone and Apple Watch. Import or create contacts, which sync with iPhone contacts.
Access real-time sales metrics including total merchants, portfolio processing volume, and upcoming appointments. View detailed payroll reports and residual history. Manage appointments and track performance data directly from the field.
The app provides data-driven market insight for users to find prospects. It allows access to the EDA database of prospects and target opportunities while on the road.
Receive real-time notifications for new leads or customers. Communicate with them using instant messaging features. Manage tasks and stay updated on assignments.
Manage work orders, sales leads, and delivery routes through an integrated ERP system. Create and assign tasks, track progress, and monitor delivery statuses in real time. Generate reports and synchronize data across departments.
Access business data and manage teams remotely. Automate workflows and customize user experience without coding. Orchestrate processes and synchronize with platform.