Organize tasks, projects, customers, and documents in a customizable workspace. Create and assign tasks, track progress, and link related items. Collaborate in real-time, set deadlines, and manage workflows.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
Manage project schedules and tasks on an iPad. View active project timelines, add and adjust lookahead tasks, track progress in real time, create roadblocks to highlight constraints, and share schedule updates as PDFs.
