Manage leads and appointments on-the-go with real-time updates and tracking. Schedule and navigate canvassing routes. Monitor leaderboard rankings and participate in dealer competitions. Log sales interactions and sync data across devices.
Submit shift docs and visit records electronically
Caregivers can submit shift documents and visit records electronically. Upload files, track submission status, and receive confirmation. Manage schedules and communicate with team members through the .
Schedule jobs and send invoices directly from the . Create and share quotes for client approval. Track payments and manage dispatching for teams. Integrate with accounting systems for streamlined billing.
Caregivers can clock in and out using GPS geofence, document activities like ADLs, record care notes and expenses, track travel and break times, view visit schedules, navigate to client locations, respond to visit requests, obtain digital
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.