Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Create and send professional estimates to customers. Set up clients from contact list. Save product details for quick creation. Apply discounts on items or totals. Automatically calculate totals and track status.
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 customer interactions with website and text chat for inquiries, service discussions, and estimate requests. Enable online booking for time slot scheduling. Accept payments via text message or during appointments.
Access real estate lead lists with one click, including distressed and off-market properties nationwide. Use skip tracing to find accurate contact information. View nearby property sales and generate shareable CMAs.
Manage business communications via text messages. Send and receive texts through a business phone number. Enable customer interactions via texting. Integrate with a account for messaging capabilities.
Track jobs, equipment, employees, income, and expenses. Use full CRM with analytics for marketing insights. Integrated payroll and timeclock provide real-time job costing. Include real-time labor costs.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Manage jobs with digital job cards, track staff locations, and send client emails and texts. Create quotes, log job notes and photos, and handle online bookings. Schedule tasks and manage assets through the .