Manage daily tasks with a streamlined interface. Create and organize to-do lists, set reminders, and track progress. Sync across devices and access calendar events. Share notes and collaborate in real time.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
Manage client relationships and track jobs with CRM tools. Create and send professional quotes and estimates. Schedule and dispatch jobs in real time. Invoicing and payment processing available.
Communicate via in- messages, alerts, and push notifications. Submit and view resource requests. Access certifications, tags, files, activity feeds, notes, and projects. Store and retrieve files. View project details and profiles via QR code.
Create and manage audit reports with one-click data entry and auto-populating fields. Assign intelligent controls, capture field-specific details, and generate detailed audit data for ESCOs and contractors. Export and share reports directly.
Manage contractor assignments and timecards. Automate time tracking, approval, and invoicing. Access business intelligence including sales and gross profit per assignment. View data across custom time periods.