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 work by posting jobs, submitting proposals, messaging, tracking projects, and managing contracts. Access freelancer profiles, negotiate rates, and sign agreements directly. Stay organized with task lists and project timelines.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Manage appointments with real-time calendar access, edit availability, and schedule new bookings. Share direct links with clients and sync your calendar. Track client information, send secure payments, and generate automated receipts.
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.
Access expert guidance and tools for business decisions. Search for insights, save documents for later access, and continue from where you left off across devices. Retrieve personalized content based on priorities.
Manage customer and lead data on the go. Update client information, track activities, and sync with team members. Access CRM data anytime and ensure data security while working remotely.
Manage accounts with real-time balance and status updates for deposits, loans, and FX contracts. Use device as security token and approve payments remotely. Access dashboard for banking activities. Book FX contracts and make secure payments from .
Manage projects and track expenses with unlimited project support and price lock. Access features via phone, tablet, or computer. Set up instantly and use free training. Receive a 100-day money-back guarantee.
Create and send itemized estimates with photos for each task. Track job progress and update clients in real time. Manage multiple projects with customizable templates. Generate professional invoices and track payments.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Access insurance quotes and policies instantly. Insure vehicles through a digital agent. View policy details and manage coverage. Communicate with agents and carriers securely. Track insurance status and make payments online.
Create custom raffles to engage clients. Add participants, adjust ticket counts, and include contact details. Track winners and manage multiple raffles without limits.
Create proposals, contracts, and invoices. Send and collect payments. Manage tasks and set deadlines. Use shared inbox for team communication. Record calls and access coaching resources. Separate work and personal numbers on one device.