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 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 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.
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 .
Make and receive voice and video calls over WiFi or cellular data. Connect to OfficeConnect accounts. Manage call settings and access contact lists. Initiate extension-to-extension calls.
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.
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.
Capture GPS coordinates and take photos during service activities. Record service and non-service details based on county, state, and client rules. Submit data for review and tracking.