Manage contacts, track deals, and streamline workflows
Manage customer interactions, track sales pipelines, and organize property portfolios. Log site visits digitally, assign tasks, and monitor project progress. Share documents and communicate with stakeholders through integrated messaging.
The app provides mobile work order alerts, appointment lists, and status updates for service technicians. It also offers customer service history, equipment lists, and mobile invoicing with signature capture and photo notes.
Manage projects and customers with real-time updates and team collaboration. Track job progress, assign tasks, and monitor timelines. Allow workers to check-in and check-out. Send and receive bids from subcontractors. nd share project reports.
Commercial service contractors manage jobs better.
The app provides commercial service technicians with access to job details, time tracking, and media documentation. It allows for reporting issues, viewing asset history, and receiving schedule updates, reducing office trips and calls.
Receive in multiple currencies and manage international transfers. Track expenses, view transaction history, and convert currencies. Send money globally and set up recurring . Connect bank accounts and receive invoices.