Manage tasks with video capture and recommendations. Access device-agnostic tools to handle routine workflows. Integrate with ERA-IGNITE for advanced features. Track and document activities remotely.
by Reynolds & Reynolds★ 5.01 ratingsBusinessFreeData updated 2026-09-06
Manage customer interactions with task lists and communication tools. Track sales performance and team progress. Access resources for customer service and business management. Organize schedules and streamline administrative tasks.
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 .
Access work activities, manage routes, and view activity details. Provide updates, manage inventory, and communicate with peers. Retrieve and execute tasks from a mobile device. Track ongoing communications and manage work-related processes.
Connect with coworkers and view department structure
Access insurance details, request time off, clock in for shifts, and check flex benefits from your phone. Connect with co-workers via directory to call, text, and email. Submit time-off requests and log work hours with simple swipe actions.
Manage shifts by posting openings and matching with available workers. Access team information and shift details through login. Connect with local professionals for last-minute or ongoing coverage. Track schedule gaps and fill them efficiently.
Access latest BG and automotive news, training resources, and on-demand sales tools. Navigate maintenance solutions during service drives. View blogs and industry updates. Share information with customers directly.
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
Perform warrantable repair pre-authorizations, capture and share photos for part return processes, submit field product reports, access workbench, look up vehicle recalls, and include images or video in all modules.
Share content with clients and prospects via email or social media. Schedule and send market insights or commentary. Access and publish content from anywhere. Manage social media posts and client communications.
Process payments and manage business operations with real-time transaction tracking and fund transfers. Integrate with existing systems for streamlined operations. Access cloud-based tools for business growth and daily management.
Manage customer interactions with real-time data access and AI tools. Route calls and messages to agents on personal devices. View customer history, use voice and chat, and send notifications. Collaborate across channels with shared contact views.
Manage for household goods and logistics shipments. Search for shipments and orders to . Create custom orders for training or local moves. Access a list of standard household goods items. Add pre-defined items quickly.