Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage sales pipeline by tracking deals and updating statuses. Compare payment offers for customers. Provide real-time updates on projects. Access flexible payment options for sustainable home solutions.
Manage operations with scheduling, dispatching, and team coordination. Edit schedules from any device, set recurring jobs, assign tasks, and update technicians in real time. Track appointments, send jobs to tech calendars, and manage arrival windows.
Sales staff can offer and price device financing directly in the customer's office. Instant pricing quotes are provided. Approvals can be completed in 30 seconds or up to 24 hours. Automated documentation is delivered.
Manage accounts, update personal details, and adjust security settings. Apply for personal loans, credit cards, and real estate financing. Open accounts digitally with fewer steps. Log in quickly and access real-time transaction history.
Manage properties with voice service requests and track request status. Complete digital handover and make online payments. View construction updates and sales launches. Access offers from Group and stay informed about events.
Create quotes and invoices for CCTV, intruder alarm, and access control installations. Add client details, itemized costs, and terms. Save, print, or email documents. Track job progress and manage client communications directly within the .
Process payments, capture signatures, send receipts, manage
Process credit card payments and capture signatures during transactions. Send email receipts to customers. Manage customer information and review past transactions.
Track client progress with workout logs, feedback, and physical evaluations. Prescribe customized workouts with dates, loads, and sets. Collect payments and manage client data remotely. Sync evaluations and feedback across devices.
Manage accounts, track transactions, control debit card
View account balances and transaction history for accounts, loans, and CDS. Control debit card status, unblock foreign transactions, and adjust ATM limits. Transfer funds between accounts and deposit checks remotely.