Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
Manage business operations with real-time access to customer data, sales, financing, and installation details. Track employee locations using GPS for historical playback and mileage calculation. Monitor job site arrivals and departures.
Access and manage contacts, leads, organizations, quotes, events, and opportunities. Import contacts from address book. Send calls, SMS, and emails to contacts. Sync data with CRM via web address. View and create records remotely.
