Create invoices and estimates using voice commands or manual input. Manage client information and project details. Generate sales reports and track financial data. Customize templates and send invoices via email or messaging.
Book service appointments for HVAC repairs, maintenance, or replacements. View service provider availability in real time. Confirm repairs and track progress. Receive updates and payment confirmations through the .
Access product details, images, and videos. Upload custom photos for a digital portfolio. View client accounts and order history. Import measurements using a Leica DISTO™ device. Browse all products and configuration options.
Calculate pricing strategies with competitive market analysis tools. Input variables to generate profit margins and revenue projections. Export reports and share insights. Access free training modules and podcasts via in- buttons.
Manage client appointments and schedules with integrated contact information. Create, email, and print invoices for services. Track important accounts and visualize invoice entries.
Capture customer specifications to configure manufacturable products with accurate pricing. Generate quote comparisons with different options and financing offers. Create proposal and contract documents for customers.
Track project progress with photo documentation and customer details. Share project images with clients for transparency. Automatically post updates to social media and website to promote services and generate leads.
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.