Book appointments, create proposals, send invoices
Manage customer appointments and job schedules with a dedicated calendar system. Create and send proposals and invoices. Store unlimited photos and project documents. Automatically notify customers and track tasks for window tinting businesses.
Create and send professional orders to customers. Set up clients from contact list. Save product details for faster creation. Apply discounts on items or totals. Track incoming orders and manage them efficiently.
Manage routes, track inventory, and invoice clients
Manage routes and track inventory by scanning products and assets. Create and send invoices, track sales, and access pre-sales data. Sync with DSD back-office system for real-time updates and compliance.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
