Access product information, marketing materials, and presentations. Email or text individual screens to customers. Receive real-time updates for current data. Share documents directly from the device.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.
Offer five pricing options for HVAC, plumbing, and electrical services during service calls. Guide customers through interactive steps to present repair choices. Track service summaries and manage projects.
Report service requests from mobile or desktop devices. Submit details, upload photos, and track status in real-time. Maintenance teams view, prioritize, and resolve issues directly.