Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
Track field agents in real-time to improve accountability and optimize routes. Create and manage sales orders directly from the . Monitor customer interactions and update sales pipelines. Manage inventory levels and process payments on the go.
Manage client appointments with session-specific tools. Enter new clients, record sessions, create invoices, and process payments. Generate receipts and session reports on-site. Handle paperwork during client interactions.
Manage homeownership by submitting and tracking warranty tickets, receiving real-time updates on request status, and accessing customer support for home-related issues.
