Manage business operations with automated scheduling and route optimization. Create teams, invite leads, and set up services. Customers are scheduled automatically based on service frequency and seasonal changes.
by Terratory, LLC★ 5.05 ratingsBusinessFreeData updated 2026-09-06
Centralizes maintenance requests and scheduling for rental teams. Tracks work orders and document storage. Provides status updates and approval workflows for team coordination.
Manage customer interactions by tracking leads, updating contact information, and organizing pipelines. Set follow-up reminders, log call and email details, and generate reports. Integrate with calendar and email for scheduling and communication.
Log customer interactions with notes, photos, and follow-up reminders. Track progress and performance metrics. Manage schedules and optimize routes using territory maps and traffic data. Export reports and sync data across devices.
Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
Track spending against monthly goals. Set budgets, add expenses and income, and monitor progress. Automatically clear previous month's transactions. Adjust budgets and view spending patterns.
View upcoming shift assignments and pending shifts requiring approval. Approve shifts and review team members' schedules. Access work schedule information directly from the .