Manage work orders, customers, contacts, locations, tasks, and products directly from a device. Create and assign tasks, track service progress, generate invoices, and update customer information in real time.
Create reusable task templates with icons, notes, and links. Set due dates and reminders. Automatically escalate tasks to colleagues. Integrate with external apps to streamline workflows and connect actions to specific steps.
Manage compensation and performance for automotive dealers. Create and test pay plans using machine learning. Assign and execute commissions-based roles. Track performance metrics and analyze data for forecasting.
