Manage contacts with unlimited entries and custom fields. Track phone calls and text messages. Use email and marketing automation tools. Build sales funnels and monitor analytics. Sync with web for on-the-go patient pipeline management.
Truck drivers access daily jobs in a defined order. Each job includes multiple stops with embedded task lists. Drivers confirm tasks are completed before moving to the next stop. Issues can be reported to the dispatcher team for assistance.
Manage schedules by viewing, creating, and updating client appointments. Accept appointment requests through a client portal. Send automated reminders and add notes, products, or services to create invoices directly from appointments.