Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Schedule jobs and mark them as completed. Send invoices and estimates. Track employee time and manage parts inventory. Receive purchase orders and view inventory items. Send group and text messages to customers.
Manage sales, track inventory, and process payments
Manage inventory, process payments, and track sales in real time. Automate creation and receive part recommendations. Generate reports and analyze performance data. Integrate with accounting software and manage multiple locations.
Create and send invoices, estimates, and orders. Process payments securely. Manage product inventory. Design and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Browse product catalogs, manage customer data, place orders, and track performance. Access real-time sales information and update client details. Sync across devices for seamless on-the-go business management.