Manage sales pipelines and track opportunities with daily overviews. Create and manage activities and appointments. Send emails and make calls directly. Monitor customer interactions and generate statistics. Sync with CRM data for real-time updates.
Manage tasks with real-time updates and offline access. View work orders, track time, and access customer information. Receive in- notifications and update job statuses. Sync data with the Salesforce1 platform for centralized management.
Track tasks, manage schedules, and coordinate field
Manage field technicians with real-time task assignments and job tracking. Log service reports and update job statuses. Coordinate schedules, track inventory, and send invoices directly from the field.
Technicians receive real-time notifications and track open incidents. They can update incident statuses, add notes, and access tickets. Employees can submit requests and view support resources.
Administer protection plans, file claims, and check claim status anytime. Submit photos and videos of issues for faster resolution. Connect with furniture care specialists and technicians directly.
Create and update work orders and estimates. Upload before and after images. Collect customer signatures upon completion. Email invoices and process payments. View work orders in multiple formats. Track technician locations in real time.
Create and assign , track completion status, and manage asset health insights to prevent equipment failures. Log maintenance activities, set reminders, and access real-time updates across devices.