Access sales data and manage orders, quotes, invoices, and credit memos. Create and edit sales documents. Check open invoices and orders. Communicate with customers and contacts. Schedule planning tasks. Set user access levels for order portals.
The app provides field management software for businesses. It offers real-time task allocation, job tracking, and simplified invoicing on an intuitive platform.
Technicians can view assigned jobs by date or calendar. Access full job details including , client information, address, and time slot. Confirm diagnostics with a client signature on the device. Submit diagnostic results, parts, and labor costs.
Manage service tickets and track progress from request to resolution. Create and share feedback forms. Receive real-time updates and notifications. Integrate with customer accounts for seamless service history access.
