Access customer and contact information, create and update sales documents. View inventory details and quantities. Sync with Microsoft Dynamics GP for real-time data. Manage sales tasks on devices.
Manage jobs with real-time task assignment and tracking. Clock in and out using time tracking and geo-fencing. Communicate with teams and vendors through centralized messaging. Monitor project progress and team locations.
Manage customer requests and track service progress
Manage customer interactions with CRM tools and track job progress. Generate professional quotes and invoices. Create pricing estimates using AI. Schedule jobs and send SMS follow-ups. Analyze business performance with reporting features.
Manage tasks, track progress, and collaborate securely
Manage business operations with customizable tools for service-based companies. Track appointments, manage contacts, and generate reports. Integrate with calendars and send automated reminders. Scale features as business grows.
Manage assets with lifecycle tracking, schedule maintenance, and handle rental and leasing processes. Monitor field service activities and integrate with NetSuite CRM for streamlined operations.
Receive service tasks for electric scooters and monitor vehicle status. Track task progress in real time. Complete tasks to earn rewards. Manage fleet locations and update vehicle statuses through a user-friendly interface.