Manage operations with scheduling, dispatching, and team coordination. Edit schedules from any device, set recurring jobs, assign tasks, and update technicians in real time. Track appointments, send jobs to tech calendars, and manage arrival windows.
Schedule jobs and send invoices directly from the . Create and share quotes for client approval. Track payments and manage dispatching for teams. Integrate with accounting systems for streamlined billing.
Manage expenses by capturing receipts with the device camera and reviewing submitted claims. Access real-time financial and operational data from any web browser on iOS devices. Track inventory, sales, and purchases across departments.
Check account details, manage billing, track service status, and receive outage notifications. Contact support via messaging with 24/7 availability. View service updates and submit service requests.
Create and send professional invoices to customers. Send estimates and set up clients from contact lists. Save product or service details for faster invoicing. Track invoices and manage finances on the go.
Manage jobs from lead to payment with task tracking, invoicing, and payment processing. Schedule technicians and view real-time job status. Access customer history and send quotes or estimates.
Manage jobs with digital job cards, track staff locations, and send client emails and texts. Create quotes, log job notes and photos, and handle online bookings. Schedule tasks and manage assets through the .
Track work orders and manage schedules. Log equipment status and maintenance history. Receive real-time updates and communicate with team members. Access job details and submit reports directly from the .
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.