Manage contacts with an address book that syncs across devices. Track contacts through stages like finding, , and onboarding. Update notes, locations, and send texts, emails, or make calls directly.
Manage supply orders for plumbing, HVAC, electrical, and passive fire products. Create custom job lists with product names and quantities. Add items to a cart and place orders directly. Track inventory and view product details.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Coordinate and schedule candidate interviews. Send and receive email and text messages with candidates. Discuss, score, and vet candidates with your team. Drag and drop candidates through pipeline stages from apply to hire.
Track required in-office days, -from-home days, and time off in one place. View instant metrics like remaining in-office days and upcoming scheduled visits. Set flexible periods for weekly, monthly, or quarterly intervals.
Track site progress and send updates automatically
Manage construction projects with real-time site tracking and automated updates. Record observations and decisions with timestamps. Create formatted notes and send reports instantly. Track reserves and manage OPA data efficiently.