Manage customer inquiries with instant messaging across multiple channels. View and reply to messages in real time. Consolidate communications into a single dashboard. Transfer chats to team members for collaborative handling.
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.
Capture and manage lead information by scanning badges, business cards, or manual entry. Add text notes, audio notes, and tasks to each lead. Sync records to a server and export as PDF. Assign leads to team members for follow-up.
