Create and send professional invoices, quotes, and estimates in PDF format. Generate sales reports and manage multiple companies. Import or export product data. Email or print invoices instantly. Track work orders and manage business transactions.
Manage Cat equipment with personalized tools and service recommendations. Access operating manuals and maintenance schedules. Diagnose fault codes and view real-time health, fuel, and usage data. Track orders, purchase history, and request service.
Manage sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
Perform warrantable repair pre-authorizations, capture and share photos for part return processes, submit field product reports, access workbench, look up vehicle recalls, and include images or video in all modules.
