View work schedule and book shifts. Apply for leave and send notices of interest. Read and send Qmail, view news posts, and access colleagues' contact info. Execute tasks, punch in/out, and manage time reports.
Manage customer data with contact records containing details, notes, tasks, call history, and messages. Add or update customer information, set reminders, and receive alerts. Access tasks and notes on-the-go.
Manage client appointments and contact information. Create, email, and print . Track accounts and visualize invoice details as they are entered. Sync with client data for efficient scheduling and billing.
Documents into clear PDF or JPEG files. Crop and enhance scanned images automatically. Email, print, or save files to cloud storage. Share scanned documents directly from the .
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
Manage business operations with a dashboard displaying key data. Schedule jobs, estimates, and clients. Send invoices for payments. Accept payments and collect tips. Add employees or subcontractors. Track leads and manage company workflows.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Measure rooms, doors, windows, countertops, cabinets, tubs, and showers to create accurate plans. Calculate area and dimensions automatically. Generate project estimates and export plans for collaboration.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
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.