Create service call quotes with equipment selection, detail input, and media attachments. Automatically select inventory and set location-based pricing. Template quote letters for customer approval onsite. Generate service calls with attached quotes.
Access real-time market quotes, orders, and brokerage rankings. View advanced technical charts with various indicators. Track "My Portfolio" updates in real time. See top 20 active stocks and index components. Retrieve foreign exchange quotes.
Manage accounts, view balances, and transfer funds
Manage finances with account balance checks, transaction history access, and portfolio tracking. Buy and sell securities, view order status, and cancel orders. Open investment accounts remotely and assess customer suitability.
