Access and customer messages from iPhone or iPad. View all interactions in one place. Reply to messages, categorize contacts, and manage customer inquiries directly within the .
Manage sales pipelines, track leads, and monitor performance metrics. Assign tasks, update customer information, and access real-time reports. Sync with web-based backend for data entry and team collaboration.
Optimizes routes for field sales agents in real time. Learns from past trips to suggest efficient paths. Integrates with calendars and maps. Provides estimated travel times and fuel costs.
Create and send invoices, estimates, and . Process payments securely. Manage product inventory. Build and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Manage employee information with real-time updates and personalized content. Access training materials, schedules, and operational guidelines. Receive automated notifications and updates. Sync data across devices for consistent access.
Notify about safety issues and sales opportunities
Track propane and heating oil tanks with real-time geo-location, safety status, and maintenance details. View mailing addresses and tank size. Receive instant notifications with photos and incident details.
View live video feeds from up to six cameras connected to video servers. Navigate between camera feeds and access recorded footage. Receive alerts for motion or activity. Contact support for additional features and setup.
Manage leads and projects in real time. Track sales pipelines and view commission details. Communicate with customers and schedule follow-ups. Access performance analytics and sales data on mobile devices. nd view reports for sales performance.
The app calculates Canadian sales tax for any province or territory, including GST, PST, QST, and HST. It features a calculator, supports all currencies, and remembers the last selected province.
Track leads and sales with Cozy. Create quotes, manage customer data, and monitor sales progress. Log door knocking activities and view rankings on a leader board. Set goals based on performance metrics.
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.