Manage jobs and business operations from anywhere with real-time updates on new jobs and schedule changes. Track communications between technicians and customers, review daily tasks, and handle administrative duties.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Update opportunities with real-time data entry and quick edits. Track deal progress and manage pipelines on the go. Set reminders and receive alerts for key milestones. Collaborate with teams through in- messaging and file sharing.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
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.
Manage leads, track projects, and organize daily tasks from the field. Log job details, set reminders, and access customer information. Sync schedules and update project statuses in real time.
Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Create estimates and invoices with customizable templates. Add images and descriptions to proposals. Accept payments via credit cards and PayPal. Send documents via email or SMS. Track payments and manage team activities.
View leads and client information on the go. Access job and contact details instantly. Receive real-time updates and sync with Tech CRM for consistent data across devices. Manage tasks and track progress within the .