Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
Access account information, customer notes, and transaction history via Wi-Fi or 3G. Check pricing, view stock availability, and place orders directly. Conduct stock checks, create replenishment requests, and manage customer interactions.
Select garage doors and customize options. Add markup, labor, and taxes. Generate quotes or place orders. Share quotes with customers or submit orders directly.
