Track expenses and identify tax deductions to increase earnings. Automate quote follow-ups and manage payments to close more jobs. Collect tips and fees, sell add-ons, and offer recurring services.
The app provides details of customer accounts, products, product availability, and order history. It allows orders to be created via screen selection or a Bluetooth barcode scanner.
Calculate percentages, tips, and discounts with customizable formulas. Input values to determine final prices or savings. Generate pie charts for visual representation. Convert fractions to percentages and calculate sales tax or markdowns.
Trade stocks, ETFs, and options with zero commission fees. No fees on options trading. Access markets Monday to Friday. Subscribe to IPOs with one click. View real-time quotes and order execution. Manage portfolios and track performance.
Track real-time by analyzing Amazon fees, PPC spend, and return costs. Manage inventory levels and process refunds for damaged items. Automate email campaigns for reviews and feedback. Monitor performance through customizable time-based dashboards.
Calculate payments for new homes or refinances, including FHA, Conventional, Jumbo, Rural, and VA loans. Perform affordability checks to determine loan size. Scan and save documents within the .
Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
Manage service tickets and track progress from request to resolution. Create and share feedback forms. Receive real-time updates and notifications. Integrate with customer accounts for seamless service history access.
Open an account, register, and trade securities. View real-time market data and stock prices. Place and manage orders. Track portfolio performance. Receive notifications and alerts. Access account statements and transaction history.
Centralize sales, customer, and product data in one dashboard. Track historic and real-time transactions. Generate tailored product recommendations for sales reps and channels. Optimize order value and reduce rep time on low-margin pursuits.
Calculate profit, margin, cost, or selling price with VAT options. Switch between calculation methods using tabs. Adjust inputs to reflect different pricing scenarios. Display results instantly without manual formulas.
Calculate monthly payments for mortgages, car loans, and credit cards. Adjust for insurance, property tax, and HOA fees. View payment breakdowns and compare loan terms. Sync with other financial tools for comprehensive planning.