Book clients, schedule appointments, track invoices, coordinate
Manage client bookings and appointment scheduling. Track invoices and payments. Log travel and mileage expenses. Organize receipts and paperwork for tax preparation. Set reminders for deadlines and client follow-ups.
Connect to servers via SSH or Telnet with username/password or key authentication. Manage files using SFTP for viewing, uploading, and editing. Store and manage encrypted private keys in supported formats.
The app allows Partner Signing Agents to manage business on a mobile device. It enables agents to track appointments, accept or decline available appointments, and access client information.