Scan VIN numbers to upload vehicles to DMS. Upload driver's licenses to add customers to DMS. Access full inventory details including vehicle description, mileage, and pricing. Search inventory to find vehicles for customers.
Create professional invoices, estimates, and receipts quickly. Add logos, signatures, and taxes. Itemize services, set rates and quantities. Export as PDF for email or sharing.
Offer five pricing options for HVAC, plumbing, and electrical services during service calls. Guide customers through interactive steps to present repair choices. Track service summaries and manage projects.
Manage client appointments and schedules with integrated contact information. Create, email, and print invoices for services. Track important accounts and visualize invoice entries.
Trade stocks, futures, and options with real-time price data and order execution. Monitor portfolio performance and track market trends. Access research reports and analyze historical data. Place limit and market orders.
Help manage business finances by pricing merchandise, calculating contribution margins, and determining gross profit. Users can compute loan payments, track inventory costs, and analyze profit margins.