Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.
View and annotate PDFs with notes, highlights, underlines, and strikeouts. Find text and bookmark pages. Convert images to PDF, scan documents, fill and sign forms. Share files and add signatures to documents.
Create and edit digital to collect and send data to supervisors or managers. Automatically validate and lookup information for accuracy. Streamline data collection and sharing within an organization.
Notify about safety issues and sales opportunities
Track propane and heating oil tanks with real-time geo-location, safety status, and maintenance details. View mailing addresses and tank size. Receive instant notifications with photos and incident details.
Scan documents, receipts, and notes with automatic edge detection and clarity enhancement. Edit text, add highlights, insert shapes, and annotate PDFs. Sign and share files directly. Read and organize PDFs with intuitive tools.
Track maintenance jobs and create inspection forms remotely. Notify team members and access data offline. Generate reports to identify equipment trends. Replace paper-based processes with digital workflows.
Upload and edit with signature fields, initials, dates, and text. forms with contact info or images. Send signature requests and track completion status. Save and share signed securely.
Create digital from existing documents. Add calculated fields, signature capture, and image attachments. Edit and send as PDF. Integrate with cloud storage for file sharing. Set up templates for recurring documents.