Capture tasks using voice-to-text input. Auto-assign trades and set due dates with AI. Attach photos directly to tasks. Share lists via email, text, or file without requiring an . Track completion status in real time.
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
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.
Create and complete USACE forms directly in the , exporting to fillable PDFs. Capture photos and GPS points/polygons with one device. Collect data online or offline with cloud storage.
Accept payments, register users, process transactions
Accept in-person payments using a mobile card reader. Process registrations and other transactions on-site. Manage payment data and receipts through the . Connect to a account for business use.
Capture data using smartphone or tablet. Save forms locally or email them. Visualize inspections on a map. Access a community forum to ask questions. Identify issues related to fire prevention, safety, maintenance, storage, and occupancy.