iPhone Screenshots
Description
With tracking, KPIs, workflow & mobility, your sales team is better equipped to reach their targets.
CRM & Sales:
- Capture new leads & prospects
- Sales Workflow
- Search for nearby customers based on your Geolocation
- Manage your customers, sales, call logs & appointments on the go.
- Add voice notes to call logs and meeting minutes
Quotes
- Create new quotes, view and send
- Multiple Pricelists
Geo Tracking
- Track your daily travel
- Auto track your hours worked each day
Timesheets
- Capture time against projects and work codes
- Set billing status
- Capture notes on each timesheet
- Reporting
- Real time monitoring
Expense Claims
- Capture and view
- Seamless approval process
- Take photos of your slips and receipts and attach them to your claims
- Reporting
Leave
- Capture your leave
- Add images to your leave request
- Approve leave
- Process Flow
- Up to 3 levels of approval
Jobs and Field Services
- Navigate to Job
- Add images
- Add multiple Forms
- Link Assets to a job
- View Job Card
- Job sign off on glass
- Reporting and process flow
- Integrated communication
- Job scheduling
- Automated billing
Tickets
- Create new tickets
- Update ticket progress
- Complete checklists