CRM(Customer Relationship Management) Tools
Manage Client Profiles
Invoicing
Property Management
Lead/Prospect Management
Lead Capture Forms (Integrate into Website)
Form Builder
Estimates/Proposals
Employee/Contractor Management
Vendors and Suppliers
Notes and Attachments
Emailing and SMS Notifications
To-Do Lists
Sales Tracking
Multi User Permissions
Picture, Document Video Storage
Encryption Security
Backups
Import Export Tools
Mac and PC Compatible
Client Portal – Integrate Into Your Own Website
Credit Card Processing
Online Mapping Tools
Unlimited Support
Scheduling
Dispatch Calendar – Customizable
Dispatch Board – Customizable
One Time & Recurring Scheduling
Mapping Tools
Assets/Employee Tracking
Accounting
Automated Invoicing – Charge monthly for your custom pricing
Contract Management
Credit Card Charging
Customer Balances/Payments
Time Tracking/Time Sheets
Mobile App
Available in iTunes App Store and Google Play
Mobile Office – basic client management and scheduling
Customer Profile Management
attach documents, pictures, videos
Request Quotes
Request Services
Custom SMS Notifications – Alert Weather Delays
GPS Tracking – Employee/Contractor Tracking