1.Lead Management (CRM)

• Increase your win-rates by up to 70%
• Share notes between sales and service teams
• Automate customer communication
• Create and send estimates faster
• Built-in marketplace to buy more leads

2.Estimates and Quotes

• Fully-customizable design
• Add your logo and terms and conditions
• Works on mobile and desktop
• Integrates with QuickBooks Desktop ® & QuickBooks Online ®
• Faster estimates using templates (item groups)
• Automated online customer approvals

3.Online Booking

• Increase online bookings
• Can be added to any existing website
• Customizable design and confirmation
• Check availability in real time
• Automated appointment reminders

4.Workflow Management

• Complete visibility over your workflow
• Track each stage of a job from start to finish
• Customize your workflow stages
• Mirror your current workflow
• Automate your workflow

5.Job Management

• Manage your jobs more efficiently
• Quickly see the current status of every job
• Create your own custom forms and punch lists
• Replace paper with an easy-to-use mobile app
• Easily track time spent on a job
• Set up one-time and recurring jobs

6.Recurring Jobs

• Easily schedule a series of recurring jobs
• Free up your time replicating details
• Eliminate risk of forgetting about jobs
• Automate staff and customer reminders
• Deliver customer invoices automatically

7.Scheduling & Dispatch

• Visibility over everyone’s availability
• Quickly schedule field technicians
• Automated assignment notifications
• View job and customer details
• Eliminate overbooking and underbooking
• Google Calendar Integration

8.Drag and Drop Calendar

• Drag and drop scheduling
• Quick reassignment of jobs
• Text and email change notifications

9.GPS Tracking

• No expensive hardware needed
• Use any iOS or Android device
• Google Maps integration
• See your team and jobs on a map
• Create reports to view location data
• Low-battery usage design

10.Live Mapping and Map View Routing

• Real-time, turn-by-turn directions
• Tech and job locations in real-time
• Map view job assignment
• Efficient route planning
• Google Maps integration

11.Custom Forms

• Easy-to-use custom form builder
• Fill out custom forms on web or mobile
• Field data syncs back to the office
• Customize forms
• Create multiple custom forms
• Organize fields into groups

12.Staff Communication

• Integrated messaging system
• Automated appointment push alerts
• Automated email and text alerts
• Customizable email and text templates
• Simple job updates by text
• Log of all communications

13.Text Message Dispatching

• No smart phones needed
• Dispatch jobs through text message
• Field techs can send updates using text
• Real-time updates on your dashboard

14.Inventory Tracking

• Gain visibility over your inventory
• Set on hand amounts and reorder points
• Used parts are automatically deducted
• Get low-inventory level notifications
• Import your items list from QuickBooks

15.Multi-Location Inventory Tracking

• Configure multiple locations, including trucks and warehouses
• Assign all inventory to a location
• Set reorder points by location
• Get location-specific low inventory warnings
• Assign staff to a location
• Used parts are automatically deducted