Manage accurate stock levels at different locations, schedule timely procurement, store frequent stock transactions, create estimates/invoices with stored items, add images, vendors and specs to your inventory, create purchase orders, efficiently adapt and analyze stock movement patterns.

Integrate multiple payment platforms, maintain open invoices, have customers make payments to directly from invoices, make payments via desktop and mobile app, follow up messaging for unpaid invoices, automatic expense/fee calculation, automated inventory updates, and keep accurate accounting records.

Send and generate documents easily, customize e-docs with pre-designed document templates, electronically sign documents, store paperwork, maintain records, receive notification upon signature, and filter access permission for your documents.

Utilize templates that allow for customizable invoices, create different packages for services/products for invoices, customize each field, and modify/revise invoices at a later date.

Make phone calls, set up recordings, create SMS messages, maintain your voicemail box, view complete call history, including incoming and outgoing phone calls, search all contacts and phone calls by phone number, maintain and check a balance and purchase new phonelines, and assign certain contact numbers to team members for outreach/follow up calls.

Lists all employees and their clock in/out times for each specific workweek, displays total hours worked and payroll amount, filter searches by team member name to see individual hours and payrate, easily clock in and out with bar icon, allows employers to view screenshot activity of all employees clocked into the system, and features a time limit function for automatic clock outs after prolonged inactivity.

Get a bird’s eye view of your on-field representatives, free technicians from the need to check in on employees and contractors with manual status updates or calls, accurately track the hours of team members, easily filter searches for team members or projects, and gain clear insight to the duration of a particular project.

Monitor each in-office employee’s progress from their computers, track mouse movements, Internet data, and view automated screenshots of daily work activities, timeclock integration allows for automated clock out of any employee who has remained, and manage payroll more efficiently.

Create new field jobs for employees with ease, assign jobs to employees based on the service needed, create a title for each job and assign specific clients, write full descriptions and requirements for each job detailing what must be accomplished, fully detail time frames by adding specific start/end dates and times, create recurring jobs, notify clients of job appointments and other details, and attach invoices.

Assign specific tasks to employees, set up timeframes with specific start/end dates and times, set the level of priority on each individual task, indicate “one-time” or recurring tasks, post notes and add files that are imperative to each specific task, segregate your employees based on teams responsible for a particular task, get updates on the status of tasks, review deadlines, receive task reports, and maintain expense tracking.

Schedule reports to run at a set time with results sent directly to your inbox, create filters via dates and keywords specific to the report, observe all movement within the database, and create based on estimates, invoices, products, payments, tasks, documents, profit, loss, etc.

Keep track of all tasks and appointments via daily, weekly, or monthly settings, display a linear list of all upcoming events, tasks, and jobs, click on a specific day and time to create events, reminders, and tasks, edit and review items as needed, view tasks, jobs and events assigned to a specific team member, and filter the displayed listings by type.