Configure your business work flows and setup rules under you operate.
Customize Your Workflows
Set your margin, markup, and set tags. Customize your filters, business cards, proposals, and invoices.
Create multiple service areas. Assign your employees to service areas based on what areas they should cover and manage schedules accordingly.
Skills & Grades
Keep track of certain skills your employees have. Create a customized grading system for them. Use it to find the perfect match employee when scheduling.
Digital paperwork in one place. Manage your service agreements, agreement versioning and choose the templates that will be used for specific work order types (fixed, hourly and on site).
Configure automatic customer notifications and reminders related to work appointments, Invoicing and job progress. Increase show rates, conversion and client satisfaction.
Custom Roles & Permissions
Create roles and permissions for different employees based on what they should and shouldn't have access to.