Keep a shared customer history
Customer and property records connect related leads, service history and private files.
Give the office and team a common place for customers, files, assignments and job status instead of rebuilding context at every handoff.
Customer and property records connect related leads, service history and private files.
Assign crews, equipment and tasks, with sensitive HR information reserved for owners.
Use a browser-based workspace with daily, weekly and monthly job views and explicit status updates.
Offline access and a dedicated native field app are not part of the current release.
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