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Contacts Power Field Success

Contact Management

  • Centralize all prospect and customer data in one mobile location
  • Eliminate the need for manual record-keeping
  • Ensure field force has the right information at their fingertips
  • Effectively manage relationships and drive results
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Quote Smart, Win Business

Quote

  • Empower your field team to quickly create accurate quotes
  • Streamline the quoting process for efficiency
  • Reduce turnaround time for generating quotes
  • Enable faster deal closures on-site with prospects
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Mobile Deals, Real Results

Deals

  • Track all sales opportunities directly from the field
  • Provide real-time visibility into the sales pipeline
  • Enable timely follow-ups and efficient deal management
  • Drive deal closures with improved tracking
Streamline Payments, Boost Cashflow

Payments

  • Secure top-tier processing rates at 2.89% + $0.25 per transaction to maximize margins
  • Embed payment links directly into invoices to accelerate cash flow and reduce manual reconciliation  to streamline receivables
  • Accept all major payment types, including credit cards, electronic fund transfers (EFT), and more, providing convenience for your customers
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Mobile Scheduling, Optimized Work

Scheduling

  • Enable easy assignment of tasks
  • Provide real-time schedule updates
  • Offer clear visibility of schedules
  • Minimize travel time
  • Maximize productive work hours
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Simplify Field Time Reporting

Timesheets

  • Enable your field team to easily and accurately track work hours and activities
  • Streamline timesheet submission
  • Reduce time tracking administrative overhead
  • Ensure precise labor cost tracking for project management & payroll.
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Mobile Tasks, Clear Action

Tasks

  • Empower your field force with a mobile hub for viewing, updating, and completing assigned tasks
  • Ensure accountability with task management
  • Provide real-time visibility into task status
  • Gain improved efficiency & enable effective workflow management
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Optimize Travel, Maximize work

Route Optimization

  • Automatically generate the most efficient travel routes for your field team
  • Minimize drive time and fuel costs
  • Optimize schedules and visit sequences
  • Allow workforce to complete more appointments
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Mobile Chat, Unified Workforce

Chat

  • Empower field workforce with a direct line of communication
  • Enable seamless collaboration and real-time information sharing
  • Foster a connected team environment
  • Improve coordination among team members
  • Ensure everyone has the latest updates
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Mobile Content, Informed Field

Content Management

  • Empower field team with instant mobile access to documents, guides, and training materials
  • Allow for central management and distribution of content
  • Guarantee brand consistency across the field workforce
  • Eliminate reliance on outdated resources for the team
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Digitize Forms, Streamline Work

Forms

  • Enable efficient field data capture
  • Replace paper forms with customizable standardized digital versions
  • Eliminate manual entry of data& improve data accuracy
  • Accelerate information flow & allow for immediate data access
  • Empower the team to complete and submit forms/reports electronically in real-time
Connect your Business ecosystem

Integrations

  • Powered by Google Cloud for enterprise-grade performance and security
  • A two-way API sync with QuickBooks Online ensures your financial data is always current and accurate
  • HubSpot integration unifies your CRM and field operations for a complete view of your customers
  • Ensure all of your critical business applications work together, connected to our platform through a simple and powerful Zapier integration
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Real Time Team Visibility

Locate

  • Gain real-time visibility into the location of your entire field team
  • Enable optimized dispatching of field personnel
  • Enhance overall operational efficiency
  • Obtain critical insights for better resource management
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Control Assets, Boost Productivity

Asset Management

  • Maintain a real-time inventory and location of all critical assets directly from the field
  • Empower your team to access asset details, maintenance history, and perform inspections on their mobile devices
  • Provide enhanced tracking and control of assets & reduce asset loss
  • Streamline maintenance workflows
  • Improve overall asset utilization and lifespan
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Field Audits Ensure Compliance

Audit & Compliance

  • Conduct thorough audits and compliance checks efficiently in the field
  • Ensure consistent data collection during audits
  • Reduce paperwork associated with compliance checks
  • Improve the accuracy of audit results
  • Achieve better compliance adherence with digital tools
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Web Dashboards, Field Insights

Dashboard

  • Centralize all prospect and customer data in one mobile location
  • Eliminate the need for manual record-keeping
  • Ensure field force has the right information at their fingertips
  • Effectively manage relationships and drive results