User-Friendly Interface
Navigate seamlessly through tasks, teams, and timelines with a sleek, user-friendly design built for productivity.
Mobile Management
Run your field operations from your phone or tablet. Stay connected and efficient no matter where the job takes you.
Visual Task Board
See your team’s workflow at a glance. Use color-coded cards to track progress and prioritize work instantly.
Route Planner
Easily plan routes and appointments with built-in map views. Maximize efficiency and cut down travel time.
Timeline Scheduler
Drag, Drop, Deliver Plan, assign, and optimize timelines effortlessly with a visual Gantt chart. Prevent double bookings and boost coordination.
Flexible Calendar
Time, Manage your day, week, or month with a flexible, drag-and-drop calendar layout.
Execute large actions in seconds
Email, update, archive, or delete tasks instantly from a master task list.
Activity Dashboard
Track pending activities, plan next moves, and remove blockers with a real-time activity interface.
Unified Communication Hub
Collaborate with teams and clients in one place. Log calls, send messages, tag teammates, and attach files with ease.
Auto Task Generator
Create themselves from sales, forms, or support tickets—saving you time and reducing errors.
Email-to-Task Integration
Convert incoming emails into actionable tasks instantly with your own custom email alias.
Client Intake Forms
Capture client requests with branded web forms and funnel them directly into your task queue.
Sales-Triggered Tasks
Automatically generate tasks when a product or service is sold—no manual handoff needed.
Support Ticket Conversion
Turn support tickets into field tasks for immediate and effective resolution.
Time Tracking Tools
Use timers or manual input to log work hours directly from your task interface. Stay accountable, effortlessly.
Custom Worksheet Templates
Create dynamic templates to collect specific client data and present detailed service reports.
Recurring Task Scheduler
Automate repetitive work like maintenance, audits, or regular check-ins with scheduled task generation.
Client Portal-Full
Let customers monitor tasks, approve quotes, download reports, and pay invoices through a sleek self-service portal.
Detailed Customer Reports
Instantly generate and share detailed reports that include inventory, timesheets, and service summaries.
Digital Signatures
Fast- Get documents signed on the spot through the mobile app. No printing, no delays.
Product Catalog Manager
Add products or services to quotes and invoices with a single click from your customizable catalog.
On-the-Job Quotes
Generate quotes in real-time using pre-set templates and pricing rules.
Instant Invoicing
Turn completed work into invoices instantly, with hours and products already logged.
Inventory Accuracy
Assign default warehouses per employee and use serial/lot numbers to keep inventory always up-to-date.
Data Analytics
Create dynamic pivot tables and export directly to Excel to uncover insights and boost productivity.
Visual Reports
Choose from pie charts, bar graphs, or line visuals to highlight what matters.
Performance Insights
Drill Down with Data Slice and dice your task data with advanced filters and custom metrics to optimize performance.
Worksheet Performance
Get deep insights from completed worksheets to improve service delivery and spot areas for growth.
Client Feedback
Collect and analyze customer feedback to drive continuous improvement and client satisfaction.
Profitability Tracker
Measure margins and performance per project to ensure your field service is a money-maker, not a cost center.
