Every role sees what it needs. Sales works with leads and surveys, installers see assigned jobs, and managers keep the wider operational view.
A different experience for every role
The app is not simply a smaller desktop CRM. Navigation and actions are designed around work performed away from the office.
- Sales: leads, diary and surveys
- Installers: jobs, photos and materials
- Managers: availability and operational control
Attendance and time linked to jobs
Clock-in, breaks and clock-out can use GPS, while customer time, travel and journeys remain connected to scheduled work.
- GPS position and locality
- Manual location when signal is unavailable
- Leave and absence requests