Dashboard 

Get a quick overview of what's going on in your company with information on:

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• Hot, Cold & Warm Leads

• Real time finances (Gross, Net, Profit)

• Real time tracking of job progress

• Upcoming callback dates per staff members

• Inter-company communications detail

• Manager task list 

• View your clients on a map (see your reach)

• Integrated Google calendar for scheduling 

Contact Management

Access detailed records on who's who and what they do. No matter the client, keep track all their information in one place.

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• Import/export contacts 

• Customize your sales process (make it fit your company)

• Manage cold, warm, hot, and closed statuses for all customers

• Communicate by email or text from inside the program 

• Track sales transactions for each contact

• Create jobs or events from a client

• Take notes and track changes made by staff

• Schedule callbacks and automatically generate last contact dates

• Send leads to sales pipeline

Job and Event Management

Create and maintain jobs for your clients with detailed overviews, real-time updates, and staffing information on all events.

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• Create a job/event in one fluid motion with our       job creation wizard

• Customize your jobs for your industry

• Create daily job logs with attachments and notes

• View all transactions and receipts 

• Assign and set tasks for employees 

• Track tasks and manage progress as they're completed 

• Communicate with assigned employees through email from the job page

• View clock in and clock out GPS details

• Complete and archive events

Employee Management 

Simplicity is key when it comes to managing your team. Get all the details you need entered fast, and update their information whenever you need.

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• Create and update employees at anytime

• Track payroll and set hourly rates

• Manage passwords and login information

• Keep track of personal information and start dates for all

Finances

Never lose track of your income and expenses for you and your clients

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• Realtime gross/net income and expenses

• See all job transactions and go to events from the same page

• Take a visual look at your sales with up-to-date graphs

• Select a date range to view specific financial details

Administrative Tasks

Set goals and due dates for you and your staff to keep yourselves on track to reach your finish line. 

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• Track open and completed tasks for each staff member

• Set priority for each task so your team knows what to tackle first

• Assign to staff members individually with completed and open tasks

Reports

Download and print your records whenever you need to. Select from the dates and benchmarks you're looking for, and get the information wrapped up in a pre-made document. 

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• View all customer benchmark reports

• View per job payroll reports by date range

• View employee payroll reports by date range

• Send your payroll to your CPA

Manage Your Managers

Give administrative access to your managers to help lighten your load and share responsibilities with your staff.

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• Create and manage employees & customize access

• Assign and update roles and abilities for each staff member

• Revoke access and edit current information