Estimation & Appointments
A solution created for a carpet and flooring company, this app allows teams to collect initial customer info, book an appointment, and fill out onsite estimates all digitally from any device.
This app makes it easy for employees to upload receipts and create expense reports. Connected to Office 365 Active Directory, the reports are automatically routed to the employees supervisor for approval and then to accounting.
After accounting reviews and approves, the expenses are automatically uploaded to their accounting system.
Sales & Billing Tracker
A sales team was having a process issue with their sales and billing workflow that was requiring hours of administrative work, taking away from time spent selling.
This solution allows them to easily price out projects, track client contract statuses, and submit billing to the finance team.