Login Screen

Calendar

Customers

Tasks

Invoices

Estimates

Service Agreements (available in Pro Plan only)

Work Orders & Work Pool

Settings

Login Screen
​Toggle password viewing on/off

From the Calendar
​Add a new Work Order, Customer, Task or Estimate
​View estimates, blocked time, and tasks
​View multiple service routes

From the Calendar - List View, Map View
​List View shows the Work Orders as they've always been shown
​Map View shows a map with pin drops representing each stop
​The color of the pin drop matches the status color of the Work Order
​Tap a pin to open the Work Order
​ Note If a service location address is incorrect it does not appear in the map

From Customers
​Filter a search by Status, Date Added, Tags, or Postal Code
​Add a customer with Tags and Send Reports Automatically switch
​View all the details of a Work Order history including, PDF forms, device scans, photos, diagrams, units, signatures...

From Tasks
​Create a Task
​Filter a search by Status, Task Type, Assigned to, Due date, Calendar date, Related to, and Related ID
​Sort Tasks from oldest to newest and vise-versa

From Invoices
​Filter Invoices by Customer and Location
​View Invoice PDF and print it, or email it
​Sort Invoices from oldest to newest and vise-versa

From Estimates
​Create and schedule an Estimate
​Filter a search by Customer, Location, Status, Date from, Date to, and Technician
​View an Estimate PDF and print it, or email it
​Sort Estimates from oldest to newest and vise-versa

From Agreements (available in Pro Plan only)
​Create and schedule an Agreement
​Filter a search by Customer, Location, Status, Type, Date, Sales rep., and Renews
​Sort Agreements from oldest to newest and vise-versa
​From within an Agreement, schedule Initial and Recurring Work Orders, have customer Review and Sign, and email it

From Work Orders
​Create and complete a Work Order
​Filter a search by Start Date or End Date
​From within a Work Order, reschedule it, edit and copy Service Instructions, copy Location Notes, add a PDF file and edit a PDF file without a third-party PDF editor
​Sort Work Orders from oldest to newest and vise-versa

From Settings
​Track Technician Route, including Background Tracking
​Determine image quality (strongly suggest keeping it low)
​Control in-app sounds
​Clear the cache for static lists

iOS iPad users running iOS 13
​Split screen viewing and portrait/landscape usage