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Projects & service.

Coordinate projects, field work, recurring services and support requests.

WHAT'S INCLUDED

Explore the capabilities.

Built to keep related work and information connected across your business.

01

Projects & contracts

Connect work, people and financial records around each project.

  • Project tasks, team assignments and time entries
  • Customer, quote, invoice and expense links
  • Progress and financial tracking
  • Recurring-service contracts, visits and billing schedules
02

Job cards & service operations

Plan and document service work from scheduling to sign-off.

  • Service templates, scheduling and technician assignment
  • Tasks, checklists, time logs and materials consumed
  • Customer or supervisor approvals
  • Service reports and PDF generation
  • Automatic creation of due recurring jobs
03

Support tickets

Keep requests and conversations organized.

  • Ticket categories, priorities, status and assignment
  • Customer and contact association
  • Messages, attachments and activity history
  • Support teams and configurable settings
LET’S TALK

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