Features
Job and Activity Management
The core of the app, this section lets you create, assign, and manage jobs and activities for each yacht and customer. Photos can be taken and attached to jobs to show before and after work, enhancing transparency with your clients.
Leads Management
Capture potential client information easily, including phone, email, and notes for accurate follow-up. This section allows you to email a customer authorization form via DocuSign. Once signed, the information automatically populates the client details and converts the lead to a customer, saving you valuable time.
Customer Information
Store all relevant customer information including addresses, phone numbers, emails, and customizable fields to fit your business needs. This ensures all client data is easily accessible and manageable.
Yacht
Details
Maintain detailed information about customer yachts, including location, key instructions, and serial numbers for engines and equipment. This section is customizable, allowing you to add or remove fields as necessary for your specific requirements.
Parts Request
Technicians can request parts directly from the mobile app, including part numbers and photos to ensure accuracy. This feature integrates with job management, ensuring all parts and labor are accounted for in the invoicing process.
Employee Management
Keep important team member information, such as Social Security numbers, driver’s licenses, salary details, and emergency contacts, organized and secure. Documents like W9 forms and certifications can also be stored within the app.
Time
Cards
Automate employee timecards with geo-tracking for accurate time management. Time worked on each job is tracked and can be directly added to invoices, ensuring no billable hours are missed.
Reporting
Generate customized reports to track jobs, employee time, customer data, and leads. This feature helps you analyze and optimize your business operations.
Invoicing
Easily send invoices directly from the app via QuickBooks Online. The app integrates job details, parts, and labor hours, streamlining the billing process and ensuring timely payments.
Geo
Tracking
Know where your mobile technicians are at all times. Team members can also see each other’s locations to facilitate efficient communication and collaboration, enhancing team productivity.
QuickBooks Online Integration
Our app bridges seamlessly with QuickBooks Online, allowing for two-way communication. Send invoices directly from the app and sync with QuickBooks for up-to-date financial information.
Document Storage
Store important documents online securely. Attach files to individual boats, customers, employees, or company records for easy access and organization.