Product
Engineers punch, visit, service, and quote from the phone. Admins and finance use the console for the map, fleet, pipeline, and claims. Customers do not need an account.
Intake, assignment, digital close-out.
Attendance, location, expenses.
Install base and contract dates.
Self-visit, leads, quotes.
Assets
AMC / CMC coverage
PM due and overdue
Workforce
Engineers on duty
Map + timeline
Field sales
New → Won pipeline
Quote review
Operations
Visits and services
Attendance hours
Prism
Today
Attendance
Hold to punch in
My tasks
Assigned jobs
Self-visit
Check in at site
My leads
Pipeline on the route
Expenses
Claim from the field