Use direct communication between your ERP - Mais Prático (PC) and your Mais Prático - Mobile (App) to:
Manage Customers;
Creation of budgets;
Service Orders (F.S.M);
Budget management with follow-up (scheduling) of errands;
Scheduling visits (Follow-up);
Agenda Management (Follow-Up);
Check-in (arrival control with geolocation);
Check-out (exit control with geolocation);
Cancellations of Visits;
Integration with camera to store images for ERP client attachments;
Budget Indicators by Sub-Status;
Attach any files to the customer's registration;
Attach files to the Budget;
Check-in/Out for Suppliers;
Management of authorizations per user (Autonomies, see values, create budgets);
Separate autonomy for Drivers in the CRM linked to ASSIGNMENTS;
Opens the Doctor/Client registration through the Follow-Up screen;
For ERP – Mais Prático Medical: in the completed quotes, it shows whether it was converted into a Voucher and the date of the Surgery;
Management of Doctors and their data;