Filter existing Contacts, view existing Contact Details, view Documents, and send text messages.
Add new Opportunities, filter existing Opportunities, view Opportunity Details, and access to the following Opportunity Tabs:
History
Documents
Cleaning Information
Areas to be Services
Account Activities
Cancellation
Charge
Credit
Crew Change
Decrease
Increase
New Account
Other
Paper Supply Order
Re-Start
Tickets
Plan Account
Generate Proposal
Management Activities now include:
Activity Summary
Regional Snapshot
Volume Owed Summary
Accounts Refunded
Accounts Receivable
Franchisee Notes Summary