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Frequently Asked Questions
How do I create and send quotes to clients?
You can easily create professional quotes from the "Quotes" section, as shown in your dashboard. You can manage their status, see the conversion rate, and view the total value of all your quotes in one place.
Is there a mobile app for my field team?
Yes, we offer a mobile app. This allows your team to access their schedule, view job details, and update their status from the field, ensuring real-time project monitoring.
Can I integrate this platform with my existing tools?
Absolutely. Our platform supports seamless integration with popular tools like email marketing platforms, calendars, accounting software
How does the platform help with client management?
You can manage all your client information in one central location. The quotes list, for instance, shows the client's name (e.g., "TestUser Demo") directly next to their quote, making it easy to track interactions.
What key features does the platform offer to help run my business?
Our platform includes a range of features such as client interaction tracking, Quoting, Job Management, AI Agent to automate these processes
Is this platform suitable for a small business like mine?
Yes, our platform is designed to be scalable and is perfectly suitable for as small as 1 person businesses . It helps you organize your operations and grow your business efficiently.
Is my data secure on your platform?
Absolutely. We use end-to-end encryption, regular security audits, and secure cloud storage to ensure your data is always protected.
How can I contact customer support?
You can reach our support team via live chat, email, or by submitting a ticket through your CRM dashboard. We’re available 24/7 to assist you.
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