A must have - Knowledge Bases for you and your customers
A full-screen mobile web app for staff on the go. Customers, tickets, invoices, estimates, mileage, and expenses with receipt photos, all in a touch-friendly interface that reuses your existing staff login.
Use this to sell your own modules. Uses Iframe or our websites shortcode, or just a direct page you can link to.
Adjust appearance of elements in the client portal.
Configure email notification triggers and customize the message for each one.
A polished dark theme for your entire CRM, with a one-click toggle in the header.
Upload a logo for each customer — shown on their profile, in the customer list, and in edit/add modals.
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