CRM | - Rapidly and efficiently view all prospects, leads, and opportunities, assigned to you
- Manage and track lead and opportunity progress
- Sort prospects and customers by location to quickly ascertain who is nearby
- Create new prospects and new opportunities on the fly
- Update prospect and customer records
- View all customer activity:
- Whole goods sales
- Equipment rental activity
- Power Systems activity
- Product Support activity
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Rental | - Update equipment location
- Update equipment hour meter readings
- View available and committed rental equipment
- Complete a rental inspection
- Ship rental equipment
- Receive rental equipment
- View rental history
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Service | - Download activities and complete your work in a disconnected environment. When you are back in range (either cellular or wi-fi) your phone will sync these activities in the background:
- Clock in/clock out of individual segments
- Update hour meter readings
- Enter notes
- Review equipment or component warranty status
- Obtain customer signature
- Take and attach photographs to a segment
- Complete an inspection using a checklist
- Complete a service report
- Automatically notify your manager when a segment is completed
- Generate upsell activities for additional repairs by creating additional segments and sell them on the spot
- Record measurements, pressures, speeds in real time
- Photograph, video and share phenomenal issues with technical support
- Order parts
- Create purchase orders for miscellaneous materials charged and priced directly to the segment
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