Keep every account in one place — contacts, locations, notes, and the employee assigned to it. Simple enough to update on the move, structured enough to never lose track of who owns what.
Contacts & locations
Phone, address, and map location for every client, ready for the next visit.
Ownership
See which employee is assigned to each account, so nothing falls through.
Field notes
Jot context against a client and have it there next time, online or off.
How it works
- Step 1
Add a client
Capture contact, location, and assignment in seconds.
- Step 2
Assign an owner
Tie the account to the responsible employee.
- Step 3
Visit & note
Update notes from the field; everything syncs back.
Product preview coming soon
Put Clients to work in the field.