CRM – Enter CallsEasily keep track of Calls!In this tutorial, we show you how to enter a call in the CRM once you receive it.Once the call has been entered, you can then simply convert it to a lead or client.CRM - Calls
Service RequestsKeep up to date with clients!In this tutorial, you can see how to receive service requests from your clients 24/7 via the iBot Client App. With the iBot Client app, your clients have access to multiple features to keep them up to date.Service Requests
Creating Estimates and QuotesEasily Create Estimates/QuotesClick CRM, then Quotes to:Add Customer informationAdd Quote informationMeasure Property – lot size will total automaticallyAdd in additional information including automatic pricing and follow up dates.Estimates & Quotes