Integrations
Built for the CRM you already use
BOSS
Limited
Capability breakdown
| Feature | | | | | | BOSS | |
|---|
| Setup | |||||||
| Fetch branch information | |||||||
| Fetch technician information | |||||||
| Fetch services information | |||||||
| Win-Back | |||||||
| Identify cancelled customers | |||||||
| Send contracts for service | |||||||
| Track contract signing | |||||||
| Schedule appointment | |||||||
| Send payment update link | |||||||
| Confirm payment updated | |||||||
| Upsell | |||||||
| Identify upsell audience | |||||||
| Send contracts for service | |||||||
| Track contract signing | |||||||
| Schedule appointment | |||||||
| Reschedule appointment | |||||||
| Set target treatment | |||||||
| Write appointment notes | |||||||
| Write account notes | |||||||
| Smart Reminders | |||||||
| Identify upcoming appointments | |||||||
| Mark appointment confirmed | |||||||
| Reschedule appointment | |||||||
| Write appointment notes | |||||||
| Inbound Voice | |||||||
| Check service area coverage | |||||||
| Look up caller in CRM | |||||||
| Send new customer contract | |||||||
| Book appointment | |||||||
| Reschedule appointment | |||||||
Supported
In development
Not available
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