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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