Call teammates and saved external contacts from the company line. Your phone rings first; customers and job contacts stay attached to their client or job record.

Every website and phone lead, newest first — call or email, then book from Scheduling. Quarantine holds submissions the spam trap wasn't sure about.

Open jobs with no visit on the calendar — the working queue for booking. Imported jobs land here until they're scheduled.

Every job carries a lifecycle state — never just "incomplete". Click a job for its visit timeline and warranty status.

On a service call you log the parts you find are needed, then submit them for the office to purchase — the field-initiated purchasing flow.

Parts your techs found and requested from the field. Check the ones to buy, name the vendor, and cut a PO.

Your company names its roles. Platform permissions define authority, and direct grants handle one-off access.