What is it?
The Payaca mobile app is a powerful tool for managing your field-based team. With this app, you can access all of the features of Payaca's software, including CRM, job management, and sales automation for trades businesses. Available on both iOS and Android, the app allows you to take full control of your bookings, tasks, and forms from anywhere, even in areas with patchy signal!
Admins have access to all of the app's features, including the ability to send quotes and invoices, take payments, schedule job bookings, manage tasks, and fill out job forms and certificates. The app also works offline, so you can keep track of your bookings and complete tasks even when you don't have an internet connection.
For field agents and field techs
Field agents or field technicians have restricted permissions, giving them a simpler view of the app with only access to their bookings and tasks. This helps keep things clear and easy to understand for the field team, allowing them to focus on their work. They can complete forms and upload images, as well as access information such as plans and images describing what needs to be done.
For your sales team
The Sales Manager permission also allows users to send quotes, making it easier for you to manage your sales team and keep track of your deals on the go. With the Payaca mobile app, you won't have to worry about a ton of paperwork when you get home, as everything will already be done and synced via the cloud. All the data will be available on the web when you get home.
In summary, the Payaca mobile app is the perfect tool for managing your field-based team, giving you full control of your bookings, tasks, and forms from anywhere. With offline capabilities, restricted permissions, and sales management features, this app will help you streamline your operations and improve your team's productivity.