With DeskDrive, your business data is always at your fingertips. This first release offers a read-only overview of your CRM and ERP information, giving you real-time insight into your customers, orders, and schedules at any time.
- Customers & Contacts
View customer details, addresses, and contact information with a single click.
- Orders at a Glance
Get quick insight into current, planned, and completed orders.
- Manage Quotes
View quotes and their statuses so you can quickly see what's still open.
- Track Deliveries
Check which deliveries are planned, in transit, or completed.
- View Schedules
See who needs to be where and when—useful for technicians and planners.
- Financial Insight:
View invoices.
- Scan Documents & Receipts (OCR)
Easily digitize receipts and receipts via OCR.