Tabulate CRM

Tabulate CRM

About this app

Tabulate CRM

Tabulate CRM is a mobile app designed to help field employees manage their daily work. It allows users to track time, manage job assignments, submit expenses, and view payroll information directly from their mobile device.

The app connects employees with their company workspace so they can easily stay updated with job tasks and work records while on the field.

Features

Company Login
Employees can log in using their company code to quickly access their company workspace and assigned jobs.

Time Tracking
Clock in, take breaks, and clock out directly from the app. Users can also review their time logs and work history.

Job Management
View assigned jobs in an organized list:

To Do
In Progress
Completed

Jobs can be started, placed on hold, or completed depending on the work status.

Job Details
Each job includes important information such as client details, location, job duration, and notes.

Expense Submission
Employees can submit expenses with attachments such as photos of receipts.

Photo Attachments
Photos can be added to jobs or expenses, and edited manually when needed.

Profile Settings
Users can update their profile information including name, phone number, email, address, and profile photo.

Tabulate CRM helps field teams stay organized and keep track of their work while on the go.

What’s new

-Added Soft Reset and Hard Reset options in Profile Settings for easier troubleshooting.
Added Filter by Status and Sort by controls to the Dispatch screen, making it easier to find and organize jobs by status, recent activity, or route order.
Improved app recovery behavior for field users while preserving active work during soft resets.