Celebrations
Group cards the whole team signs from their phones, for a driver's birthday, a work anniversary, or a thank-you to a customer, with a gift card if you like.
0:46 · Celebrate · Tour each section
Transcript
Your drivers are spread across a dozen routes on someone's birthday. A card everyone can sign from their phone still gets every name on it. Celebrate lists your cards, the ones still collecting signatures and the ones already sent. Upcoming birthdays for your team and your customers' contacts show up here, so nobody gets missed. Open a card to see every message so far. Copy the signature link, or send it to the team. Anyone with the link can sign, with a message or a GIF, no login needed. To start a card, pick who it's for and the occasion. Choose a look, and add a header photo if you have one. Then schedule it for the morning of their birthday, or send it yourself when everyone's signed. You can even attach a gift card.
More in Tour each section
- The Customers pageFind any account in seconds, then see its sites, contacts and money in one place.1:30
- InvoicesEvery invoice you've sent, what's paid, what's late, and who still needs one in the mail.1:10
- AgreementsSend rental and service agreements for e-signature, see who has opened and signed them, and reuse your own templates.0:53
- Fleet ManagementYour trucks' health at a glance: overdue maintenance, expired registrations, work orders, fuel and the paperwork that keeps you legal.0:58