Latest Version
1.0.42 Safe to install
1.0.42 Safe to install
Streamline Your Financial Management on the Go with Cornerstone Mobile Connect
Cornerstone Mobile Connect offers a user-friendly platform for financial professionals, enabling efficient loan management and client interaction from any mobile device.
Cornerstone Mobile Connect is a phone-based web app aimed at field technicians, allowing for efficient access and completion of daily tasks and comprehensive job/event management. Integrated with Cornerstone's robust cloud-based customer management software, this app promotes paperless operations and enhances team productivity with on-site accessibility. Real-time job updates keep office administrators informed of current job statuses.
Technicians will appreciate the convenience of using their iPhone/iPad to handle workflow management, ensuring instant data synchronization back to Cornerstone's software.
Features Overview
- CALENDAR & EVENT MANAGEMENT
- View appointments and tickets in list, day, week, and month views.
- Manage service performed, inventory added, dispatch status, and obtain customer signatures.
- Track time for each appointment and ticket, as well as daily time.
- Track inventory by truck or technician location.
- Filter appointments based on town, service code, ticket type, technician, date, and status.
- Quickly review unassigned or unscheduled events and assign them to technicians.
- TAKE PAYMENTS & SIGNATURES
- Create invoices and process payments instantly.
- Process credit card or ACH payments via our PCI-compliant site, Alarmpayments.com.
- Direct payment processing links to invoices for convenient payment posting.
- Obtain customer signatures immediately.
- TIMECARDS
- Innovative tracking structure for job activities and daily tech time worked.
- Track time related to sick days, vacation, jobs, or non-job-related events.
- Monitor billable or non-billable hours, standard, overtime, and travel rates.
- DASHBOARD
- View daily schedule and easily clock in/out of any open timecards.
- Effortlessly manage daily timecards.
- CUSTOMER ACCOUNT MANAGEMENT
- Access customer data and documents like contracts and proposals/quotes.
- Navigate quickly to locations with address mapping features.
- Contact customers via text or calls for status updates (e.g., running late).
- Add important notes related to appointments for office follow-ups.
- View customer zones, equipment lists, and service histories.
- QUOTES
- Email quotes to customers.
- Accept quotes to create a ticket for scheduling or invoice customers for payment.
- Add new inventory items or modify existing parts.
Overview
Cornerstone Mobile Connect is a Freeware software in the category Business developed by Cornerstone Funding Inc.
The latest version of Cornerstone Mobile Connect is 1.0.42, released on 08/30/2024. It was initially added to our database on 08/30/2024.
Cornerstone Mobile Connect runs on the following operating systems: iOS.
Users of Cornerstone Mobile Connect gave it a rating of 5 out of 5 stars.
Pros
- User-friendly interface designed for mobile users
- Access to real-time funding information
- Integration with existing Cornerstone systems
- Streamlined application and approval process
- Enhanced communication tools for clients and lenders
- Availability on both iOS and Android devices
Cons
- Limited features compared to the desktop version
- Potential connectivity issues in low signal areas
- User reliance on mobile devices may lead to decreased productivity for some
- Requires regular updates for optimal performance
- Learning curve for new users not familiar with mobile apps
Pete Milner
I'm Pete, a software reviewer at UpdateStar with a passion for the ever-evolving world of technology. My background in engineering gives me a unique insight into the intricacies of software, allowing me to provide in-depth, knowledgeable reviews and analyses. Whether it's the newest software releases, tech innovations, or the latest trends, I'm here to break it all down for you. I work from UpdateStar’s Berlin main office.
Latest Reviews by Pete Milner
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