Cornerstone Mobile Connect 1.0.42

Cornerstone Mobile Connect 1.0.42

Cornerstone Funding Inc – Freeware – iOS
out of 6 votes
Latest Version
1.0.42
Safe to install

Streamline Your Financial Management on the Go with Cornerstone Mobile Connect

Pete Milner

Cornerstone Mobile Connect offers a user-friendly platform for financial professionals, enabling efficient loan management and client interaction from any mobile device.
2025 Editor's Rating
EXCELLENT User Rating

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

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.

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