Overview
A seamless dashboard neatly organizing your schedule (orders and appointments), tasks and reflections for a specific date. This is your home page where you'll be able to quickly add/edit any information you have based on any date.
A seamless dashboard neatly organizing your schedule (orders and appointments), tasks and reflections for a specific date. This is your home page where you'll be able to quickly add/edit any information you have based on any date.
A seamless dashboard neatly organizing your schedule (orders and appointments), tasks and reflections for a specific date. This is your home page where you'll be able to quickly add/edit any information you have based on any date.
Gain a holistic view of all activities carried out by your team. TitlePro Admin empowers you to oversee orders, tasks, client interactions, and more, ensuring transparency across the board. Stay in the loop with real-time updates. Track progress, identify bottlenecks, and address concerns promptly with the ability to monitor actions as they unfold.
Have the ability to tag your clients in anything you note, that way you can keep track of everything you do with each client!
Create follow-up events to ensure you're accomplishing everything you want on a daily basis
Keep track of daily thoughts & interactions that way you can refer to them at a later date!
Built in automations geared towards keeping you on track with your clients!
Track all of your clients from one central hub with the ability to generate reports and more. With the client portal you are able to see everything you've ever noted related to that person!
Your schedule in a monthly view, color-coded based on appointment/order type.
Create and track your orders!
