Cornerstone Mobile Connect vs Smackdab CRM

Cornerstone Mobile Connect: Making Life Easy for Field Technicians A phone-based web app built specifically for field technicians. It’s designed so technicians can quickly access and complete their daily tasks and manage jobs/events from start to finish. Cornerstone Mobile Connect is integrated with Cornerstone’s powerful cloud-based customer management software. Go paperless and help your team be more productive with in-field access. The app will provide real-time job updates, keeping administrators in the office aware of current job statuses! Your technicians will love how easy it is to use their iPhone/iPad to manage their workflow, and that all data syncs back instantly to Cornerstone’s software. Features Overview CALENDAR & EVENT MANAGEMENT - View appointments and tickets in a list, day, week, and month view - Manage service performed, inventory added, dispatch status, and get customer signature - Track time for each appointment and ticket, and for each day - Track inventory by truck or technician location - Filter appointments on town, service code, ticket type, technician, date, and status - Quickly review unassigned or unscheduled events, and assign yourself or another tech to them TAKE PAYMENT & SIGNATURES - Create invoices and process payments on the spot - Process credit card or ACH payments using our PCI-compliant site, Alarmpayments.com - Payment processing links directly to invoices and accounts for easy payment posting - Obtain customer signatures on the spot TIMECARDS - Our innovative structure allows tracking of both job activity and daily tech time worked - Track time related to sick days, vacation, jobs, or non-job-related events - Track billable or non-billable hours, and standard, overtime, and/or travel rates DASHBOARD - View your daily schedule and quickly clock out of any open timecards - Easily clock in and out of your daily timecard CUSTOMER ACCOUNT MANAGEMENT - View customer data and documents related to contracts and proposals/quotes - Get to locations quickly, using address mapping - Use the app to either text or call the customer to give them status updates (e.g. running late) - Quickly add critical notes related to an appointment, so your office team can follow up - View customer zones, equipment list, and service history QUOTES - Email quotes to customers - Accept quotes to create a ticket for scheduling or invoice customer for payment - Add new inventory items or edit existing parts

Smackdab CRM is your all-in-one mobile workspace for customers, communication, and growth. It’s an AI-powered business management app that combines CRM, automation, and communication tools into one simple platform. Work Smarter, Not Harder Manage your sales pipeline, track customer activity, and automate follow-ups from anywhere. Smackdab brings calls, texts, emails, notes, and invoices together in one clean interface — perfectly synced across devices. Key Features • AI-Driven Insights: Let AI summarize calls, draft emails, and analyze customer trends. • Integrated Communication: Call, text, and email clients directly from the app — all activity is logged automatically. • Pipeline Automation: Automate workflows, reminders, and deal updates. • Appointment Management: Sync your calendar and book meetings on the go. • Data Security: SOC 2-aligned, GDPR-compliant, and encrypted for full protection. • Mobile-First Experience: Fast, intuitive, and built for modern teams who need flexibility. Built For Modern Business Perfect for sales teams, service providers, agencies, and entrepreneurs who want to replace multiple tools with one connected system. Smackdab eliminates the friction of managing contacts, communication, and projects across different apps. Smackdab helps you stay at the center of your business — where decisions happen, relationships grow, and progress accelerates. Download Smackdab CRM today and take control of your business, right from your phone.