DeskDrive

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About DeskDrive

With DeskDrive, your business data is always at your fingertips. This first release offers a read-only overview of your CRM and ERP information, giving you real-time insight into your customers, orders, and schedules at any time.

• Customers & Contacts

View customer details, addresses, and contact information with a single click.

• Orders at a Glance

Get quick insight into current, planned, and completed orders.

• Manage Quotes

View quotes and their statuses so you can quickly see what's still open.

• Track Deliveries

Check which deliveries are planned, in transit, or completed.

• View Schedules

See who needs to be where and when—useful for technicians and planners.

• Financial Insight:

View invoices.

• Scan Documents & Receipts (OCR)

Easily digitize receipts and receipts via OCR.

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Frequently Asked Questions