Which version is best for you?
By default your account is set to “Easy Record”. Give it a try. If you would like to try the “Team” or “Real-time” version please let us know. Customization is also available.
Both versions include:
Field Listing of REI/PHI and Related Documents, View Recommendations from any field advisor, create records,
loadsheets, posting and even copy existing documents to speed up work.
Getting Started Is Easy
Jump in where you’re most comfortable
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