RoamV31.9.3 - App Store

MyPointNow Roam V3 is the new version of our popular Roam CRM+ system. Roam is built specifically for the HVAC/R-P industry and is designed to maximize efficiency in business-to-business markets.

New with Roam V3, we have integrated location information with our innovative MyAccounts feature so you can get and record the information you need fast simply by utilizing smart navigation. In addition we have added an Offline mode so you can get account information and record notes without a data signal!

Now with a faster, simpler to use design, you can use MyPointNow Roam V3 on your mobile phone, tablet or laptop. MyPointNow Roam V3 connects you to important industry databases serving over 100,000 people just like you. It shows you everything you want to know about your day and then remembers all the important details during your day... automatically. It shows you where you're supposed to go, how to get there, remembers what you did and how much you spent there. As you work through your day, week or month, your call and expense reports are already done for you.

MyPointNow Roam V3 shows you what’s going on in the key parts of your business. It connects outside people, inside people and managers, all live and automatically.

New Features:

Pocket Checkin - records your customer visits via GPS location services when you don’t have time to. Saves it for confirmation and call reporting when it’s convenient for you.
MyAccounts - gives you instant access to the account you call on. Eliminates the need for customer search and speeds you through your day.
MyAccount Reporting - Innovated sales management tools help you analyze your time spent on activities. Quickly assess how you’re spending your time, considers your opportunities and helps you identify overlooked sales targets.

Advanced Analytics:

Automated Tag Manager with text recognition software. Roam V3 recognizes words or terms in your call data to automatically categorize your activity and measure work toward different management goals.
Understand your customer's businesses with market segments. Understand the business that each of your customers is in and tailor your sales efforts accordingly.
Cost to Serve Analysis - lets you see how much you spending on your sales efforts for each account.
Competitor Reporting - understand the relationship between your customers and your competition.

New API’s:
New Library API helps you maintain and improve your access to and use of our industry-specific document database.
Integration API to exchange data with your ERP system.

Other features:
Collaboration Tools - Locate team members, assign tasks, set reminders.
Customer Finder - Find your customers, new customers and get directions with conventional search, or search based on your GPS location now.
Expense Tracker - Record mileage via GPS, receipts and time on location seamlessly. Attach receipt images to expense records with device camera.
New Customer Finder - find new customers via GPS from our database of over 140,000 HVAC/R-P companies nationwide.
Customer Database - Complete customer records, 100% secure at your fingertips.
Contacts Manager - Access all your customers and complete history with them.
Reporting - Create sales reports or expense reports during any interval for any team member.
Desk-top Command Center - Have all these tools, plus more, expanded from your mobile device.

Bottom Line - Reduce overhead, eliminate paperwork, curb administrative time, improve service, customer loyalty and sales.

Version History Small update to contact page 1.9.3 08/17/2023 Fixed Datepicker issue that allows future dates to be picked. 1.9.2 02/19/2020 Fixed Datepicker on tasks 1.9.1 02/15/2020 Updates to Goals/Task Systems 1.9 02/12/2020 Fixed Phone Note Bug 1.8 06/26/2019 Bug Fix to General Expenses 1.7 04/18/2019 Update to ABCD accounts.
Update to Customer Search Pages 1.6 02/27/2019 Minor Bug fixes.
Update to notification system. 1.5 01/26/2019 Updated Radius on Geolocation on MyAccount.
Updated Pocket Checkin Notifications. 1.4 01/17/2019 • Improved Location Services.
• Added in Local Notifications for Pocket Checkins. 1.3 01/09/2019 Our newest update contains some minor bug fixes and improved location services.

• Fixed bug that continually asked for Location services to be turned on.
• Updated pocket checkins to reflect only My Accounts.
• Updated minor bugs related to hiding and showing the app. 1.2 12/20/2018 Updates to Location Services. 1.1 11/20/2018 1.0 11/16/2018