Precoa Mobile 2.1 - App Store

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About Precoa Mobile

Location-Aware Sales Engine Our new lead mapping technology pinpoints sales-ready leads in the same neighborhoods as your existing appointments. Additional appointment opportunities are always one tap of a button away....

Location-Aware Sales Engine Our new lead mapping technology pinpoints sales-ready leads in the same neighborhoods as your existing appointments. Additional appointment opportunities are always one tap of a button away. Action Driven Design We’ve designed Precoa Mobile to emphasize actionable insights, so your preneed team can make the most of every moment in their day. Every preneed sales driver, including today’s appointments, follow-ups, resulting, and home visits nearby, are all available at their fingertips. Every Touchpoint With Every Family Any time contact is made with a family, we have a record of it. With Precoa Mobile, every touchpoint is easily accessible before each appointment, ensuring advance planners understand every step in a family’s journey to preneed. Instant Notifications When the Funeral Planning Center(R) sets an appointment, our system immediately sends a push notification to your phone, making appointment setting an even more seamless experience. It’s a fully-integrated system.

Version History This release includes the new features and bug fixes from the New Web Portal 2.1 08/29/2025 New NGL product 1.52 03/01/2024 Add Insurance Product 1.51 07/29/2023 new Newsfeed source 1.50 04/19/2023 Various bug fixes 1.49 03/27/2023 Include "Cost Estimator Referral" lead source 1.48 11/28/2022 Add Intrust Products to the Rate Calculator 1.47 05/10/2022 Various bug fixes and memory improvements 1.45 02/19/2022 Various bug fixes 1.44 02/18/2022 * Fixed error occurring while denying appointments * Various behind the scene fixes 1.43 01/07/2022 New look for contact info on the lead details page Prevent user from having to log out and back in to see new features 1.42 11/12/2021 Quick fix for resulting appts as funded 1.41 10/13/2021 Bug fix for certain items in "Appointments to Result" and "Appointments to Accept" not being clickable 1.40 10/09/2021 * Swipe right to go back as well as back button * Cemetery sales now included * Chargebacks now shown on homepage and details page * various bug fixes 1.39 10/06/2021 * Improved user experience when resulting RSVPs * Clear indicators for canceled appointments in the calendar * Lead search bug fixes 1.38 08/20/2021 * New Funeral Home picker for the Rate Calculator * Fixed login keyboard to allow additional special characters * Show additional details on Blocktime details page * Fixed event details page not always loading * RSVP count now accounts for names with the word "and" * Add Personal Referral to available lead sources in Lead Entry * Alert the user when Lead FH and Appointment FH don't match 1.37 08/14/2021 * Various bug fixes 1.36 06/25/2021 * Various bug fixes 1.35 05/05/2021 * Fix for managers seeing all their agents after logging in 1.34 02/09/2021 * Fix for resulting SS leads * Fix for resulting leads as funded 1.33 02/03/2021 * A new feature for admins allowing them to search through all agents * Updated resulting and funding options * Option to tag follow-ups * Enter new leads right from the app! * Various bug fixes 1.32 01/30/2021 * Fixes a bug where the app would attempt and fail to send a google review invite. 1.31 01/14/2021 * Various bug fixes * Blocktime name and notes update 1.30 11/07/2020 Hotfix for appointment resulting 1.29 10/10/2020 * Various bug fixes * Updated PM and NGL Calculator 1.28 10/07/2020

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Previous Versions

Here you can find the changelog of Precoa Mobile since it was posted on our website on 2023-03-06 02:25:38. The latest version is 2.1 and it was updated on 2026-06-23 06:24:02. See below the changes in each version.

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