Customer/Account Management
- Save your Customers all information like Contact numbers, Emails, Address, Birthday & Anniversary info.
- Manage Accounts, Passwords & secure information.
- Managing related Accounts.
- Managing vendors.
- Managing Sub-contractor.
- Adding multiple contacts under same Account.
- Managing Documents under Account.
- Managing Customer Inventory.
- Managing multiple Job locations under one Account.
Opportunities
- Tracking every Lead that can be converted into customer.
- Tracking every Prospects requested service or product.
- Providing real time information that can be ensure business success.
- Tracking Sales volume & profitability.
- Automatically recording all Opportunity related interactions.
- Storing all Lead information at one place save a lot of Time.
Proposal & Quotes
- Sales Quote contains the Quote number, quote date, items with the quantities and price, and Terms & Conditions.
- Categorize quoted line items with grouping capabilities.
- Creating Quotes with greater efficiency and export functionality to send to customers like PDF custom template.
- You can make modifications to your quotations anytime.
- Generate customer Invoices from Quotations.
- Recurring items into Quote.
- Track Time-log against Quote.
- Seprate Quote by multiple Rooms/Regions.
Contracts
- Generate a document in few seconds.
- Generate time peiod & hourly Contracts.
- Automate the payments.
- Managing your Leases, Licenses & agreements.
- Automatically processing the Contracts.
- See future billing.
Technician Utilization
- Tracking worker’s work timings & and breaks.
- Service Task automation.
- Managing Schedules, Routes & Time.
- Tracking attendance & holidays.
Project Management
- Real time profitability Tracking.
- Resource management, Expense tracking and management and reports & analytics.
- Define workflows, assign tasks to individuals or team and monitor Progress.
- Create, collaborate, organize and review project documents.
- Review and share feedback in documents.
Service Order
- Generate recurring Service Order.
- Assign the job to the preferred technician always.
- Submitting Forms automatically.
- Schedule, Dispatch & Close Service Orders on time.
- Tracking maintenance Inventory.
Inventory & Purchasing
- Creating & Managing Purchase orders.
- Vendor management.
- Managing receivable materials & analyzing purchased items.
- Maintain item quantity.
- Expense management system.
- Purchase order report is on your fingertip.
- Real time spend visibility.
Invoice
- Create Invoices & send professional looking Invoices to the customers.
- Track Payments against Invoices & Bills.
- Create and Email your Invoices in a minute.
- With real time Invoice tracking, see when it has been viewed.
