Knowing your customers and their needs and creating accurate quotes and orders is essential to helping your business succeed and grow. Review the history of conversations, previous orders, and equipment preferences to ensure you provide the best solutions and service. Have the confidence to know you can access these records anytime, anywhere with any device.
Client Relationship management including email and detailed activity tracking by each of your users
Simple quote creation and orders that can be emailed directly from the system
Integration with shipping and local tax calculation
Google Calendar Integration to keep schedules accurate
Integration with CC processing to seamlessly pay invoices
Manage your inventory and labor.
Have the information to ensure you have adequate stock for your orders and that you know where that stock is. Know when equipment is scheduled to be returned. Plan your labor and resources by skillset and name. Know and be able to plan when your staff is overbooked so you can provide adequate coverage.
Create packages and recommendations so that your clients get the correct equipment and it is complete
Create purchase orders from inventory shortage screen to fulfill shortages real-time
Inventory tracking with barcode and RFID integration
Multiple location/company capability
Inventory shortage warnings
Comprehensive labor management and scheduling
Quickly access detailed reports.
Have the insights to know where your revenue is coming from and what expenses are associated with that revenue. Gain the information you need to identify and prioritize to reduce unneeded costs. Our tracking will help you identify inefficiencies so you can maximize profit.