Sales management & marketing tools
Tired of:
- Spending lots of time estimating but not winning enough of the jobs?
- Having a salesperson out sick and not having the info to respond to the customer’s inquiry?
- Not being able to easily use the info you have for marketing?
- Not being able to stimulate customers to call you?
Macros to automate things
Wish for tools that you can set to do 100′s of things, such as:
- Tell a salesperson or customer when an order has reached a key step in production, or is completed.
- Automatically print and send invoices when a job is completed.
- Automatically send a first time customer a Thank you letter.
- And so much more.
Integrated shipping
- Wasting time on re-typing info?
- Frustrated by not having the tracking information together with the order info?
- Ever make a costly error in shipping?
Use our accounting module, all in one
- Is your info spread out in different systems or on paper?
- Wasting too much time transferring info between systems, and trying to keep it all matching?
- Can’t access your accounting data when out of the office?
- Concerned about your current accounting system not having adequate auditability?
Track actual job costs
Do you have that nagging question in the back of your mind?
- Wondering what your actual job costs are?
- Wonder what a job’s profitability is?
- Not sure if you need to adjust your estimated cost and price to make them more accurate and profitable?
Cloud based
The benefits of cloud computing are:
- Access the system from anywhere you can access the internet
- Cross-platform
- Able to run on a PC or Mac
- No need to hire a computer expert
- No more hassles of managing a server
- Automatic backups-one less thing for you to do.
Track jobs & manage production
No more:
- Spending 20 minutes to find a job in production.
- Taking 30 to 60 minutes each morning to list out what’s in production and set priorities.
- Employees not being able to see what’s in their queue.
- Not having a system for managing workflow.
Create Estimates, Work Orders & Invoices
Are you tired of:
- Re-writing?
- Making mistakes?
- Trying to read people’s handwriting?
- Rework caused by errors on work orders or not having enough information?
- Putting jobs on hold to get more info?
- Delays in getting invoices out?
Automatic cost breakdown
Need a better way?
- Does it take too long to estimate the cost and price of an order?
- Do you forget to include things when creating an estimate?
- After agreeing to a promise date for an order, are you sometimes surprised to learn that you’re out of material?
Fast accurate estimates (price & cost)
Ready to do away with:
- - Inconsistent estimates?
- Leaving things off estimates?
- Taking 2 days to get a quote back to a customer?
- Under pricing jobs?
