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Customer Information
Management |
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Add/Edit/View/Delete
Customers |
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Maintain all
necessary information for your customers including
key and alarm, public and private notes. Details |
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Search |
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Search your
customers by business name, or customer name.
Details
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Multiple
Locations for Customers |
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Maintain multiple
locations for your customers while billing
to one address. Details |
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Customizable
Fields |
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Customize your
own fields to keep track of any information
you wish. Details |
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Divide Buildings
into Sub-Locations |
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Creating estimates in Job
Estimator is easy once you set
up your sub-locations. Details |
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Add Task
Codes - ISSA Codes already entered! |
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To create your estimate, all
you need to do is add Task Codes to your location.
To help you out all the ISSA codes are already
entered for you! Details |
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Cost Codes |
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Cost Codes are used to calculate
your costs for jobs. Details |
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Estimate Screen |
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Estimate Screen makes it easy
to see running costs and times for your jobs.
Details
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Estimate
Printouts |
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A variety of printouts of your
estimates are available, for both management
and customers. Details |
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| Contact
Manager |
| Keep your prospective clients
in a separate database so you can do more
effective marketing such as direct mailing
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| Scheduling
Manager |
| Handles all scheduling, payroll
and accounts receivables needs for your business. |
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