Project Management
3 User Minimum
- Project/Service Work Orders
- Scheduling
- Time Tracking
- Project Management
- Service Invoicing
- Equipment Repair Tracking
- Document Management
- Customizable Forms & Checklists
- Tasks Email Alerts
- Unlimited Cloud Storage
- Reporting
- Mobile App
- QB Desktop/Online Integration
Sales CRM
Add-on
- Track your entire sales pipeline
- ROI on marketing efforts
- See individual sales person pipeline view
- View company & individual sales performance
- Schedule Meetings
- Create Tasks & To-Do-Lists
- Attach Files to Opportunities
- Custom Reporting
Proposal
Add-on
- Create proposals quickly
- Attach accessories to product
- Assign labor hours/phases to product
- Create packages
- Email client proposals for electronic approval
- Proposal customization
- D-Tools / Portal Integration
- Create PO's from Proposals
- Track PO statuses
- Email PO's to Suppliers
Inventory
Add-on
- Bar-Code Scanning
- Serial Number Tracking
- Product Tracking by Project
- Create Multiple Warehouses
- Cycle Count
- Product Aging Report
- Product Request Page
- Purchase Order Queue
- Product Transfers
- Installed Product Report
