Features

• Report Builder: Generate reports from Clients, Opportunities, Employees, Invoices, Products, Installed products, Projects, Proposals, Scheduling, Tasks, Time Tracking and Work Orders. There is also several filters that allow you to customize and narrow down your results.

• Chart Builder: You can view pie and line charts to view information from Clients, Invoices, Projects, Proposals, Work Orders and Tasks.

• Saved Charts/Reports: Save and access any of your charts/reports at a later date. This saves you time if you are running the same chart/report often.
• CRM Opportunites Reports: Keep track of your Sales employees and know exactly where each opportunity is at in your sales process.
• CRM Client Reports: Track your clients by status and referral source so you can see where your leads are coming from.
• CRM Activities Reports: View a daily rundown of your CRM activities so you can see any upcoming meetings, appointments, calls, etc. that your sales team has scheduled.
• Time Tracking: Quickly run reports to obtain how many hours were spent by Project to ensure you are not exceeding budget.
• Budgets by Phase: View your budgets by Trim, Final, Project Management, Travel, Engineering etc. to see how many hours were spent by Project.
• Project Health: See your entire Project totals on what has been billed, what is remaining and what money has been received.