Main License
Project Management
3 User Minimum Everyone in the Company needs this license
- Project Management
- Customized Process Lists
- Customized Forms
- Individual Tasks
- Project Work Orders
- Service Work Orders
- Time Tracking
- Budget Tracking
- Scheduling
- Project Schedule
- Service Schedule
- Service RMA Tracking
- Invoicing
- Service Management
- Cloud Storage
- Standard Reports
- Custom Report Builder
- Cloud Based
- Mobile App
- One-on-One On-Boarding Included
- Unlimited Phone and Email Support Included
- QuickBooks Integration Included
Sales CRM License
In-addition to main license.
Mostly for Sales & Owners.
- Create Sales Opportunities
- Set Expected Close Dates To Opportunities
- See Opportunity Aging
- Create Custom Fields For Your Clients
- Create Sales Task Lists or Templates
- Add Notes To Your Client or Opportunity
- Track Where Your Sales Are Coming From
- View Salespersons Pipeline
- View Companies Sales Pipeline
- Sales Dashboard
- Sales Person Calendar
- Attach Documents To Opportunities
- Standard Sales Reporting
- Custom Sales Reporting
Proposal Generation
In-addition to main license.
Mostly for Sales & Owners.
- Generate Professional Proposals
- Create Locations
- Create Systems
- Add Labor Phase and Hours To Product
- Add Accessories To Product
- Build Packages
- Mass Edit Products In Proposal
- Clone Products
- Adjust Pricing By Manufacture or Model Number
- Create Pricing Rules
- Create Payment Schedules
- Multiple Proposal Builder Interfaces To Choose From
- Drag and Drop Products Into Proposal
- Portal Database Integration
- Upload Custom Cover Images
- Email Digital Version of Proposal
- Proposal Open and Approved Notifications
- Client Electronic Signature
- Create Purchase Orders
- Purchase Order Que
- Track Purchase Orders
- Email Purchase Orders to Suppliers
Inventory Management
In-addition to main license.
Only one license for the entire Company.
- Build Multiple Warehouses
- Product Request Page By Project
- Allocate Product To Projects
- Bar-Code Scanning
- Serial Number Tracking
- Bulk Product Tracking
- Product Aging Reporting
- Installed Product By Project Reporting
- Blind Cycle Counts
- Product Transfers Between Warehouses
- On-Hand Product Reporting
- Committed Product Reporting
- Inventory Log
- Discontinued Product Removal
