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Tasks
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- User task allocation
- Automated reminders for quote follow-ups
- Automated reminders for overdue payments
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Jobs |
- Administration of jobs including quotes and invoices, tasks and notes
- Income tracking including income received and outstanding payments
- Job status and progression
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Quotes |
- Simplified quote administration, job, customer and product allocation
- Personalised email delivery at the push of a button
- Copy to invoice at the push of a button
- Quote status tracking
- Automated follow-up reminders
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Invoices |
- Simplified invoice administration, job, customer and product allocation
- Personalised email delivery at the push of a button
- Invoice status tracking
- Automated overdue payment reminders
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Customers |
- Quick and easy administration of customers and contacts
- Summaries of customer jobs, quotes, invoices and contact history
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Suppliers |
- Quick and easy administration of suppliers
- Supplier contact references
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Tablet Only |
Products |
- Quick and easy administration of products
- Product categorisation and referencing
- Customised display settings for quote and invoice allocation
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Reports |
- Cash statement reporting showing income and expenditure
- GST summaries and BAS estimates
- Custom reports avaiable upon request
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Tablet Only |
Accounts |
- Customised account settings per site
- Administration of currency and associated taxes
- Administration of payment terms and banking details
- Default quote and invoice email templates
- Site and user administration
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Tablet Only |
Sites |
- Single and multi-site account set ups
- Full site administration
- Administration of site users
- Single or multi-site reporting
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Tablet Only |
Users |
- Administer users for sites
- Set user roles and permissions
- Track who is doing what!
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Tablet Only |
Accounts Expenditure |
- Track account expenditure for one or more sites
- Categorise expenditure and monitor performance
- One touch cash statements and BAS estimates
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Tablet Only |
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From
$30/month |
FREE |
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