Central Database
All features accessed via a comprehensive menu driven selection. Data input onto simple forms which check validity as the information is keyed or selected.
Site Visits
● Storage of all site visit information.
● Examine history of Visit.
● Monitor Visit Costs.
● Total visits and Types analysis.
Quotes
● Instant Quotes for telephone requests.
● Factor Standard Costs by Post Code.
● Add a customer to an Instant Quote.
● Create an Invoice from a Quote with the press of a button.
● History of Quotes given.
Invoicing
● Job Work and Contract Invoices.
● Job Work Invoices created from a Quote.
● Can show a deposit paid and Material Delivery costs.
● Contract Invoices entered once - dates automatically advanced on renewal
● Review Contract Invoices.
● All Contract Invoices produced and reviewed in a matter of minutes.
● Includes the ability to temporary suspend a Contract.
● No overlooked Contract Invoices - setup once then leave until changed.
● For all Invoices can record:-
□ payment date.
□ reconciled with Bank Statements
□ produce Statements of outstanding payments by customers.
□ automatically includes Invoices created on Mobile machines.
Costing
● Costing based on standard costs for a job.
● Costs can be automatically adjusted by customer Post Code.
● Prices reviewed at any time on the Office machine and sent to all Mobiles.
● Can override a standard price on individual Invoices.
● Materials show suppliers cost and selling price.
● Pricing ensures that all jobs will include a suitable profit margin.
Texts
● Defined once but can then be used many times
● Gives time to check spellin and grammer. (Oops!!!! spelling and grammar!!!)
● Leaves a professional impression of your company on reports.
● Standard texts passed to all Mobiles when added or changed.
● Will not change texts on created Site Visit Reports.
Bar Coding and Fly Units
● Initial point to add units or locations to the system.
● Bar Code labels can be created locally or purchased preprinted.
● Provision for recording the location of units.
● History of units including materials used (eg baits or tubes / starters).
● Bar Coding adds value to contracts by being able to prove devices have been checked.
