- Provides the information for analysing your vital business information
- Keep track of important dates for Quotes and Jobs
- Pre-prepare Invoicing details in advance
- Invoicing of Clients for Standard Invoice; Progress Claims and Retentions
- Contains Quote Tracker for managing and follow-up of quotations
- Do & Charge as well as quoted
- Customisable job types for company sales / margin analysis
- Clone job to create a new job based on an existing job
- Multiple invoice types [simple + close job in one action & progress]
- All invoices allow for retention, either amount or %
- Variations are fully implemented [orders / confirmation / no “missed” billings]
- Comprehensive job sheet print outs, with bar coding for data collection
- Email contact direct from system, with subject already filled out
- Comprehensive quote tracker give complete information on all outstanding quotes
- Multiple contacts per client, any of which can be selected as the job contact
- Progress claim made simple. Set up job items & simply maintain number shipped to automatically generate progress claim summaries and invoices
- All billings and variations for a job “at a glance” instantly know the billing position
