Quickly manage projects, customers and staff from anywhere!
BENEFITS:
- Save time by completing work at the jobsite or in the truck, rather than spending your evenings and weekends catching up on paperwork
- Win more jobs by sending your client quotes before you leave them, allowing them to say YES on the spot.
- Increase efficiency by generating quotes and invoices quicker by creating and selecting from your list of commonly used materials and labor rates.
- Manage customers by creating, organizing, and storing client info, so you can access their info anytime, on the go.
FEATURES:
- Customize your quotes & invoices with your company info, logo, etc.
- Add and manage accounts for your field staff
- Create bundles of commonly used items/services/materials
- Preview estimates & invoices before you send
- Text or email estimates & invoices on the spot
- Create a personal message for your clients
- Convert quotes to jobs and jobs into invoices
- Track pending quotes and invoices
- Manage and save your clients information
- Set your tax rates