Functionalities

  • Increases Profit Margins

  • Contact management

  • Manages labor categories, hours & rates

  • Part & Job Level Labor Hours

  • Automates parts/pricing updates

  • Tracks Sales Stages

  • Proposal & Contract Documents

  • Recurring Monthly Revenue

  • Recurring Annual Revenue

  • Tax Calculations

  • Chargeable Items

  • Commission Management

  • Test & Inspection Quoting

  • Sales Reporting

  • Accounting System Integration

  • Individual User Thresholds

  • Proposal Sharing

  • Automated Sales Engineering

  • Automated Sales Approvals

  • Single Click Lump Sum & Detailed Proposal Pricing

  • Parts & RMR Only Sales

  • Subcontractor Pricing Management

  • Cost Up, GPM or Discount from List

  • One Time Part Additions

  • Detailed Sales Reporting