Sales
Quickly add new sales quotes or orders that can automatically generate new service calls. Work either online or offline to create orders or quotes to take advantage of new opportunities instantly.
Finance
Stay on top of finances and control costs with powerful reporting and consolidated billing. Quickly check aged debtors and credits and drill down into transactions from P&L. Direct bank feed from UOB makes reconciliation of large numbers of transactions quick and seamless.
Service
Easily create service schedules and add new calls to your system through an Outlook integration that automatically sends email updates. Track the whereabouts of your engineers and track and deliver parts to customers.
Deliver
Use simple drag-and-drop tools to create and edit schedules when you’re on the road. Automatically track arrival and departure times through the mobile app and capture an electronic proof-of-delivery for full transparency.
Expense
Submit your business and travel expenses in real time. Capture photos of your receipts as proof, making approvals quick and easy. View outstanding expenses and whether they are rejected or approved.
Pipeline
Manage leads through the sales cycle and create linked activities to stay ahead. Connect opportunities with new quotes and drag and drop them through different stages of your pipeline.
Purchase
Streamline your buying process using back-to-back ordering that automatically links sales and purchasing documentation. Quickly copy orders to an invoice and stay on top of spending with authorisation controls.
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