Project Management

• Easy 4-step project (job) cycle
• Comprehensive job filter capabilities
• Job status (Open, On Hold, Completed,  Closed)
• Job priority (Urgent, High, Normal, Low)
• Allocate, reallocate jobs to technicians
• Barcode support (scanning and printing)
• Automatic system details fill in, for returning systems
• Editable list of parameters for most of the fields
• 10-point check analysis
• Choice of “Rough Estimate”, “Fixed Price” and “Max Price”
• Estimates automatically converted to task
• Job authorization (give the go ahead)

Invoicing

• One click invoicing based on tasks and timesheets
• Two taxes can be used in any combination
• Invoices physically saved to database as records
• COD and NET terms customisable by client
• Customisable NET (NET 30 ,3%, 10) etc
• Automatic discount calculation for COD and NET
• Editable invoice description
• Choice of “Ship To” address (based on the client’s details)
• Check-out as “Collection” or “Delivery” with “Delivery Charge”
• Invoice settlement by means of “Payment”, “Cancellation”, “Write-off”
• Export of financial data to Excel, CSV

Payments

• Accept full or part payments
• Payment (Cash, Cheque, Credit Card*)
• “Cheque Cleared” feature
• Last four digits of card number are stored in the database
• Payments physically save to database as records
• Other fail safe features

Reporting

• Built-in report designer
• Intuitive on-screen report interface
• Modify existing reports to suit your language
• Easy access to page settings
• Send reports by email
• Save reports in Word, Adobe, HTML format
• Invoice with discount and without discount
• Estimate with discount and without discount
• All reports are saved to database
• Reports can also be saved as files on local HDD