Use the buttons below to select one of our 3 subscription plans to see which modules are included. If you want more information, click through to the page specific to that module.
If you want massive gains in terms of time savings and overall cost efficiency, create rules to automate key business tasks and correspondence with a huge choice of variables to control multiple processes.
Track the lifecycle of physical assets by serial numbers or other unique references. Get a clear view of all documentation, tasks and much more related to the asset to give clear insights to everyone who needs it.
Manage your customer contracts quickly and easily. Auto-generate routine jobs and invoices with defined schedules by individual contract. Ideal for any business providing ongoing service or preventative maintenance.
Get a clear view of everything relating to each of your customers. Use custom fields and tags to have your customer data exactly how you need or want it to be. Our CRM is intrinsically linked to all system modules.
Create, print, send and track your customer deliveries. Can be quickly created from all or part of a customer order, with flexible document templates so you can layout your paperwork the way you want it.
A massively powerful module which can not only be connected to documents like jobs, but also linked to specific items or standalones. Artwork approvals, fault reports and RAMS are just a few of the ways you can use this module to your advantage and, if you use it correctly, you can create some impressive results.
Create invoices either automatically or at the click of a button. Supports part invoicing and proforma, all of which can be exported to your accounting system easily. Credit control is a breeze too.
Store your product catalogue with the choice of adding custom information, tags images, default attachments and so much more. Create kits of multiple items, set associated and alternative items with excel imports.
Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.
Acquiring customers or sales opportunities bears a cost, use the Leads module to keep track of different types of enquiries with pre-defined questions, customisation options with the added benefit or real-time reports.
Manage orders by date and staff, and track forecast and actual costs. Create worksheets and customer confirmations. Generate linked Invoices and Purchase Orders.
Even on a customer order where multiple suppliers are involved, all the purchase orders can be created within a couple of clicks. With choices of list, Kanban and Gantt views, managing your PO’s has never been easier.
Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automated your follow up processes to always control the next steps. Best in class by a long mile.
Keep your finger on the pulse with dynamic interactive dashboards across the modules. Drill down to item level to see exactly which products, services, categories or even account codes are giving you the best return.
At the click of a button create RFQ’s to your supply chain from the quotation or job. This is ideal for businesses where cost prices fluctuate, or who maybe just wants to negotiate discounts to boost profits.
It’s essential to ensure any support requests from your customers are managed quickly and effectively. If you have SLAs with your customers, or just want to give them the best experience this is well worth a look.
Manage your inventory, book goods in via purchase orders, goods out via delivery notes. Track serial numbers, batch numbers or expiration dates on items. Allocate stock directly on to an individual job easily.
Your supply chain is so important in your business. We have tools in place to track all of the information relating to each individual supplier, from discount rates, PO history, items they supply and much more.
Not only can you create and assign tasks, the tasks module is linked to all other modules with advanced options for auto creation and allocation based on defined rules ensuring processes are followed every time.