Simple To Manage Survey

It's Your Business, What Do You Want?

We want to know what is important to you and your company when it comes to a complete business management software.

Check off the features you think you would use to manage your business day in and day out.

Employee Management

General Employee Management
Contact and personal information, Calendar, company details (employment length, notes, reviews etc.)

Employee Scheduling
Schedule On/Off. Holidays, sick days, vacation

Time Clock
In/Out punch. Daily, weekly, monthly, yearly totals.

Sales

Client Management
Create and manage client profiles and notes. Review past sales. Create scheduled items.

Estimate/Bid
Create estimates that match the invoicing style. For projects that are bid and not yet a sale.

Invoicing
Create beautiful invoices to email, PDF, or print. Can be directly converted from an estimate.

Proposal Generator
Some companies create rich, custom proposals. We will offer several formatted templates or you can create your own. Proposal templates differ from estimates and bids in that they often involve detailed descriptions of work to be performed.

Email Marketing
Market to your clients via email right from your website.

Store Management

Inventory Tracking
Track inventory by factory bar code or from our system generated codes printable to labels.

Job/Project Management

Job Board
Post projects, assign tasks, report on progress

Crew Management
Schedule daily crew assignments

Crew Job Arrival - Departure tracking

Ability to Attach Documents to Job Details

Create and Attach Job Supplies List

Job Location and Directions thru App

Consumables Tracking

Job Photos - Before & After

Expense Tracking

Web Integration

Auto Responders
If you have forms on your website set up auto responders to immediately let someone know that their form has been sent and is being handled. Can also be used for newsletter sign up or other marketing forms.

Auto Mailers
Send automated messages for certain events that are important to the client. Renewals, maintenance, birthdays, billing, etc..

Newsletter Management
Create newsletters to send to your subscriber base. Easily write and send your newsletter from anywhere.

Social Media Integration
View interactions of your companies posts on social media. Schedule posts to be submitted to specific social media channels in advance and at a specific time.

E-commerce
Sell products on your website

Website Management
Professional website management for updating, design, and page creation.

Accounting

Basic
track income/expenses and reporting profit/loss

Quick Books Integration
Export sales and expense data to quickbooks or integrate with quickbooks online

Something We Missed?

Tell us about any features you need that we have not listed above.

Enter your Email to sign up to test the software for free when it is ready as an official beta tester.