- Create and manage Quotes and Invoices online: Available to email or print immediately!
- Track the status of each quote with updates and reminders: never forget about your prospective customers again!
- Create and Save Quote templates for your most popular jobs!
- Turn a quote into a job with one click: No need to waste time retyping customer information!
- Create a shopping list of items required
- Built-in mapping tools for quick address retrieval
- Track profit and expenses from each Job; stay up-to-date with your earnings!
- View Job statuses and alert your team to new Jobs as they come
- Custom filters for your Calendar: Only see the information you need
- Drag and drop feature allows for easy rescheduling of Tasks and Jobs
- Access Customer history directly from Calendar
- Keep track of who owes you money, and when it's due
- Set up billing options: Assign Payment Terms, Deposit Requirements and Credit Limits to your customers for a more detailed customer profile
Prospects and Customers
- Manage an unlimited number of Prospects, Customers, Quotes and Jobs
- Update Job Statuses to keep track of your business
- Run an Effective Marketing Campaign: keep track of where your leads are coming from
- Assign Sales Reps and Vehicles: put the right guys on the right job
- Integrated Dashboard allows instant view of active jobs, quotes, prospects, potential revenue, actual gross revenue and revenue generated by Employee/Sales Rep.
- Set up employee permissions to manage what they can do/see within BCS
- Import Company Logo onto Quotes and Invoices for a more professional look to your business