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Customer Database
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Find and Add Search
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Leads / Prospective Customers
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Accounts and Contacts Database
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Account and Contact Groups
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Google Address and Map Integration
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Customer Location Management
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Communication and Activities
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Document Storage
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Email Integration (Gmail / Office 365)
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Email Set Up and Hosting (Zoho Mail)
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Domain Name Mapping
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Email Template and Automations
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SMS Integration and Automations
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Phone Integration
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Task Management
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Online Meeting Management
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Calendar Management and Integration
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Team Calendar View
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Advanced Booking Recommendations Process
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Sales Enquiries and Discovery
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Integrated Website Contact Forms
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Tender Management
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Blueprints for Structured Sales Process
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Sales Pipelines and Dashboards
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Discovery Process and Digital Questionaires
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Concept and Preliminary Agreements
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Build Estimates and Proposals
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Advanced Bill of Quantity Estimating
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Import Take Offs via CSV
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Estimate Allowances
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Supplier RFQ/Bid Request Management
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Mark Up and Margin Management
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Product Options and Choices
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Dynamic Terms and Conditions
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Comparison Estimates
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Payment Schedules
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Stylish Custom PDF Proposals
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Digital Signatures
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Labour and Materials Pricing Database
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Labour Rate Tables
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Material Database
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Material and Labour Recipes
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Product Image Library
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PDF Specifications Library
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Composite Products
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Variant Products
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International Currency Price Convertor
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Inventory Management
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Warehouse Stock Management
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Stock Take CSV Import Tool
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Multiple Physical and Mobile Warehouses
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Track Consignments and Landed Costs
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Stock Allocation for Jobs
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Site Delivery and Courier Tracking
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Onsite Product Usage Tracking
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Asset/Serial Number Tracking
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Warranty and Returns Process
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Financial Management
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Proforma Invoices
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Progress Invoice and Forecasting
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Time and Materials Billing
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Credit Notes and Payments
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Purchase Order Process
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Allowance Tracking
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Recipient-Created Tax Invoices (RCTI)
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Full Job Budget Management
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Job Cashflow Tracking
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Work in Progress (WIP) Reports
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Chart of Accounts Mapping
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Journal Entry Automations
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2-Way Xero Integration
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2-Way Zoho Books Integration
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Projects And Schedules
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Push Estimate Items to Project Tasks
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Project Gantt Charts
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Team Capacity Planning
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Production Management
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Variation Management
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Job Inductions and Attendance
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Daily Logs/Diaries
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Site Reports and Inspections
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Site Photo Gallery
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Document Management
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Team Live Chat
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Timesheets Management
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Timesheet Tracking
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Calculate Timesheets
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Track Timesheet Budgets on Projects
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Manage Staff Cost Increase and Decreases
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Understand Actual Timesheet Values and Revenue
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Site Reports And Compliance
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HR Management and Recruitment
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Policies and Procedure Management
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Internal Knowledge Base Manuals
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Certification and Licence Tracking
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Create Safe Work Method Statements
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Equipment Management
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Sub Contractor Onboarding
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Reports And Job Budgets
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Custom Colour Coded Pipelines
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Custom Pipeline Filters and Views
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Design Your Own Dashboards
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Build Custom Reports
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Create Graphs and Tables
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Drill Down on Report Data
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CSV/Excel Imports and Exports
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Estimated v's Actual Reports
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Website Portals
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Custom Portal Designs and Navigations
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Manage Client Access and Permissions
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Switch Portals for Multiple Jobs
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Make Selection Choices and Manage Allowances
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Download Invoices and Make Payments
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Approve Proposals / Variations Via Portal
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Share Project Schedules and Deliveries
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Share Photos and Videos
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Log Warranty Issues
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Share Document Folders
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Share Communications with Customers / Suppliers
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Marketing Tools
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Email Campaigns
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SMS Campaigns
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Social Media Integration
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Facebook Meta Form Integration
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Website Live Chat Management
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Stylish Website Contact Forms
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3rd Party Website Integrations
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Website Heatmap Tracking
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Website Analytics
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Stylish Customer Surveys
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Sales Journey Management
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Automated Marketing Groups
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Advanced Customer Scoring
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