$3,995 Accelerate Start Up Package
|
Customisation
|
Data Migration
|
Training
(onsite training available, subject to travel costs and availability) |
$3,995 Accelerate
Start Up Package
Customisation
-
Customised Invoice Templates
-
Customised Purchase Order Templates
-
Customised Proposal Templates
Data Migration
-
Data Migration of Clients and Suppliers
-
Set Up of Custom Cost Codes
-
Data Migration of Materials and Labour Pricing
Training
-
24 Hours Personalised Remote Training
(onsite training available, subject to travel costs and availability)
Integration Extensions
$25 / pm
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More info
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$25 / pm
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More info
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$25 / pm
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More info
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Compare Plans
| Process | Silver | Gold | Platinum |
|---|---|---|---|
| Enquiries And Discovery | |||
| Integrated Website Contact Forms | |||
| Email/SMS Template and Automations | |||
| Blueprints for Structured Sales Process | |||
| Meeting Booking Management | |||
| Google Address and Map Integration | |||
| Multiple Client Location Management | |||
| Multi-Tiered Client Relationship | |||
| Sales Pipelines and Dashboards | |||
| Discovery Process and Digital Questionaires | |||
| Preliminary Agreements | |||
| Estimating And Proposals | |||
| Advanced Bill of Quantity Estimating | — | ||
| Mark Up and Margin Management | — | ||
| Comparison Estimates and Options | — | ||
| Stylish PDF and Digital Build Proposals | — | ||
| Digital Approvals and Deposit Payments | — | ||
| Project Tender Management | — | ||
| Supplier RFQ/Bid Management | — | ||
| Selection and Choice Management | — | ||
| Exclusive Price List for Customers | — | ||
| Rate Tables for Labour Services | — | ||
| Material Price List | — | ||
| Stock And Equipment | |||
| Product Composite Variants | — | — | |
| Product Image Gallery | — | — | |
| Onsite Product Usage Tracking | — | — | |
| Job Purchasing and Allocation | — | — | |
| Stock Take Management | — | — | |
| Asset Management and Hire | — | — | |
| Stock Transfers Between Jobs/Orders | — | — | |
| Transport/Courier Management | — | — | |
| Serial Number Tracking | — | — | |
| Warranty Management | — | — | |
| Returns Management | — | — | |
| Financial Management | |||
| Proforma Invoices | — | ||
| Progress Invoice and Forecasting | — | ||
| Time and Materials Billing | — | ||
| Credit Notes and Payments | — | ||
| Purchasing and Approvals | — | ||
| Recipient-Created Tax Invoices (RCTI) | — | ||
| Full Job Budget Management | — | ||
| Job Cashflow Tracking | — | ||
| Work in Progress (WIP) Reports | — | ||
| Journal Entry Automations | — | ||
| 2-Way Xero Integration | — | ||
| Projects And Schedules | |||
| Push Estimate Items to Project Tasks | — | — | |
| Project Gantt Charts | — | — | |
| Team Capacity Planning | — | — | |
| Production Management | — | — | |
| Variation Management/Client Approvals | — | — | |
| Site Delivery Management | — | — | |
| Site Reports and Inspections | — | — | |
| Site Photo Gallery | — | — | |
| Document Management | — | — | |
| Team Live Chat | — | — | |
| Timesheets And Payroll | |||
| Timesheet Integration with Projects | — | — | |
| Timesheet Approval Process | — | — | |
| Track Timesheet Budgets on Projects | — | — | |
| Manage Staff Cost Increase and Decreases | — | — | |
| Understand Actual Timesheet Values and Revenue | — | — | |
| Calculate Staff RDO and Allowances | — | — | |
| Generate Payroll Reports Using Timesheet Data | — | — | |
| Payroll Calculations and Xero Integration | — | — | |
| Configurable Commission Rules for Sales | — | — | |
| Commission Statements and Reports | — | — | |
| Site Reports And Compliance | |||
| HR Management and Recruitment | — | — | |
| Policies and Procedure Management | — | — | |
| Internal Knowledge Base Manuals | — | — | |
| Certification and Licence Tracking | — | — | |
| Create Safe Work Method Statements | — | — | |
| Equipment Management | — | — | |
| Sub Contractor Onboarding | — | — | |
| Sub Contractor Payment Controls | — | — | |
| Reports And Job Budgets | |||
| Custom Colour Coded Pipelines | — | ||
| Custom Pipeline Filters and Views | — | ||
| Design Your Own Dashboards | |||
| Build Custom Reports | |||
| Create Graphs and Tables | |||
| Drill Down on Report Data | |||
| CSV/Excel Exports | |||
| Custom Automations and Calculations | — | ||
| Estimated v's Actual Reports | — | ||
| Sales Target and Tracking | — | ||
| Website Portals | |||
| Custom Portal Designs and Navigations | — | — | |
| Manage Client Access and Permissions | — | — | |
| Switch Portals for Multiple Jobs | — | — | |
| Make Selection Choices and Manage Allowances | — | — | |
| Download Invoices and Make Payments | — | — | |
| Approve Variations | — | — | |
| Share Project Schedules and Deliveries | — | — | |
| Log Warranty Issues | — | — | |
| Share Site Reports, Photos and Videos | — | — | |
| Share Document Folders | — | — | |
| Live Chat and Share External Notes | — | — | |
| Marketing Tools | |||
| Email Campaign Management | |||
| SMS Magic Integration | |||
| Social Media Integration | |||
| Website Live Chat Management | |||
| Stylish Website Contact Form | |||
| Digital Form Integration | |||
| Website Heatmap Tracking | |||
| Stylish Customer Surveys | |||
| Sales Journey Management | |||
| Automated Marketing Groups | |||
| Advanced Conversion Rate Tracking | |||
Accelerate Start Up Package
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