TAKE A LOOK AND SEE HOW IT WORKS
INTEGRATION WITH ESTIMATING & POS SYSTEMS
- Create 3D designs and material lists, from one or multiple design/estimating systems (i.e. 2020 kitchen design, Luxwood deck, post/frame, Window & Door manufacturer’s and many more estimating programs)
- Import material lists with comments, add labour, misc; Quote, then manage the sales and production process.
- Then pass the information over to your POS or Accounting system.
- Data integration with Epicor Eagle N Series
WORK MORE EFFICIENTLY
- Reduce repetitive typing and unmanageable paperwork, eliminate using multiple programs like Word, Excel, or hand written incomplete quotes.
- Your own custom templates ensures more complete, accurate, Legal Contracts
- Installs data, tasks, notes etc are available for all system users to improve communications and customer service
CONSISTENT, PROFESSIONAL DOCUMENTS
- Customize all Documents to suit your business, ensure contracts are legally binding
- Complete the process with Contracts, Installer Agreements/Workorders, Change Orders, Completion & Warranty Certificates, Satisfaction Survey, and even Service Tracking
- And there’s many more construction forms and documents, easily emailed, all from one program
REPORTS to MEASURE and MANAGE
- CRM (Customer Relationship Management) function developed specifically for home improvement business
- Comprehensive, relative Reports specifically for installed sales of any kind
- Report on job project type profitability; estimated v.s. actual, GM% and profit by category as examples
- Report on staff productivity; sales, GM%, close ratios, proposed jobs not sold, lead follow-up.
- Improve process’s and better support staff to increase profits.
NEW REPORT BUILDER app
- Consolidate data from multiple stores or databases.
- Choose from several pre-formatted reports.
- Use a powerful REPORT BUILDER to create virtually any report format desired.
DIRECT MAIL MARKETING PROGRAM LEARN MORE
- A simple to use, fully integrated marketing program maintains personalized contact with your customers
- Send post cards to a prospects surrounding job locations to attract new customers
- The personalized post cards from your store can include references to completed neighbourhood jobs and relevant offers or promotions.
HOVER OVER IMAGES AND CLICK “MORE INFO”
CUSTOM PROGRAMMING AVAILABLE i.e. DATA BASES, INVENTORY MANAGEMENT, PRODUCTION SCHEDULING
Business Hours: Monday - Friday 8:00am - 4:30pm EST (Toronto/New York) | Closed on Canadian Holidays