Sales 2018-05-30T13:12:51+00:00

Sales

Create Sales Reports on Customer spend, with Profitability analysis by Site / Engineer / Subcontractor / Type of Job / Type of Service, with Quote comparison and Job Cost tracking. Sales Invoices can be exported to Sage Accounts or other third party accounts packages.

Customer Enquiries

All Enquiries can be logged and assigned a Task. This allows for ongoing customer relationship management. An Enquiry can then be converted to a Customer Quote or Subcontractor Price Request, or assigned to a Job. All Customer Enquiry details can be emailed and assigned to Staff member.

Customer Leads

A database of leads is available to add new leads and track source of lead, from various marketing campaigns or referrals. When a lead is converted a Customer entry is automatically generated in the database.

All Customer quotations can be generated and tracked for conversion and spend rates. Full reports available on sales agent KPIs. Documents and images can be linked to Quotes. Once accepted a Quote can be converted to a Job, with all details being passed to Job for assignment.

Sub Contractor Quotations

Where Subcontractor work is required, a tender can be issued requesting Quotations. From these a preferred supplier can be selected and their quote converted. A markup can be added for pricing Customer works.

Sales Invoicing

The system provides full Customer invoicing with option to store agreed rates for each Customer Site. Hourly prices and Material markup rates can be recorded. Each Invoice can be adjusted if required to amend or add to description of works. All Quotation details are available for comparison, and Job details are input automatically.

Sales Reports

Full reports available on invoice function including profitability analysis on a per Job basis as well as reporting per Site, per Customer, Job type, Call out type, and comparison to estimates. All Customer invoice related reports can be exported and emailed direct to Customer.

Quote Library

A database of frequently quoted items is available to allow users generate quotes using standard description and pricing details. A quote can be populated from existing library of items or new description/items can be added.