Dashboard

Business Performance Metrics

Review your business performance at a glance in the dashboard. See estimate values, conversion rates, profit year to date, outstanding tasks and calls and much more.

Build a dashboard specifically for each member of the team so you can see the KPIs that relate to your role and monitor your colleague’s performance as well if you wish.

The dashboard provides a great snapshot overview of your business performance and interlinks with the CRM module to enable you to keep track of scheduled tasks and call for yourself or your colleagues.

This is a new add on module to the core system and we are growing it to enable you to take your business to new heights.

Feature-packed modules & add-ons…

Dashboard
Dashboard

Review your KPIs and monitor your tasks and planned calls from one simple screen…

Database and CRM
Database and CRM

Easily manage your customers, prospects and suppliers contact information…

Estimate Manager
Estimate Manager

Quickly create and send beautiful estimates and quotes to your customers by email…

Job Production
Job Production

Track the progress of your jobs in production for a clear view of your work in progress…

Purchase Orders
Purchase Orders

Quickly create and send orders to your suppliers…

Delivery Module
Delivery Module

Email or print out delivery dockets and labels to send to customers with their completed jobs…

Invoice Manager
Invoice Manager

Quickly create and send beautiful invoices to your customers by email…

B2B Online Ordering
B2B Online Ordering

Your regular customers can order online from their own branded ordering site…

B2C Online Ordering
B2C Online Ordering

Anyone can order online from your ecommerce website and pay online by credit card…

Editable Products
Editable Products

Your customers can edit their products or build their own products online…

Order Approval
Order Approval

Your B2B customers orders can follow an approval process before you receive them…

Warehouse Products
Warehouse Products

Run your warehouse operations online and customers can order from stock from their eStore login…

Accounting Software Integration
Accounting Software Integration

link to your accounting package to streamline your entire business workflow…