Enterprise App Features
Installation and Service Jobs
Convert Quotes to Installation Jobs, schedule and track Service Jobs throughout your process.
Keep track of time as users complete Tasks, Quotes and Jobs. Admins can check location and time discrepancies and approve timesheets.
Keep your financials up to date. Create Invoices in Xero, MYOB or Quickbooks Online and send them to your Customers via the Enterprise App.
Use Enterprise App for Asset Management. See details of installed Assets and use the Asset Service Report to send out Servicing emails and mail-outs.
Keep track of what’s in stock with the Inventory module. Generate a list of stock required for Jobs and perform a Stocktake to keep your stock in balance.
Receive in app alerts for Tasks, Leads, Quotes and Jobs. Send an Activity Log entry to a user for follow-up.
Add custom editable documents to Customers, Quotes and Jobs. Manage Installation Checklists, Risk Assessments, SWMS and many more documents in one centralised place.