Enterprise App Features

Installation and Service Jobs

Convert Quotes to Installation Jobs, schedule and track Service Jobs throughout your process.

Timesheets

Keep track of time as users complete Tasks, Quotes and Jobs. Admins can check location and time discrepancies and approve timesheets.

Financial Integration

Keep your financials up to date. Create Invoices in Xero, MYOB or Quickbooks Online and send them to your Customers via the Enterprise App.

Asset Management

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.

Inventory

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.

Alerts

Receive in app alerts for Tasks, Leads, Quotes and Jobs. Send an Activity Log entry to a user for follow-up.

Required Documents

Add custom editable documents to Customers, Quotes and Jobs. Manage Installation Checklists, Risk Assessments, SWMS and many more documents in one centralised place.