Customer Management
Streamline your business with our all-in-one management platform. Efficiently organize your clients and stay on top of your workflow with a centralized system designed to keep your professional records structured, accessible, and perfectly synchronized.
Appointments & Products
Keep organized all the appointments for you and for your technicians.
View the visit history for all your customers, with all the technical details.
Create PDF with your Technician Report and send it to your customer, with just on click from your smartphone / tablet or laptop.
View all the history of the installed products on your customer , sales price, s/n, supplier, purchase price and purchase date.
Store photos from a technical visit .
Offers & Projects
Create new offers and view the history of all offers for customers with filter tool per status.
Create PDF and send your offer.
Convert an offer to a Project and organize the time line and the cost.
Store photos from a Project
Automatically view the net profit of a project.
Reports & Attendance
Create Financial reports with income and expenses or your business.
View your TOP customers.
Create a report for your Technical Visits and payments.
View report for your TOP services.
View report for your technicians with the number of visits.
View the Attendance report for all your employees with daily analysis.