|
Set up your
Company Information
 |
Just fill
in the details about your business and insert your
logo.
The information you enter
here will be carried throughout the program, and
will be used on all of your printed reports such as, Estimates,
Invoices, and on the detailed
Inventory Reports you will create
for your customers.
Create your tagline or
personal message for use in the
Client Software Application you'll furnish to
your customers. |
|
Manage Customers
 |
The streamlined layout of
the client manager screens saves valuable data entry
time
and enables
you to quickly
and easily manage all of your
Home Inventory Clients
and
Business
Inventory
Clients.
Maintain
an unlimited
number of
clients
within each
of your
Client
Managers.
Set up
multiple
Client
Managers to
distinguish
Business
Customers or
customer
groups. |
|
Schedule
Appointments
 |
Use
the
convenient
built-in calendar to schedule and
manage all your
appointments.
Just enter your
customers name and time on the date of the
appointment.
|
|
Create
Estimates
and Invoices
 |
Price and print your service
estimates and invoices
for your
customers.
Just enter some "job"
size information and other billable item
rates into the designated fields.
Plus, if needed
in your locality, you can use the built-in
Sales Tax or Value Added Tax field to figure
the taxes for you. Just input your tax
rate. |
|
Provide Inventory Services
 |
The clean, sophisticated layout of the
inventory screen
enables you
to accurately enter all the
details and
multiple
photos of
the
individual
items in
your
customers
home quickly
and easily.
|
|
Prepare Reports
and Client Software |
Easily generate
professional reports
and
client software for delivery to your
customer
with your business logo and contact information.
Your
customers can view, sort, search and print the inventory you've
created for them on your
own branded software.
|
