Quote Management
  • Create and manage Quotes and Invoices online: Available to email or print immediately!
  • Track the status of each quote with updates and reminders: never forget about your prospective customers again!
  • Create and Save Quote templates for your most popular jobs!
 Job Management
  • Turn a quote into a job with one click: No need to waste time retyping customer information!
  • Create a shopping list of items required
  • Built-in mapping tools for quick address retrieval
  • Track profit and expenses from each Job; stay up-to-date with your earnings!
  Project Scheduling
  • View Job statuses and alert your team to new Jobs as they come
  • Custom filters for your Calendar: Only see the information you need
  • Drag and drop feature allows for easy rescheduling of Tasks and Jobs
  • Access Customer history directly from Calendar
  • Keep track of who owes you money, and when it's due
  • Set up billing options: Assign Payment Terms, Deposit Requirements and Credit Limits to your customers for a more detailed customer profile
  Prospects and Customers
  • Manage an unlimited number of Prospects, Customers, Quotes and Jobs
  • Update Job Statuses to keep track of your business
  • Run an Effective Marketing Campaign: keep track of where your leads are coming from
  • Assign Sales Reps and Vehicles: put the right guys on the right job
  • Integrated Dashboard allows instant view of active jobs, quotes, prospects, potential revenue, actual gross revenue and revenue generated by Employee/Sales Rep.
  • Set up employee permissions to manage what they can do/see within BCS
  • Import Company Logo onto Quotes and Invoices for a more professional look to your business