Our systems let you spend more time building your business and less time administering your business. Our systems ensure you stay on top of sales, service, delivery, labor and inventory.

Import leads from any source, assign them to your sales force and track the progress throughout the sales cycle. Track all communication with your customers. Forecast future sales based on the status of your current leads in the sales cycle.  Integrated with customer service, billing for total CRM. 

Ensure all sales are on track and nothing gets missed or delayed that could cost a sale.

Access customer data quickly to provide quick response to customer questions. Drill down on status of current and previous sales. Flexible user interface to quickly change from recording a contact to a service issue, a sales opportunity or a billing issue.

Track all issues to ensure they get resolved.

Generate quotes for sales pipeline, track the progress of booked projects by labor, material and milestones. Maintain a real-time view of the schedule and budgets. Forecast revenue, taking current project status into account. Bill Labor, material and milestones in any combination. Track change-orders with on-line customer interface.

Know where you stand and keep projects profitable.

Secure on-line system accessible to employees and contractors. Built-in review and approval process. Integrate with project execution to track progress against budgets and provide early warning of project overruns. Export to your payroll system.

Simplified labor reporting integrated with your business.

Track inventory into your business and out to your customers. Compatible with standard barcode scanners. Track by quantity, product numbers and serial numbers. Set re-order levels to ensure you have sufficient stock. Optional accounts for vendors to trigger purchasing. Can be integrated with sales automation to forecast inventory requirements.  Used in combination with billing to track and bill rentals. 

Minimize shrinkage, optimize purchasing, Track Rentals . 

Automatically compute bills from sales orders, work orders, project milestones, labor performed and deliver these bills electronically or by mail. Support multiple contracts with pricelists, labor rates and discounts. Contracts may include simple discounts or more complex rules to adjust charges based on customer activity.

Make sure everything delivered to customer gets billed on time.

Late payments are significantly reduced by allowing customers to set up automatic payments from their credit card accounts. Our software is tightly integrated with PaySimple to run your payments over a secure channel and record the results with no double entry importing or exporting. You simply run your invoices from your Server Technology system and we take care of the rest.

Bill and manage your customers in one on-line system.