Create templates for commonly used text on a proposal.
Create templates for commonly used proposals.
Create a job for the Job Cost module from a proposal.
Generate a work order for the Service Dispatch module from a proposal.
Create a T&M or Flat Rate proposal.
Print reports to see salesmanís closing ratios and dollar volumes and even which competitor to watch for.
Detailed Proposals manual available.
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Flat Rate Price Books
Chart of Accounts
Real Time Reporting
Purchase Orders/PO Receiving
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