Sales Module

The Sales Module :
links contact information with schedule and task management to chart the development of leads into new customers with signed contracts. Your sales staff can enter new leads from their workstations or mobile devices, import them from telemarketing data or by tech alerts from the field while servicing current accounts.

On-Site Estimates – Simple creation of records to track details, status, notes and documents related to on-site estimates.
Commission Calculation – Track and pay sales staff for new customer and job generation.
Managing Estimates – One screen view of all open estimates, follow-up tasks and internal sales logs help improve your closing ratios.
Estimate Reports
Track detailed information on closing/losing reasons, ratios and sales rep performance.

Instant Job Creation From Estimates
One click marks an estimate as won and instantly creates a job and work order for dispatching.
Tasking
Create and manage one-time or recurring calls, tasks or to do’s for yourself or other users. Using templates customized to meet your company’s needs sales staff can immediately generate a proposal. When approved by upper management, the finished proposal is emailed &/or faxed to the potential client in minutes rather than days.

Once the sale is closed, the lead is converted into an active account. The new account is instantly available to the service department for scheduling and the accounting department for billing. From first call to close, the sales manager can track all sales activities and progress in real time on their office dashboard and produce summary reports on demand.