On the Docket

Sales

• Estimates / Quotes / Bids
  • Conversion to invoices
• Contracts
  • Pairing to Invoices
•  Invoices
• Inventory of services and rates, and of materials and supplies
  • Add directly to Estimates / Quotes / Bids
• Email directly from the application using your business email address.

Project Manager

• Miles driven.

Client Portal using your Businesses' Website.

• Sync to company website.
  • Create a dedicated client page on website, and share any Business Suite content directly to it.
  • All formatting handled in Business Suite and sent to website without furthur editing needed.

Analytics

• Estimated versus actual Job Cost.
• Balance projection financial forecasting of cash on hand.

Mobile App

• Project Manager tasks and timesheets with punch clock.
• Automated mileage tracking.