Quotes (Pro forma invoices) to Job cards
Configurable Qootes -> Job cards-> Invoices process to manage inbound and outbound services and repairs. System generated Job Cards for clients and technicians. Automated conversion of invoices to financial transactions - ready for the Accounts receivable group
Inventory / Stock control
Comprehensive control over minbound and outbound material. Possible to create assembles. Items linked to quotes, job cards, invoices and purcase orders.
Financial management
Covers the usual 'prime books of entry' such as cashbook, purchase journals & general journals.
General ledger accounts are used to accumulate values to render reports such as Income statements & Balance sheets. Complete audit trail kept across finance periods.
Membership / Financial Profiling
Manage your clients / members:
- Used by property estates / communities - - Used by Financial advisors to track investment portfolios