 | Estimates |
| Make as many estimates as you want. |
| Revise estimate feature. |
| Search estimates by name, company, or ID number. |
| Print estimate for customer. |
| Print profit report. |
| Add parts/labor and special charges as needed. |
| Easy transfer to active invoice. |
| |
| Invoicing |
| All features of estimates. |
| Time clock for tracking time you worked on the job. |
| You can still add parts/labor or special charges to
invoice. |
| You can still revise an estimate after it is an
invoice with complete tracking. |
| Print a To-Do list for Rod Builder. |
| Prints invoice for customer. |
| Add special order parts. |
| Keeps complete history of finished invoices. |
| |
| Packages |
| Make rod packages with blanks, guides, cork, etc.
Add Labor and any special charges. |
| From estimate or invoice add a rod package and it
adds all parts and labor to the est/invoice. |
| Packages can have prices for each item or a package
price. |
| |
| Customer Tracking |
| Keeps all normal address information. |
| Keeps three phone numbers. |
| Keeps email address. |
| Has a referral feature so you know where the
customer came from. |
| Keeps shipping information as well as normal
address. |
| Keeps history of estates and invoices. |
| |
| Inventory of materials and
equipment |
| Database of all your inventory. |
| Search by location, group or category. |
| Tracks minimum and maximum inventory levels. |
| Can be used as an inventory list if you don't stock
the item for fast entry to est/invoice. |
| Has reorder qty for automatic entry into suggested
reorder. |
| Print one group of items, or all. |
| |
| Labor |
| Allows entry of unlimited labor jobs. |
| Up to 1000 characters for labor description. |
| After labor has been entered into the list you don't
need to enter it again to use in Est/Invoice. |
| By having a labor list you save time typing in the
labor description over and over! |
| |
| Suggested Reorder |
| When you sell an item that has a minimum qty the
program puts the item automatically in this list. |
| You can choose to order from the list or delete the
item from the list. |
| |
| Order Tracking |
| Track orders of new equipment, rod building
materials, supplies, etc |
| Receive orders right into your inventory. |
| Print orders. |
| Keeps Vendor File for finding numbers fast. |
| |
| Vendor Lists |
| Handy phone lists for handy reference. |
| Keeps address, URL, phones, email and notes. |
| Email to friends in phone list. |
| Uses standard PCX, BMP, GIF and JPEG file formats,
not some priority file type. |
| |
| General Features |
| Keeps track of sales and taxes. |
| Has end of day report. |
| Takes end of day and puts it in monthly/yearly file. |
| Has security and passwords to protect access to your
files. |
| To-Do list is user definable so you can customize it
for your business. |
| Has 11 different kinds of invoices. |
| You can change the colors for the program to your
taste. |
| Marketing features to stay in touch with customers. |
