Packed with Features

Customer Management

  • Manage your customer contact details in one easy-to use system so you always have the details you need at the click of a button.
  • Add multiple addresses and contact people for a single customer.
  • Manage tasks such as phone messages and requests for information with the integrated Tasks module.(read more)

Job Management

  • Includes support for multi-stage projects – now you can record the details of each stage, managing resources and costs.
  • Create multiple Customer and Supplier Quotes, Orders and Invoices for a single Job, enabling progress payments to be tracked and managed.(read more)

Customer Sales

  • Create Quotes, Orders, Invoices and Payments.
  • Choose an invoice layout that suits your business with support for Items, such as products and inventory, Time-Billing or a Miscellaneous Invoice layout.(read more)

Supplier Purchases

  • Create Quotes, Orders, Invoices and Payments.
  • Choose an invoice layout that suits your business with support for Items, such as products and inventory or a Miscellaneous Invoice layout.

Document Management

  • Create mail-merge documents from Customers and Supplier contact details.
  • Link to documents, such as images, spreadsheets and scanned documents related to customers, suppliers and jobs.

Task Management

  • Track tasks related to customers, suppliers and jobs.
  • Assign Tasks to other members of your team.
  • Creates a To Do List for every member of your team.