- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks PO Tracking
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks Unleashed
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
- T-Cards Online
Product Servicing Management solution
For use with: Stand-alone
About the User: This project was commissioned by a client who sells,
installs and maintains fire equipment (alarms and extinguishers) business-to-business.
Due to the nature of the equipment, much certification is required and servicing
completed needs to be current.
Project Brief: To update their existing solution which had been
built by a now retired developer to resolve several issues and so supported on new
and 64-bit operating systems. The system itself helps to manage the
lists of various products that a customer has bought and replace the previous
very paper-based system.
Features:
- Customer and Product management.
- Recording service schedules and certification expiry dates.
- Printing certification and service schedules for engineers.
Benefits:
- Efficient and accurate central management of all customer details.
- Replacement of the previous very manual, paper-based system improving office-based staff efficiency and productivity.