Create Professional Proposals...FAST

About | Tour | Training | Support | Pricing | Contact | Help

Customer Login


Introduction    Setup    Equipment    Estimating    Customers    Dashboard    Reports    Templates    Sales Tools

View, Add/Edit Customer Activity

Data sorted alphabetically by location. Search by keyword, filter data and track the status of your estimates. Displays the estimate value for all five agreement types at once. Store job site photos. Create new customers, create new estimates for existing customer. Copy complete estimates when you have similar size facilities, such as "big box" stores. (i.e. Best Buy, Home Depot, etc.)

This data can be edited manually in the tabbed area below. You can also maintain notes and create multiple billing addresses for a job location.


Customer Manager


Add Customer

Typing the first few characters displays an alphabetical list of current customers, which prevents duplication.