Import Leads Confirmation Dispatch Rehash Reschedule Follow Up Projects Contacts Customers Dialer Calendar Search Progress Panel
Home Improvement Software - Contacts Manager
Contacts Manager: Central location where all business contacts are keept. The HIS keeps here telemarketers, employees, users, contractors, salesmen and any other contact of a home improvement business.
Enable instant access to contact's details, sales, invoices, payroll, payments, recording and many more aspects of every contact in your business. Employees, Canvassers, Contractors Salesmen and others contacts are all here.
The HIS has a unique feature that enables it to show different type of information right when you click on a name. For example, click on a contractor and then on the License tab and you'll see that contractor's license status live online. You'll also be able to see all his / her checks, invoices and proposals. Click on an telemarketer and you'll be able to see all leads he / she generated as well as listen to any recording of calls placed using the HIS built in VoIP phone. Click on a salesman and you can instantly see all projects he sold, all commissions he earned, and all appointments he / she was sent to.
Home Improvement Software - Contact Manager - The main screen. In here all contacts information like address, phone numbers, emails and notes are available.
Salesman Commissions: When you click on a salesman name, the commission tab turn on, and you can instantly see that salesman's commissions.
Salesman / Agents Appointments log: When click on salesman or telemarketer, the HIS instantly shows results of leads and appointments.
Contractors Proposals: The ability to instantly see proposals submitted by a contractor is priceless. You can effortlessly compare older proposals to new one and get the best prices.
Contractor's Invoices: Instantly access invoices submitted by any contractor. You can see the invoices and their scanned images (when scanned in) right from the contractor record.
Contractor Payable: Effortlessly see all checks and payments issued to any of your contractors.
