
© 2010 Digital Beans Inc.


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Generate work order reports
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Schedule work orders and services
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Auto-
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Manage activities to meet project/contract goals
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Link activities to projects/contracts
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Track contract values, associated costs & profit margin
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Track invoices, payments and expenses per project
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Record electronic timesheets
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Automatically track time against projects
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Track billable vs. non-
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Track reimbursable expenses
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Instantly invoice billable time
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Auto-
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Mass-
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Manage product costs and prices
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Track Product Line profitability
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Track Inventory
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Access over 130 Standard Reports
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Build your own reports
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Import & Export data
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Organize & display Data Management Center info
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Conduct basic and advanced searches
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Find records based on phonetic spelling
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Save searches for easy access and re-
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Easily convert quotes into invoices
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View, edit, print or email invoices
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Record payments against invoices
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Track an unlimited number of contacts
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Attach files to any contact or appointment
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Integrate with Outlook emails & contacts
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Instantly view appointments and to-
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View & schedule activities on all employee calendars
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Link activities to customers and sales opportunities
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Notify others of scheduled appointments
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Automatically trigger a process
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Generate Quotes and Estimates
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Analyze and track lead sources and their profitability
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Measure sales performance against quotas
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Generate graphs and charts
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Generate letters, emails & forms with contact info
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Track the profitability and expenses of campaigns
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Customize each user's Home Page
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Create company-
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Add company-
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Set up group and user level security
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Restrict certain users to assigned records only
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Use the Start-
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