Customer module

Customer module


Thanks to the Client module of WinTimePro, you can easily build up your address book and use it efficiently.

This module allows you to better manage the various customer data :

  • Customer data;
  • Invoice address;
  • Delivery or intervention address

Vehicle module


Easy to use, this module is very practical for managing your fleet of vehicles :

  • Encode your vehicles as well as their documents and information of all kinds;
  • Assign a task from your schedule to a vehicle to optimize its use;
  • Manage the availability of your vehicles...

Bank module


The Bank module allows you to easily import your bank statements. Thus, you centralize your purchases, your sales and your bank account for optimal management and easy accounting export.

Your advantages by using this module :

  • You improve your productivity;
  • You save time in your accounting and banking reconciliation operations;
  • You reduce the risk of reconciliation errors.

Quote module


This module allows you to create professional quotes in just a few steps and intuitively.

All you need to do is insert the products from your catalog in the quote table. The module automatically performs the calculation :

  • Unit total;
  • From the grand total;
  • From the VAT;
  • Subtotals

Planning module


Don't miss any more appointments !

Use WinTimePro for :

  • Insert tasks into your schedule;
  • Assign tasks to your users or personnel;
  • Suggest dates to your customers;
  • Notify the customer (reminder)

This module gives you visibility into your schedule by day, week or month.

Profitability module


In a few clicks, observe the evolution of your turnover !

The Profitability module of WinTimePro lets you know exactly what your company costs and what it earns.The software gives you a numerical and graphical analysis of the profitability daily, monthly or by date range.

Invoices module


Create professional invoices in just a few steps. Convert a quote, a contract or an intervention sheet into an invoice. Send it directly to the customer. Set up automatic reminders.

Timetable module


Calculate the hours worked by your personnel per day, per month or per date range.

Mileage module


Calculate the kilometers traveled by your personnel per day, per month or per date range.

Catalog module


Insert all your products, categorize them, add description, photo, reference, barcode, stock and documentation. Use the products in your catalog to quickly create a quote or an invoice.

Purchasing module


Enter all your purchases by supplier, manage your stock. Knowledge output.

Geolocation module


Geo-locate customers to establish cost-effective and environmentally friendly delivery/installation routes.

Contact module


Used as an address book. Several contact persons can be assigned to the same customer.

Intervention/delivery module


Your employees/representatives can create a job/delivery sheet for the customer and have it signed directly by the customer. Retrieve the sheet, convert it into an invoice and send it to the customer.

Document module


Insert the common documents (General conditions, technical sheets, ...) in your interface to attach them to a quote or an invoice.

Personal module


Encode your personnel, their documents and all kinds of information. Assign them tasks in the schedule.

Contracts module


Create contracts, send them to your customers with online acceptance and electronic signature.

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