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 :
Easy to use, this module is very practical for managing your fleet of vehicles :
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 :
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 :
Don't miss any more appointments !
Use WinTimePro for :
This module gives you visibility into your schedule by day, week or month.
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.
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.
Calculate the hours worked by your personnel per day, per month or per date range.
Calculate the kilometers traveled by your personnel per day, per month or per date range.
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.
Enter all your purchases by supplier, manage your stock. Knowledge output.
Geo-locate customers to establish cost-effective and environmentally friendly delivery/installation routes.
Used as an address book. Several contact persons can be assigned to the same customer.
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.
Insert the common documents (General conditions, technical sheets, ...) in your interface to attach them to a quote or an invoice.
Encode your personnel, their documents and all kinds of information. Assign them tasks in the schedule.
Create contracts, send them to your customers with online acceptance and electronic signature.
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