Small Business Edition

Summary of features:
  • Start a new quote from your website
  • Generate quotes and proposals in seconds and send them to the client for signing.
  • Predictive equipment scheduling - for example, you have 3 major events next week plus many more jobs,
    how many LED panels do you have available? can you make a substitution or sub rent them.
  • Rental items and sales items may be combined in the same quote or proposal
  • Convert quotes to confirmed orders quickly and easily
  • Maintain venues, assets, clients and contacts
  • Schedule and price Crew
  • Many built in reports on jobs, customers, products, assets and audit trails
  • Interfaces with QuickBooks Online or Xero.
Advanced Features:
  • Barcode Track
    Barcode track your equipment in and out of your warehouse,
    use any industry standard barcode scanner, Tablet or Phone
  • Crew
    Calculate crew charges using straight time, over time, double time,
    hourly or daily. Also supports short turn around.
    Print crew and job schedules. Record actual working hours.
  • Interactive Day Book
    Displays scheduled jobs that are leaving and returning to the warehouse.
  • Create custom reports
  • Booking Status
    4 levels of booking status to reserve equipment.
  • Document Management
    All quotes, proposals, invoices, packing lists, collection dockets are attached to the job and
    can be viewed and opened from a single window.
  • Audit Trails
    Logs when a job was created, modified, invoiced and returned.
    Also displays who modified it and when.
  • Product Accessories
    Prompts for accessories when products are selected.
    Ensures all required components and optional accessories are selected.
  • Product Alternatives
    Allows operators to select alternative equipment when there is an anticipated shortage.
  • Preparation Time
    Allows equipment to be reserved while it is being prepped in the warehouse.
    Generally used for large jobs that require equipment to be prepared days or weeks in advance.
  • Quick and Easy Product Setup
    Displays equipment in a tree view which displays folders for groups of related equipment,
    assets, alternatives, components and accessories.
    Also supports drag and drop for easy organization.
  • Taxes
    Maintain tax authority details for each state/province.
    Apply and select taxes on a job by job basis.
  • Freight Charges
    Freight charges by weight, service, company (UPS, FedEx etc) and zone.
  • Multiple Breakouts
    Allows equipment and crew to be split into separate breakouts (Headings) for events.
    Commonly used for different times/dates over a multi-day event.
  • Product Statistical Analysis
    Display the products that are earning the best
    or worst return on investment and utilization.
  • Preferences and settings
    Includes settings for pricing, business rules and preferences.

Find out more

Book a demo with our sales people