CRM Index

Create Customers/Locations

Create New Customers | Add Location To Existing Customer

Customer Console

Customer/Location Database

Lookup Customers/Locations | View Inspections/Invoices | Reprint QR Codes

Invoice Viewer

Billings

Lookup | Approve | Send Invoices

Time Clock

Clock In/Out

Record time punches and view today’s timeline.

Service

Extinguisher Service Call

Perform extinguisher service, capture signatures, and generate invoice.

Walk-In Customer

Quick counter sales | Issue receipts | Mark paid

Employees

Employee Directory

Manage employees, time punches, and payroll exports.

Scheduling

Scheduling

Monthly obligations and daily assignments.

Inventory

Inventory Receiving

Receive vendor inventory and create QuickBooks vendor bills.