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All documents to have numbers, eg bid #, invoice
# , proposal #, customer # etc
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Emailed documents can be embedded in emails (or
attachments)
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Documents are emailed as images, instead of rtf files.
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New utility to create purchase orders.
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New utility to view thumbnails of emailed documents.
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Ability to price, save and track salesman commissions.
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Ability to change a bid to a sold job.
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Ability to include and save a job start date.
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Ability to add and save Salesman/Estimators name to bids.
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Ability to include and save data entry persons name.
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Ability to save and track referrers, leads eg; Yellow
pages, job signs etc
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Ability to save and track regions. eg; (different parts of town, etc)
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Ability to save and track material styles, types, colors.
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Ability to save and track job Types (repairs, custom home, rerooof)
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(Choose from 3 weather providers)
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View and print reports for Commissions, Regions,
Referrers, Material styles, types and colors.
View and print reports for upcoming jobs, sold jobs, job types, all bids etc.
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Ability to save settings for number of print copies to be printed.
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View and print a detailed job report with bid date,
referrer, region, sold price, roof pitch, material style, type and color...
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Code optimized for faster loading and interaction.