Every team has its own view. Your business shares one direction.
From the first quote to a settled payment. Explore the tools that connect sales, finance and your team’s daily work.
Choose a system areaCRM and quotes
Run leads and priced quotes all the way to a contract.
Contracts and billing
Take a case from the contract through billing periods to the invoice.
Invoices and accounting
Manage invoices, their payments and posting.
Payments and bank statements
Match payments to invoices and prepare payment batches.
Cash flow
Follow the balance day by day and test moving payments.
Costs and approvals
Take costs through approval to posting and payment.
HR and payroll
Manage employee data, working time and payroll through to payment.
Projects and resources
Assign people, vehicles and equipment to projects.
Teamwork
Start the day with items that need attention and task queues.
Service
Receive a request, choose a date and assign the job to a qualified technician. Keep the customer and their equipment in context.
- Requests and work orders
- Technician schedule
- Equipment and inspections
Areas work towards a shared result.
Customer and quote
Contract
Delivery
Settlement
Invoice and accounting
Payment and allocation
You can start with one process and its essential dependencies: for example, contracts, completed work records and the basis for invoicing. Further areas can follow in later stages.
Match the scope to your businessWhich process would you like to improve first?
Tell us how you move from agreements to delivery and settlement today. Together, we will find a useful starting point.
Describe your process