Managing Supplier RFQs
Our exclusive Supplier RFQ widget allows you to easily create an automatic request for suppliers to sending you pricing on your BOQ items. You can share documents and comments to help the suppliers provide a price. Once you have received your RFQ responses, you can...
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Managing Variation Cancellations
Managing Variations sometimes requires a cancellation of an item already sold. When cancelling an item you need to evaluate the status of that item, whether you've already taken payment, made a purchase, registered a timesheet, paid commission or dispatched the goods. Our exclusive widget for...
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Do and Charge Invoicing and Timesheet Revenue
If you charge clients after the work is complete, based on the actual time and materials then the 'Do and Charge' widget will support your process. This widget calculates your timesheets, rounds the minutes based on your requirements and calculates the charge out cost using...
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Job Pipeline
Our exclusive Job pipeline management coordinates your end to end job management process and lets you know the current status of each sales item. It provides a traffic light icon system to help you easily identify items requiring action, in progress and completed. With the...
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Bookings and Schedules Management
Our exclusive Booking and Daily Schedule widgets provide a custom calendar to support bookings for Resources. A Resource can be an Internal Users, External Party and other resources, such as equipment and spaces. Resources, such as equipment hire can be costed to your jobs and...
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Stock Take and Stock Calculations
Managing your stock levels in CRM requires advance calculations of all your transactions to make the necessary adjustments to increase or decrease your 'Stock on Hand', 'Stock on Demand' and 'Stock to be Received' from suppliers. Our exclusive Stock Management solution also supports 'Stock Allocated...
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Picklist and Dispatch in CRM
Our CRM solution for Picking and Dispatching Sale Items supports the processes around supply chain and installer picklist management, not supported by native Zoho Inventory. Using our exclusive solution you can assign many sales items, from different orders to one picklist and many picklists to...
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Job Budget Management Enhancements
Our exclusive budget widget is a powerful report with drilldown capability to view the financial position of one of many jobs and sales orders. Using a Cost Code structure, you can drill down from cost code category to cost code name to the estimate line...
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Product Usage
Our exclusive product usage widget supports a process where you need your installer team to verify the final quantities used for a Sales Order. Including adding new items, cancelling items on the Sales Order and verifying the quantity of items used. This process will ensure...
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Managing Price Lists
Our exclusive Price List solution means you can link products, pricing and currency to an account. This means you can generate quotes for your customers using the correct values without duplicating any products. Our exclusive 'Managing Price List' widget helps you to easily manage product...
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Managing BOQ Item Templates
If you are using our exclusive BOQ Estimating process, then it's important you maintain and update your BOQ items and your Products. This exclusive solution means you can update your products module and push attribute and pricing changes to your BOQ item templates, quickly and...
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Product Audit
Our exclusive Product Audit widget helps you to manage product data in CRM, by checking and comparing your external product databases. Using the Product Audit widget you can update pricing, switch products on transactions and related products and mass delete product records safely.
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Instruction Sheets and Production Items
Instruction Sheets means creating 'Sub Jobs' under your main Job/Project. If you can create many instruction sheets under the job and link Production Items to the Instruction Sheets. A Production Item is the production or assembly of the goods and services you sold. Linking them...
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Managing Variation Add Ons
Our exclusive Variation Management for adding new goods or services sold can be used to either update an existing order, or to create a new order. This solution makes creating variations quick and easy, so no sales opportunity is ever lost, missed or forgotten. The...
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CIS and Reverse Charges
Our new CIS and Reverse Charges releases is an exclusive solution in Zoho CRM to support the UK obligations around invoicing and tax. Our solution ensures your invoices are correctly reflecting the CIS and Reverse Charge requirements and integrating to the correct information with your...
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BOQ Estimating with Recipes
Our exclusive advanced estimating solution provides a suite of widgets to manage bill of materials / bill of quantities estimates that require mark ups and budgets relating to purchasing and/or timesheets. You can build estimates using templated items, recipes and create new items. All options...
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