EXCLUSIVE INSIGHT VIDEOS

In 2021, SOS Consulting launched a hybrid solution between software and consulting. We build advanced widgets and automations in Zoho, delivering solutions to problems. We don’t charge development fees and we don’t charge subscription fees. We are a Software Developer operating as a Consulting Service.

Software is not always about features and functions, it’s also about business process and connecting people and teams. Many businesses face the same challenges with their software, we bridge those gaps by building solutions using advanced configuration and development tools.

We offer these completed solutions to our clients for affordable install fee. We create scales of economy, which means every business can benefit, every business can create the most effective and efficient system without the excessive implementation cost.

January 30, 2022

Generating WIP Records and Calculation Fields

Generating your WIP (work in progress) report often requires multiple spreadsheets and calculations. We have automated this process through our exclusive WIP Widget. Our WIP widget will gather the financial data from records related to the Job and use key dates to calculate the values...

March 14, 2022

Enquiry Tracker Management

Our exclusive Tracker management process is now available from the Enquiry module to support sales processes, such as preliminary questionnaires, scopes, specifications and assessment forms. Using Zoho Forms you can capture questions, checklists and images. Once completed the form can sync back to CRM and...

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February 11, 2022

PO Receiving and Matching Bills

This release supports businesses using Zoho CRM to create purchase orders by providing you with 2 exclusive widgets to support the functionality to update the goods and services received and match your purchase orders to your supplier bills.

December 15, 2021

Invoicing and Forecasting

This release supports creating retainer invoices for deposits and prepayments, which are allocated to your balance sheet. You can also manage payments over multiple installments and forecast invoices, supporting your cashflow management with accurate information directly from your job. You can...

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November 4, 2021

Managing Sale Items

A Sale Items represent the individual products and services you sell to customers. The items on your sales orders. The 'Manage Sales Items' process means you can capture information against each item sold, to help you manage processes such as purchasing, deliverables and production. This...

October 21, 2021

Create Purchase Orders

Using our exclusive Purchase Order widget you can create PO's directly from your Estimate or Sales Order. This means you can track estimated costs v's actual costs in the job budget. The create purchase order widget has many features not provided by native Zoho to...

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September 30, 2021

Find and Add

Duplicate records are challenging, most businesses and software applications face this issue. At SOS Consulting we are passionate about never duplicating data, so we built an exclusive Zoho solution called 'Find and Add Search'. Using information from new enquires generated via the phone, email or...

September 24, 2021

Tracker Management Process

Building Trackers means you can create processes in your business, such as quality assurance checklists and site reports. We will configure Trackers for your business using Zoho Forms to capture questions, checklists and images. These forms can be assigned to specific individuals and associated to...

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September 16, 2021

Manage Group Enquiries

Zoho limits the number of look up fields in each module. This means you cannot link multiple Contacts and Leads to the same new business Enquiry. Our Manage Group widget provides a solution to the problem by creating a 'Group'. A Group can have unlimited...