Customers and resources

Customers, the price list, vehicles and equipment, and documents.

• Customers and sitesAdd customers and the addresses you work at, and see everything for one customer in one place.
• The price listYour parts, labour rates and fees, with what they cost you and what you charge.
• Vehicles and equipmentKeep a register of utes, trailers, lifts and plant, book them onto jobs and mark them off the road.
• Documents and expiry datesFile licences, insurance, plans and paperwork once, find them anywhere, and hear before they expire.
• Search everythingFind any job, customer, quote, invoice or document from any screen.
• Notes and follow-upsKeep notes on jobs, customers, quotes and invoices, pin the important ones, and set a day to follow up.