Sunbase 2.7.7

Jared Dubin ❘ Logiciel gratuit ❘
iOS
hors 18 votes

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The SunbaseData mobile companion app is designed to streamline your business operations by providing easy access to a wide range of crucial information. With this app, you can efficiently manage customers, sales, financing, operations, and installations from anywhere - be it your office or even atop a customer's roof.

Key features of SunbaseData include GPS tracking to monitor employee locations for historical playback and mileage calculation. This functionality is particularly beneficial for businesses keen on overseeing their workforce's on-site presence.

Moreover, the platform allows for comprehensive lead, appointment, and customer tracking, offering customizable fields to tailor the data to your specific needs. The seamless integration with Google Calendars ensures all appointments are synchronized and conveniently viewable within the system.

Originally tailored for the solar industry, SunbaseData boasts remarkable versatility and caters to various sectors such as roofing, electrical services, painting, therapy, landscaping, and more.

Businesses can create invoices, including recurring ones, manage work orders with detailed information, handle financing applications and permits, store attachments securely in Amazon's S3 Cloud, and import existing data effortlessly via the built-in utility.

For efficient job management, SunbaseData offers a visual job board to track project statuses dynamically. The integrated telephone dialer simplifies lead communication with features like click-to-call and auto-dialing.

Inventory management tools enhance operational efficiency by tracking bundles, asset quantities, vehicles, equipment details, costs per product, and profit margins. The platform also includes comprehensive bookkeeping features with profit/loss reports and receipt capture functionality to simplify record-keeping and auditing processes.

Other notable functionalities encompass employee time clock tracking with location information, email marketing tools with advanced segmentation and tracking capabilities, license/skill/insurance tracking modules, an online training platform for staff development, territory management for job and lead organization based on regions, as well as seamless creation and monitoring of sales contracts with e-signing functionality.

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