Customer History Report | The customer history report gives you a detailed history of a customer's transactions. |
Materials By Vendor Report | See all the materials you order from a specific vendor or a selection of vendors. |
Open Estimates Report | See all your outstanding estimates and customer contact information on a report to make follow-up with customers a breeze. |
Transactions By Date Report | See a report of all the transactions over a selected date range. |
Work In Progress Report | See a report of all the jobs in the shop, sorted by due date. |
Conversion Report | See how well you have been converting estimates to jobs over time. |
Sales By Salesperson Report | Monitor the performance of salespeople by seeing their sales over a period of time. |
Estimate has paid for itself many times over in the 6 months I've been using it. I'm projecting a $8-10,000 increase in my net income over last year due primarily to increased margins on sales and less time spent quoting jobs, writing work orders & ordering supplies. Thanks EstiMate!
-- Shannon McVitty, Signs & Tees Made To Please, Clarksburg, West Virg