The application deals with all aspects of day to day office chores in one compact package and is easy to learn how to use all of its facilities.
The Appointments Database Keeps a permanent record of customers appointments for quoting and sales. Using the in-built reps template work sheets never miss a quoting appointment again.
Make appointments on the fly as you talk to the prospects on the phone.
Mail merge quotes and letters in seconds with customised quote letters and forms.
Using the Appointments Diary you will see where all of your reps are in an instant and easily see where you are free to make sales or quoting appointments.
Solar CeeDee Database keeps track of customers orders from sign-up through all the stages of surveying and ordering to insurance registration and guarantees.
At a click of a mouse button, see which contracts need survey or Installation dates.
Bespoke Invoices prepared and sent to the printer in just a couple of mouse clicks.
Keep track of all Outstanding payments and customer accounts.
Show how many customers need Guarantees, click one button and they are all mail-merged and sent directly to the printer. 'You do have to fold them and put them in envelopes though'.
Keep track of costs and profits for each job.
Prepare snagging sheets and keep control of outstanding service calls.
Log telephone calls and show outstanding reply calls to be made.
For companies who sell and install Solar Energy and Solar Heating systems the Solar CeeDee Installations Overview screen is custom built to keep track of all of your installation teams in a graphic way. Clicking once on the customers name shows a popout box with full address, clicking twice closes the overview screen and opens the customers record. For a complete company integrated system giving managers and owners all the information needed at any time with just a few clicks of the mouse button.
Multi-User over office network at no extra cost for as many users as you need and with no licensing fees, dongles or subscriptions.
Free Upgrades as new developments occur.