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Current Software - Coggle Diagram
Current Software
SAM - Custom designed local SQL Database
Scheduled Service Routes
Service Calls
Deliveries
Service History
Pick Sheets
Stock Consumption
Run Sheets
Hover function to calculate expected workload
Installations, removals
Suspend Service for late payers
MYOB Account Right - Cloud bVersion
All Financials
Purchase Orders
Recurring Invoices
Delivery Invoices
Deliveries
Delivery Dockets
Pick Sheet
Inventory
Payroll
Debtors & Creditors
Products
Insightly - Cloud Subscription
Service Cases
Opportunities
Projects
Task List
Client Communication
Marketing to Prospects
EnviroBase - Local Access Database
Product build calculations
Price Lists
Margin Calculator
PandaDocs upload
Products Database
ServiceBase - Local Access Database
Slotting
Sites notes (Same as SAM)
Sanokil Service Commitments
Upload to Optimo Route
PandaDocs - Cloud Based CPQ
Proposals
Service Agreements
Optimo Route - Cloud based subscription
Most efficient routing
Run Sheets