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A customer fills out a webform
A customer fills out a webform
The webform is received in 1BizApp
A contact, project and task are automatically created if the enquiry is a genuine opportunity.
and a contact, a project and a task is automatically created.
The new project's status is set to 'Enquiry Received'.
Locations can be viewed within 1BizApp using the customer's postcode
and a nearby salesperson can be identified to do the first visit.
Some more project details are entered to assign sales and technical personnel.
Now, a second task is created for the company to visit the customer.
His diary is checked to arrange the appointment,
His diary is checked to arrange the appointment,
which is created and put in the salesman's diary.
An email is created to inform the customer of time of visit to site
which is created and put in the salesman's diary.
An email is created to inform the customer of time of visit to site
and a standard template is selected to pre- format the email.
As much information as possible is automatically entered from the project and the template
and the email is sent to the customer.
and the email is sent to the customer.
The office searches for other gate installations in the area.
All gate installation sites can be viewed on the map.
One is found near to the new customer's site.
One is near the new customer's site.
An email is composed to the existing customer requesting permission to view.
The email template is edited and sent.
The email template is edited and sent.
Directions from one site to the other can be created by 1BizApp
and passed on to the new customer
and passed on to the new customer
so that he can arrange his visit.
1BizApp has an Android and iOS app for staff on the road.
1BizApp has an Android and iOS app for staff on the road.
Projects and tasks created in the office are automatically sent to the phone or tablet. (And vice versa)
Projects and tasks created in the office are automatically sent to the phone or tablet. (And vice versa)
Alerts are sent to the mobile device to tell the user what his tasks are for the day
Projects, tasks and contact information is regularly and automatically synced
Projects, tasks and contact information is regularly and automatically synced
with the 1BizApp servers ensuring everyone always the most up to date information.
A new task is created so the technical department can visit the site to create a quote.
This task has a checklist attached for the on- site engineer to complete.
This task has a checklist attached for the on- site engineer to complete.
Photos or videos taken on site are immediately available in the office
Voice memos can also be taken and stored with the project.
The checklist is filled out on site and transmitted immediately to the office.
The checklists and templates are completely user defined and customisable.
Once the checklist is complete, the quote can be produced.
The office can perform a simple search to see that the checklist has been completed
The office can perform a simple search to see that the checklist has been completed
This can be viewed and now the quote can be created from a standard list of products.
The project items list is opened, and a list of all products available is viewed alongside.
Products selected from the checklist are dragged and dropped into the quote area.
Products selected from the checklist are dragged and dropped into the quote area.
and the quote is easily created via the Mail Merge facility.
The quote is generated with text, pictures and a covering note
all taken from the items selected, the project details, and the quote template.
All emails, attachments, documents, photos, videos, tasks and quotes are kept with the project.
The customer receives the email with the quote in their in box. They reply with corrections.
The customer receives the email with the quote in their in box. They reply with corrections.
The customer receives the email with the quote in their in box. They reply with corrections.
The customer receives the email with the quote in their in box. They reply with corrections.
The customer's reply arrives in 1BizApp in the inbox of the sender,
and also attached to the project from where it was sent.
The quote can be easily amended - deleting items and adding others, before the quote is resent.
The quote can be easily amended - deleting items and adding others, before the quote is resent.
The same template is used for the revised quote, and can be edited as needed
using 1BizApp's built-in word processor.
For the duration of the project, the custmer has asked for a weekly meeting.
For the duration of the project, the customer has asked for a weekly meeting.
A special type of meeting task is created, that reoccurs every week.
This meeting will be generated automatically in the project and assigned to the correct people
The start date, end date, participants and frequency can be set to be whatever you want.
Warnings can be attached to a project that will alert mobile and desktop users to outstanding issues.
Holiday can be booked in 1BizApp and this can be tracked and approved with diaries amended accordingly.
Holiday can be booked in 1BizApp and this can be tracked and approved with diaries amended accordingly.
Holiday can be booked in 1BizApp and this can be tracked and approved with diaries amended automatically.
1BizApp also has an editor that can create and read Excel spreadsheets.
Calculations and editing can be performed on the data - similar to Excel.
All documets created inside a 1BizApp Project remain attached to the project.
1BizApp works with .xlsx and .docx files for compatibility with MS Office.
1BizApp works with .xlsx and .docx files for compatibility with MS Office.
When the alert is no longer needed, it can be removed.
The project is complete, so an invoice can be created.
Here, the invoice is sent via email, but it could be printed and posted if necessary.
Now the invoice has been generated, it will appear in the Financials section of the project.
This, and the tasks, quotes, invoices, contacts, documents, photos and emails are in one place.
This, and the tasks, quotes, invoices, contacts, documents, photos and emails are in one place.
We now create a reoccuring maintenance task for the project, set up to generate a site visit regularly.
This, and the tasks, quotes, invoices, contacts, documents, photos and emails are in one place.
We now create a reoccuring maintenance task for the project, set up to generate a site visit regularly.
This could have a user defined checklist attached to it, if necessary.
and a recurring invoice can be set to never miss a payment.
When payment is received, it is recorded in the project and in the general accounts section.
On the accounts page, invoices and payments can be reconciled
and exported directly to accounting packages like Sage and QuickBooks.
Many types of reports can be generated based on profit, type of job, salesman etc.
Many types of reports can be generated based on profit, type of job, salesman etc.
and can be viewed in several different ways using the 1BizApp pivot table tool.
These reports can be drilled down for more detailed information,
right down into viewing the detail for any project.