Create professional and estimates, manage customer data, and track projects from a single dashboard. Send polished documents instantly, set payment reminders, and organize financial records efficiently.
Manage workflow approvals for IBM Maximo Asset Management. Approve or reject Purchase Requisitions, Contracts, Purchase Orders, Invoices, and Job Plans. Review and edit records during standard lifecycle processes.
Manage inventory, process payments, and track sales
Manage inventory with real-time tracking and low-stock alerts. Process sales through a POS system with receipt printing and payment processing. Monitor store performance with analytics and sales reports.
Manage inventory levels and update product catalogs. Track stock movements and set reorder alerts. Organize items into categories and view sales performance. Adjust pricing and descriptions directly within the .
Manage service business operations with task scheduling, customer management, and invoice generation. Track expenses, monitor service history, and generate reports. Integrate with accounting software and set automated reminders for appointments.