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This industry package includes all the essential features to manage your handyman business, from customer relationship management to field service operations and invoicing.
Basics
Use the CRM App to track your leads and prospects. Create great quotations and manage your products in the Sales App. Follow your interventions using the Field Service App. Track your inventory and your purchases in the related Apps. Invoice in seconds and keep track of your payment in the Invoicing App.
Customizations
Add a link from vendor bills to task
Add a button to create an vendor bills from a field service task, and link the vendor bills with the task.
Add a smart button on tasks to see related vendor bills. Add a computed field on tasks providing the total amount of vendor bills registered for this task and a progress field computing the consumption between the Materials budget and the invoices.
Task-4314101