When a customer calls simply input their information in the easy to use Incoming Call screen. Handy drop down boxes and transfer address button makes entering information quick and only once. The Check Schedule button puts you into a day timer type window to check your salesmen's schedule.
 

Automatically print a pre-appointment sales letter with a scheduled date and time, merging the salesman's picture. Just fold and mail - Great 1st impression letter!

Handy tabs give your salesmen's information quickly. Print salesman's schedule and customer's information/estimating forms for each appointment. A quick way to get your sales people organized.
 

— Produce a Proposal

Meet with your customer. Do your job survey and figure your estimate (estimating and job costing forms are provided in the systems forms if you choose to use them).

To produce a proposal... simply... Click your Customer Tracking button, locate your customer. Select your necessary job description codes, enter an amount and you are ready to preview or print your proposal/contract. If you have a laptop this can be done in your truck or back at the office. Three easy steps to produce a professional looking proposal in seconds.
 

— Automatic Follow Up Letters

Quickly go to the Letter Tracking tab and send your customer a proposal cover thank you letter with just a click! You will also want to setup the customer into the automatic follow up letter system. Set them up for a One Week, Three Week, Five Week and Eight Week/last chance letter. The computer will notify you when a letter is ready to send, an easy way to follow up on your unsold estimates. Bug'em till they buy or die - amazingly enough, customers love the attention and most respond. There is no doubt it sells jobs. Your computer automatically does the work - it never forgets or is too busy to follow up. All you need to do is mail them.
 

Use our professionally pre-written templates or you can easily edit to create customized letters unique to your way of doing business. Get results fast!
 

— Customer Support Tools

When the job is sold you have a complete Letter Library, full of customer support tools i.e.

• Workmanship guarantee form
• Thank you for your business letter
• Custom satisfaction survey
• Invoice/change orders
• Referral thank you letters
• Delay letter
• And lots more

You can add letters to your customer Letter Library anytime.