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- Creation of jobs based on templates or previous jobs
- Job interaction log
- Purchase order register
- Multi-currency job set-up
- Job interactions via relationship management module
- Job enquiries using trendscape form technology
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- Assign tasks and resources to a job
- Creation of task lists for employees
- Track completion of tasks
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- Creation of quotations by activity type
- Tracking of quotation revisions
- Printing of quotations
- Quotation approval process
- Ability to base a quotation on a previous job
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- Creation of sales invoices by job
- Creation of sales credit memos linked to jobs
- Pro-forma Invoicing
- Ability to mark up costs based on pre-set percentages per activity type
- Ability to over-ride marked up expenses per client or pet transaction
- Customer purchase order register
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- Enter purchase orders
- Match vendor invoices to purchase orders
- Ability to enter vendor invoices with no purchase orders to a job
- Enter miscellaneous charges
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- Ability to enter time on an individual basis or batch
- Ability to enter timesheets via the Internet
- Employee productivity reports
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- Detailed work in progress reports
- Job cost/sales synopsis
- Integrated Report Designer
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- Document automation system
- Business alert system
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