Features
CRM Estensa is the complete software for technical support management.
It follows your work in every phase and allows for simple and effective control of inventory and electronic invoicing.
Features
CRM Estensa is the complete software for technical support management.
It follows your work in every phase and allows for simple and effective control of inventory and electronic invoicing.
Interactive dashboard
The dashboard provides an overview of:
- intervention calendar
- planned interventions
- service orders to be set
- invoice due dates
- low inventory items
- projects in progress
- contracts expiring
- contract payments due
Mainly manages purchase and sales invoices, and purchase and sales orders.
- It is possible to manage customers who are also suppliers by associating both types of information.
- Multiple contacts can be linked to a customer record (owner, sales office, etc.) by setting their main information (name, phone number, email, city, location).
- It is possible to add additional locations in addition to the legal one.
- Viewing of sent emails and planned marketing activities.
- Statistics on interventions performed, estimates and contracts worked on, and invoices issued.
Management of intervention cards with the possibility of setting appointments and changing intervention status.
- One or more technicians can be assigned with their hourly rate, per km and call-out fees, with the possibility of rounding final amounts for invoicing.
- Inventory items used during the intervention or general additional expenses can be added.
- The intervention can be connected to a system previously connected to the customer in question, in order to be able to trace which system the intervention was performed on.
Mainly manages purchase and sales invoices, and purchase and sales orders.
- It manages INPS (National Institute for Social Security) reimbursement, withholding tax and stamp duties for professionals.
- The chosen payment type automatically generates the deadline in the schedule and the invoice can be closed by generating the movements in the ledger through the first note that is generated semi-automatically.
Management of contracts of their own customers.
- It allows specifying the validity dates of the contract, whether it is renewable or not (with a related reminder of a certain number of days in advance) and the related hourly, km and call charges.
- It is possible to schedule interventions on predetermined days during the contract period, or to schedule monthly service orders, i.e. periodic operations (e.g. periodic checks of a system).
- It is possible to display the hourly statement by linking each intervention to the corresponding contract, in order to report any extra hours used or advanced hours.
Management of articles and delivery notes.
- It manages warehouse articles with related inventory, with the possibility to execute load-unload operations of quantities through invoices or delivery notes, or manually.
- Management of customer price lists (discounts for customer groups).
- Management of purchase and sales delivery notes.
- Management of vehicles used by technicians, with the possibility to show the technician only the articles loaded in his/her vehicle.
Management of systems.
It is a module for creating systems (cars, computers, cranes, printers, etc.) to associate with customers, in order to keep track of the interventions performed on each system and thus manage more efficient maintenance.
© 2023 – CRM Estensa | web agency estensa S.r.l. / VAT 05481261211 / rea 756098-2006 / Privacy Policy / Cookie Policy
© 2023 – CRM Estensa | web agency estensa S.r.l. / VAT 05481261211 / rea 756098-2006 / Privacy Policy / Cookie Policy