Display all features
Display only the invoicing
and quotation features
By systemizing the distribution of your service calls, you save time two ways: by planning tasks from the office and documenting the work done on the site.
Employees on the road have instant access to all the information they need, including the client’s name and address, the appointment time and the type of work to be done.
Once the mobile application is synchronized with your database, it stores the information from your customer and product files.
You can access your information anywhere, whether or not you are connected to the internet.
Select a customer by searching by key word, add products and services, save the invoice and you're done!
Document your files for better control: Electronically capture your customer's signature as a way to accept your work or confirm an order. Attach photos or other files and immediately send a copy to your customer by email.
As an administrator, you can view, modify and approve the invoices issued by your employees before they are transferred to Acomba.
The quotations created can also be transferred to Acomba or be converted into invoices. Modifications can be made in each case.
Detailed reports can be generated to closely follow the work of your sales force or analyze all your invoices and quotations, detailed reports can be generated.
Do certain tasks have to be performed on a regular basis? Do you have to periodically maintain your clients’ equipment?
Don’t miss a commitment by coaching your team: Create reminders for tasks and assign them ahead of time to the resources concerned.
Follow your trucks on the road in real time using the integrated geolocation function.
Plan the route for your delivery persons or sub-contractors in advance, and centralize the information by assigning specific tasks for which signatures or other supporting documents are required. Illegible forms and input errors will be a thing of the past!
No complex handling required. The invoices transferred using the ProgressionLIVE application will be accounted for as soon as they are approved by your account manager.
Are you adding products to your inventory? Are new customers being created in your database? All of this information will be updated in your mobile application during synchronization.
Basic
+ Startup fees
$299
2 users
Training included : 1 h
Create invoices
Send by email
Professional
+ Startup fees
$599
3 users
Training included : 3 h
Create invoices
Send by email
Electronic signature
Photos and attachments
Card
Complete
+ Startup fees
$999
5 users
Training included : 10 h
Create invoices
Send by email
Electronic signature
Photos and attachments
Card
SMS sending
Create customers on the road
Mandatory fields in work orders
Customized fields in work orders
Customized task process
Customized
+ Startup fees
starting from $999
5 users
Training included :
According to quotation
Create invoices
Send by email
Electronic signature
Photos and attachments
Card
SMS sending
Create customers on the road
Mandatory fields in work orders
Customized fields in work orders
Customized task process
Equipment
Plan recurring tasks
Timesheet
Assistant
Importing and exporting
Additional customization possible
Platform: | Acomba X (all packages), Acomba (Complete package only) Mobile applications: iOS, Android |
Required Acomba applications: |
Accounting Suite (Basic package) Accounting Suite, Inventory, Orders (Professional and Complete packages) |