![sitecapture facebook sitecapture facebook](https://sitecapture.zendesk.com/hc/article_attachments/360045202394/Screen_Shot_2019-08-19_at_2.56.38_PM.png)
Integrated telephone dialer built into the system. You can drag and drop (web version) between the different states. Job Board track the status of all of your jobs and see it visually on our job board. We have an importer utility built into the program to make it easy to migrate your existing data from excel or another CRM solution into SunbaseData. Add/Access them in the field they are stored safely on Amazon's S3 Cloud. Originally built for Solar Industry the system is incredibly flexible and is used by roofers, electrical companies, painters, therapists, landscapers and many more.Ĭreate invoices including repeat invoices to generate and send to your customers.Ĭreate workorders with permits, what to be done, notes, attachments and details of the system.ĭoes your industry have financing? Do you have to track financing applications or permits we got you covered.Īdd your attachments to the customer or the job.
![sitecapture facebook sitecapture facebook](https://sitecapture.zendesk.com/hc/article_attachments/360038410954/mceclip1.png)
Ready to go out of the box start entering leads after signup in minutes.Īppointments are automatically synchronized with Google Calendars and view-able through the system. Track your leads, appointments and customers with all of the fields that you need you can create your own. Great for businesses that want to know when their employees arrived and left the job site. You can track your employees location with our GPS feature tracking their location for historical playback and mileage calculation. Let SunbaseData help take your business to the next level you can access all of your business information from customers, sales, financing, operations and installation from your office or on top of a customers roof. For more information please visit our website This application requires a paid account for your business with SunbaseData.