Construction Estimating Software

Construction Industry Software for Contacts, Appointments, Quotes, Estimates, Invoices, Jobs, Certificates

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Construction Estimating Software

Amphis Customer is designed to make it easy to store Contact Details, Create Appointments, Create Estimates (Quotes) and Invoices, manage Jobs and create documents such as Customer Letters or Certificates. In order to create an Estimate (Quote) or an Invoice, you just need to search for the customer record and click Create Quote or Create Invoice.

Customer Search

To search for a customer, you just need to enter any combination of name, company name, address, telephone number, or email address. Or you can enter a document number such as an Estimate or an Invoice number. You can also search for text that appears in the customer history. Just click Search and all the corresponding customer records are displayed.

Search Customer Records

Create Quotes and Invoices

You can create free-form or itemized Estimates (Quotes) and Invoices. With a free-form Quote or Invoice, you can type any number of paragraphs and you can assign a price for each paragraph.

With an itemized Quote or Invoice, you can select items from a Parts Database to add to the Quote or Invoice. You just need to enter the quantity for each and you can specify discounts.

CRM Software Supports Any Currency

The customer name and address for the selected customer are automatically added to the Quote or Invoice. Sales totals and taxes are automatically calculated and the Invoice or Quote is created and displayed in Microsoft Word. You can Print the Invoice or Quote with an Envelope or Address Label. Or you can Email it directly to the customer as a Word document or PDF file (requires Word 2007 or a later version).

Here is an example free-form Invoice created with the "formal" template. Other templates are also supplied and you can easily change the templates to add your letterhead or logo. You can change the wording and fonts or you can create your own templates using Microsoft Word.

CRM Software - Invoice Example

Invoice Payment Tracking and Payment Reminders

Invoices are automatically tracked. Overdue Invoices are shown on the Today View or you can run an Overdue Invoices Report. A Payment Reminder or Statement can be created at the click of a button showing payments already received and the balance outstanding.

Appointments

You can create Appointments and Reminders to help you stay organized. Recurring Appointments can be set up for regular Service Visits every 6 months, for example. Or a Recurring Reminder can be set up to phone the customer every 6 months to arrange a suitable Service Visit Appointment. Appointments appear on the Appointments View and you can go straight to the customer record with one click.

Customer Appointments

Today View

The Today View shows what is planned for today including any Reminders to create Invoices or Quotes or to call or email customers. Invoices that are due or overdue are displayed - overdue Invoices are displayed in red. With one click you can go straight to the customer record. Any Tasks or Appointments for Today are shown. You can Customize the Today View to only show Reminders that are relevant to your business.

CRM Software Reminders

Jobs and Job Sheets

You can arrange your work by creating Jobs and Job Control Sheets. You can link Invoices, Quotes, Receipts, Expenses, Appointments and other history entries to a Job so you can see the complete Job History at a glance. You can record Expenses for a Job and also assign specific people to a Job. Jobs have a status such as In Progress or Invoiced and you can set a Budget for a Job. A Job can automatically create an Appointment for the duration of the Job which is visible on the Appointments View. A Job Control Sheet is easily Printed or Emailed. For more information on Jobs and Job Sheets, see Job Sheets

Certificates

You can easily create Certificates. See Certificate Software

Custom Fields

You can easily store data specific to your business in Custom Fields which are displayed on the Custom Tab.



  • Software does what it says on the tin and has been invaluable in keeping track of customers.
    Antony Poole
    AA Construction
    Spain

  • Great software. I like it.
    I tell you what, I am liking this software more and more that I use it and discover its features. Nice work.
    Sean
    Cameron Joinery Ltd, London

  • I have been looking for a simple CRM solution that is not cluttered with loads of features I don't need, or that wants you to pay every month a subscription to use the program you have already purchased. Amphis-software has answered my prayers. I am also impressed with your customer service both during the evaluation period and after sales
    Well done
    Regards
    Mick Grantham Managing Director
    Creative Ceilings (UK) Ltd


More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?


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CRM Case Studies

CRM Case Studies

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