Double Glazing Software
Software for Double Glazing - Contacts, Appointments, Quotes, Invoices, Jobs
Amphis Customer is designed to make it easy to store Contact Details, Create Appointments, Create Quotes and Invoices and manage Jobs. To create a Quote or Invoice, simply search for the customer and click Create Quote or Create Invoice.
You can create free-form or itemized Quotes and Invoices. A free-form Quote or Invoice lets you type any number of paragraphs and you can assign a price for each paragraph.
Itemized Quotes and Invoices from the Windows and Doors Database
An itemized Quote or Invoice lets you select items from a Parts database. So you can add the Windows and Doors that you sell to the Database. Then to create a Quote or Invoice, just select the Items to add and the quantity of each. The Totals and Taxes are calculated for you and a Quote or Invoice is automatically created as a Word document with the customer details, date, company logo etc.
You can Print the Quote or Invoice along with an Address Label or Envelope. Or you can Email the Quote or Invoice straight to the customer as a Word document or as a PDF file (requires Word 2007 or a later version).
Double Glazing Discounts
You can apply a discount to any item, either a percentage discount or a manual discount. Or you can apply a discount to the whole Order. See Price Break Invoicing Software
Adding Items to the Database
You can add a list of items that you sell to the Parts Database either manually or by importing the details from a spreadsheet.
This is an example Quote using one of the supplied templates. You can use any of the templates, edit them or create your own templates. You can add your logo and business details and customize the templates to suit your needs.
Invoice Payment Tracking and Payment Reminders
Invoices are automatically tracked and a Payment Reminder can be automatically created at the click of a button.
Quote Templates and Invoice Templates
Quote and Invoices are generated from Document Templates which are Word documents that you can edit to add your logo, company name and address etc. You can also change the fonts, colors etc and add your preferred wording.
CRM Case Studies