Gas Engineer Software
Software for Gas Engineers - Contacts, Appointments, Quotes, Invoices, Jobs, Certificates
Gas Engineer Software
Amphis Customer is designed to make it easy to store Contact Details, Create Appointments, Create Quotes and Invoices, manage Jobs and create documents such as Letters or Certificates. To create a Quote or an Invoice, you just need to search for the customer and click Create Quote or Create Invoice.
To search for a customer, you can enter any combination of name, company name, address, telephone number, email address, or a document number such as a Quote, Invoice or Receipt number. You can also search for a term in the customer history. Click Search and all the corresponding customer records are displayed.
Create Quotes and Invoices
You can create free-form or itemized 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.
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.
The customer details and address for the selected customer are added to the Quote or Invoice automatically. Sales totals and taxes are automatically calculated and the Invoice or Quote is created and displayed in Microsoft Word.
This 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.
You can Print the Invoice or Quote along with Envelope or Address Label. Or you can Email the Invoice or Quote directly to the customer as a Word document or PDF file (requires Word 2007 or a later version).
Invoice Payment Tracking and Payment Reminders
Invoices are automatically tracked. Overdue Invoices are shown on the Today View or you can run a Overdue Invoices Report. A Payment Reminder can be created at the click of a button.
You can create Appointments and Reminders to help you stay organized. Recurring Appointments can be set up for regular Service Visits every 12 months, for example. Or a Recurring Reminder can be set up to phone the customer every 12 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.
Appointment Reminder Letters
Create Appointment Reminder Letters at the click of a button to print with an Address Label or Envelope or Email directly to the customer.
The Today View shows what is planned for today including any Reminders to phone or email customers or to create Invoices or Quotes. Invoices that are due or overdue are displayed. Overdue Invoices are displayed in red. At the click of a button 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.
Jobs and Job Sheets
You can organize your work by creating Jobs and Job Control Sheets. You can link Invoices, Quotes, Receipts, Expenses, Appointments and other history types to a Job to see the complete Job History at a glance. You can record Expenses for a Job and assign specific people to a Job. A Job has a status such as In Progress or Invoiced and you can set a Budget. Jobs can automatically create Appointments for the duration of the Job and these are visible on the Appointments View. A Job Control Sheet can easily be Printed or Emailed. For more information see Job Sheets
You can easily create Certificates for customers. See Certificate Software
You can easily create Custom Fields to store information specific to your business.
Thank you so much! Im so impressed with this product and the customer service is second to none! I will be recommending this product and your company very highly to friends, family and tradesmen i work with. I will also be providing a link from our website to your website.
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Web and Mobile access to your CRM Data
For information on Web and Mobile access to your CRM Data including using iPhone, iPad, Android, Mac, Windows Phone and other phones and tablets, see Web and Mobile access to CRM Data.