Service Business Software
Software for your Service Business
Service Business Software
Amphis Customer is designed to make it easy to store Contact Details, Create Appointments, Create Quotes and Invoices and manage Jobs.
Searching for customer records is easy. 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 enter a term to search for in the customer history. Click Search and all the matching customer records are displayed.
You can create Reminders and Appointments to help you stay organized. Recurring Appointments can be set up for regular Service Visits. For example they could be set up to automatically recur every 12 months. Alternatively, a Recurring Reminder can be set up to call the customer every 12 months to arrange a suitable time for the next 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 you have planned for today including Reminders to call or email customers or to create Quotes or Invoices. Invoices that are due or overdue are displayed, overdue Invoices are displayed in red. You can go straight to the customer record at the click of a button. Any Tasks or Appointments for Today are shown. You can easily customize the Today View to only show Reminders that are relevant to your business.
Invoices and Quotes
You can create free-form or itemized Quotes and Invoices. Free-form Quotes or Invoices let you type any number of paragraphs and you can assign a price for each paragraph.
Itemized Quotes or Invoices let you select items from a Parts Database to add to the Quote or Invoice.
The customer details and address 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.
This is an example free-form Invoice created using the "formal" template. Other templates are supplied and you can easily edit the templates in Microsoft Word to add your letterhead or logo, change the wording and fonts or you can create your own templates.
You can Print the Quote or Invoice along with an Envelope or Address Label. You can Email the Quote or Invoice straight to the customer as a Word document or a PDF file (requires Word 2007 or a later version).
Invoice Payment Tracking and Payment Reminders
Invoices are automatically tracked and a Payment Reminder can be created at the click of a button and either Printed or Emailed to the customer.
Jobs and Job Sheets
You can organize your work by creating Jobs and Job Control Sheets. You can link Quotes, Invoices, Expenses, Appointments and other history types to a Job. Specific people can be assigned to a Job and you can record Expenses. A Job has a status such as In Progress or Invoiced and you can set a Budget. Jobs can automatically create Appointments which are visible on the Appointments View. A Job Control Sheet can easily be printed. For more information see Job Sheets
Custom Fields and Custom Reports
Custom fields can be used to store information specific to your Service Business. Custom Reports can be created to report on the exact information your business need or you can use the many built-in reports.
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 ?