Sales & Order Management for Total ETO

Job or project information is centralized and available in real-time. Having quick access to these details improves collaboration and communication. Capture change order information, including labor, material, and sales price changes, so they aren’t omitted or forgotten. It’s also easy to copy similar project elements from past projects using budget or actual costs. 

Your sales team can easily review their funnel and access metrics on conversions from quotes to sales. It’s fast and easy to create multi-term sales orders and track your customers’ purchase orders (POs) to share with accounting. Templates can also be added to projects as equipment specifications to pass to estimating and engineering.