Track Leads & Generate Estimates
Products • Overview • Order Online • Features • Why Choose The Service Program? • ROI • Testimonials • Demos Software Features • Integrates With QuickBooks • Integrates With Handhelds • Create Tasks & Manage Contacts • Leads & Estimates • Scheduling • Routing • Invoicing • Manage Rentals • Track Materials & Equipment • Manage Inventory • Create Reports • Manage Service Contracts Industries Served • Pool Service & Maintenance • Lawn Care & Maintenance • Landscaping • Irrigation • Plumbing • Electrical Contracting • HVAC • Snow Plowing & Removal • Pest Control • Liquid Waste Removal • Portable Toilets • Bottled Water Delivery • Equipment Rentals • General Service Businesses • General Delivery Businesses Training • Free QuickBooks Training • The Service Program • Schedules • Register for Class Support • Open A Ticket • User Forum • Renew Plan • Knowledge Books • FAQs Learn More • Pricing • Upgrades • Demos • Testimonials • Order Online • Moneyback Policy Contact Us		The Service Program allows you to enter and maintain leads and estimates for both potential and existing customers. When a job is awarded, an invoice is generated for that estimate and seamlessly integrated with QuickBooks®. For your convenience, you do not have to enter a lead into QuickBooks if they are not an existing customer. From the Leads and Estimates menu you can: Create customizable estimates Limit what columns are printable Easily change column headings on a per estimate basis Calculate price on a per linear or square foot basis Maintain leads by individual customer or customer grouping Set up a task to schedule follow-ups with leads Utilize estimate list to follow-up with leads/customers and track lapse times Enter and print an unlimited number of detailed estimates, including the date the job was awarded or rejected and the reason why rejected Track jobs that were awarded and rejected and why Generate a work order directly from an estimate

Track Leads & Generate Estimates

Products
• Overview
• Order Online
• Features
• Why Choose
The Service Program?
• ROI
• Testimonials
• Demos

Software Features
• Integrates With QuickBooks
• Integrates With Handhelds
• Create Tasks &
Manage Contacts
• Leads & Estimates
• Scheduling
• Routing
• Invoicing
• Manage Rentals
• Track Materials & Equipment
• Manage Inventory
• Create Reports
• Manage Service Contracts

Industries Served
• Pool Service & Maintenance
• Lawn Care & Maintenance
• Landscaping
• Irrigation
• Plumbing
• Electrical Contracting
• HVAC
• Snow Plowing & Removal
• Pest Control
• Liquid Waste Removal
• Portable Toilets
• Bottled Water Delivery
• Equipment Rentals
• General Service Businesses
• General Delivery Businesses

Training
• Free QuickBooks Training
• The Service Program
• Schedules
• Register for Class

Support
• Open A Ticket
• User Forum
• Renew Plan
• Knowledge Books
• FAQs

Learn More
• Pricing
• Upgrades
• Demos
• Testimonials
• Order Online
• Moneyback Policy

Contact Us

The Service Program allows you to enter and maintain leads and estimates for both potential and existing customers. When a job is awarded, an invoice is generated for that estimate and seamlessly integrated with QuickBooks®. For your convenience, you do not have to enter a lead into QuickBooks if they are not an existing customer.

From the Leads and Estimates menu you can:

Create customizable estimates
Limit what columns are printable
Easily change column headings on a per estimate basis
Calculate price on a per linear or square foot basis
Maintain leads by individual customer or customer grouping
Set up a task to schedule follow-ups with leads
Utilize estimate list to follow-up with leads/customers and track lapse times
Enter and print an unlimited number of detailed estimates, including the date the job was awarded or rejected and the reason why rejected
Track jobs that were awarded and rejected and why
Generate a work order directly from an estimate