Xtreme for Water Treatment
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Manage all your entity relationships for leads, prospects, customers, vendors, and employees.
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Ability to track the full sales cycle.
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Track all your water test results for arrival, raw, and departure.
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Utilize a process called LADSI - Lead, Appointment, Demo, Sale, and Install. This will allow you to do reporting based off your Sales Reps and sources to find out who and what sources are performing the best.
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Create orders, receive payments, invoicing, and emailing of invoicing.
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Directly integrated with merchant services for lightning fast payments.
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Attach documents directly to your entity's record. Attach their system location, the plumbing for insurance purposes, their initial agreement, and much more. Attach any file type.
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Scheduling for your sales rep, service techs, trainers, and any other employees.
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Integrated Google Mapping to schedule more efficiently.
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Track and maintain service dates for equipment.
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Inventory tracking for both serialized, non-serialized, and inventory by location.