Ideal for the smaller installing company.


Be as professional as your biggest competitor with AdminBase One.


Designed to ensure your customers are managed and cared for with a level of control and reporting appropriate for the smaller user.

Reports

Management Reporting
Standard reports provide information on the 0rderbook and project cash flow for coming weeks. Collection of outstanding balances can be monitored with comments recorded and reported on

Sales Reporting
Understand which advertising methods and sales areas perform well

Letters

Customer Correspondence
Standard letters for each contract type and payment method automatically produced

Financials
Pro Formas, statements and receipts customised to suit your stationery

Fitting Forms
Customer questionnaires, quality plans and fitters information sheets


Fully customisable
All letters customisable with all data fields available for inclusion

Contracts

Entering contracts
Contracts are transferred from leads saving duplication or can be entered directly

Products
Define a list of your products and record these details on each contract

Fitting information
Record fitters, site address and date contract completed

Financial Records
Keep records on deposits, variations of contracts, and payments to enable reporting on orders on hand and balances outstanding

Audit Trail
Letters are recorded as they are produced