AdminBase
Designed to give you the benefits of better control.
Fully featured customer management through to invoicing and after-care functionality with minimal initial outlay.
Inclusive monthly licence-based charging releases capital.
AdminBase Premier
Reports
Ad Hoc Reports
Easy to use Report Designer allows customisation of existing reports and creation of new reports to mirror existing reporting and to find the answer to ad hoc requests for information
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
Puchase Order Processing
Control of deliveries and supplier information to make sure that goods are delivered just in time
Sales Reporting
Understand which advertising methods and sales areas perform well. Make sure that you are controlling your sales force rather than the other way round
Letters
Customer Correspondence
Standard letters for each contract type and payment method automatically produced
Financials
Invoices, statements and receipts customised to suit your stationery
Fitting Forms
Customer questionnaires, quality plans and fitters information sheets
Service Call Forms
Full range of Work Documents, Appointment Letters, Satisfaction Forms produced with relevant information for customer and service engineer
Fully customisable
All letters customisable with all data fields available for inclusion
Service Calls
Service History
Records of service calls stored with each contract making it easy to see the service history on problem contracts
Detailed Problem Analysis
Analysed by category. Set multiple problem codes against a service call for detailed analysis
Remakes
Parts can be ordered and deliveries recorded and managed for Service Calls
Service diary
Schedules all service work. Handles service engineers appointments
Service Call Forms
Full range of Work Documents, Appointment Letters, Satisfaction Forms produced with relevant information for customer and service engineer
Costings
Purchase Ordering
Raise and track purchase orders for all contract related stock. Enter goods received and report on products due for delivery
Commissions
Calculate and control sales commissions and labour payments
Job Costings
Puchase invoices can be entered along with all other associated job costs to produce detailed job costings per job and across the company. Costs can also be exported to your accounts package
Diaries
Appointments
Allows on screen planning of all work types with warnings for clashing appointments
and the ability to search for the next free period
Views
Schedules can be viewed by day, week or month. Full flexibilty of diary views by
personnel and managers
Customisable
Information displayed in appointments can be configured according to each user
Background Information
Block out periods of time for holidays, meetings
Working Week
Settings for available working time adjustable for each work type
Contracts
Entering contracts
Contracts are transferred from leads saving duplication or can be entered directly.
All documentation relating to a contract can be attached and viewed directly from the contract record in AdminBase. No more wasted hours tracking down paper files
Customers and Contracts
Each customer's contracts stay together enabling domestic, trade and commercial customers to be managed in one system
Contract checklist
To control the supply process on each contract and to manage the status of orders across the whole company
Financial Records
Deposit invoices, stage payments, retentions, variations of contracts, and part payments
all catered for
Leads
Centralised Control
Brings all of the sales management tasks together in one application to remove duplication and increase efficiency
Postcode lookups
Enter the postcode and have clean addresses entered automatically
Comments
Unlimited dated comments, directions, scanned documents and other customisable information recorded for each and every lead
Advertising costs
Can be recorded for each lead source to produce lead generating cost analysis and reports
Traceability
Information on taken by, lead source, assigned to allow extensive analysis
of performance of any department
Mailshots
All historical leads stored for mailshot campaigns
