Features

With AdminBase® everything is in one place. Do away with duplication and explore the features of our automated, web based system.

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AdminBase

  • Capture enquiries from your web site or canvassing automatically
  • Schedule sales appointments and send reminders
  • Make sure leads are followed up with next action dates
  • Analyse results by lead generation method, sales personnel and product interest
  • Sales KPI’s displayed on live screens
  • Every aspect of the contract in AdminBase removes duplication and paper files
  • Inform the customer as each contract stage is completed
  • Internal processes managed at company level
  • Create purchase orders from survey data and track deliveries
  • Schedule fitters and other trades with drag and drop diary
  • Display schedule on live screen to replace T cards
  • Know instantly what your order book is and monies due are
  • Integrates with accounting software
  • Manage all costs for profit at job level
  • Easily spot repeated call outs for the same issue
  • Calls scheduled and customer appointment reminders sent
  • Identify manufacturing issues

Apps

  • No more hand written sales contracts
  • Signed contract emailed to customer within minutes
  • Full quote or contract details uploaded to AdminBase
  • Attach photos and freehand drawings
  • No more handwritten surveys
  • Record information on access, risks and parking for the fitters
  • Survey information uploaded to AdminBase
  • All relevant information from contract and survey available to fitter
  • Collect electronic sign off from customer
  • All fitting information uploaded to AdminBase
  • Capture information on work done and parts required
  • Inform service engineer of balances to collect
  • Collect a signature to sign off the service call
  • Service call in AdminBase updated
New

Customer Portal

We are proud to launch our brand new Customer Portal! A customer solution that allows window, door and conservatory retail installers to offer an Amazon-style self-service option to their customers! Customers can login to their Customer Portal to track the process of their installation, confirm appointments and make payments. This means a reduction in business administration and an increase in customer satisfaction!

  • Track the progress of your order
  • Make payments
  • Confirm your appointments
  • Raise a service call
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Features

Discount applied for multiple users. Scroll through the table below to view our full range of features.

Benefits

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AdminBase

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AdminBase +

Add custom fields with related possible answers for capturing information additional to standard fields to customise your use of the software.

Yes
Yes

AdminBase help centre available from within software.

Yes
Yes

All reporting services included with many standard reports supplied and a report designer within the system. No need to export to Excel – all reporting is live.

Yes
Yes

Attach PDF’s, Pictures, Videos, Voice recordings, Spreadsheets etc to your lead and contract records.

Yes
Yes

Audit trail changes to your data for full accountability on errors.

Yes
Yes

Automatic notifications to Customers, Sales people and personnel on the completion of any task within the system.

Yes
Yes

Automatic updates to all new features as they are made available.

Yes
Yes

Customisable templates for all emails and SMS messages.

Yes
Yes

Default Email and SMS templates can be different for each Quote or Contract type.

Yes
Yes

Dial out from AdminBase wherever there is a telephone number.

Yes
Yes

Drag and drop documents onto our support portal to quickly attach documents even if you are not an AdminBase user.

Yes
Yes

Email directly from AdminBase with a copy kept with the lead or contract record.

Yes
Yes

Extensive reporting features such as graphing and pivot tables to analyse data.

Yes
Yes

Filter any view of the data and produce reports from filters.

Yes
Yes

Hundreds of standard reports available.

Yes
Yes

Incoming emails automatically attach to lead and contract records so that the thread of communication is available in AdminBase.

Yes
Yes

Log telephone conversations, emails and SMS messages sent.

Yes
Yes

Make certain fields mandatory.

Yes
Yes

Make changes as your company evolves whilst keeping historical information.

Yes
Yes

Map views of sales appointments, installations and service calls to aid scheduling of calls.

Yes
Yes

Navigate to all appointments using Google maps.

Yes
Yes

Postcode searches to ensure fast and accurate address entry.

Yes
Yes

Record notes against all records.

Yes
Yes

Restrict access to every single field in AdminBase.

Yes
Yes

Run separate sets of data for multiple companies.

No
Yes

Schedule SMS Messages for appointment confirmations just before appointment.

Yes
Yes

Search across the entire system to quickly and easily find records.

Yes
Yes

Send SMS to customers, salespeople and all other personnel.

Yes
Yes

Set defaults for emails with mail merged information making sending emails a one click process.

Yes
Yes

Site function apps available for iOs, Android and Windows 10.

Yes
Yes

Synchronise the AdminBase diary with Google Diary and Outlook.

Yes
Yes

Track GDPR Opt ins and contact preferences for all enquiries and customers.

Yes
Yes

Training and support always included with your subscription.

Yes
Yes

View Key Performance indicators via office TV Screens.

Yes
Yes

Customisable lead, contract and invoice numbering.

Yes
Yes

Company settings allowing many sections within AdminBase to be customised to your requirements.

Yes
Yes

Export tool for creating exports to external organisations such as FENSA and CERTASS.

Yes
Yes

Fitting appointments go to fitters app.

Yes
Yes

Full purchase ordering system with tracking of outstanding deliveries.

Yes
Yes

Purchase orders in different currencies catered for.

Yes
Yes

Manage despatch of goods to different depots.

Yes
Yes

Record quality checking of incoming deliveries.

Yes
Yes

Manage large commercial projects with hundreds or even thousands of properties on a contract.

No
Yes

Manage recommendations from customers and payment of rewards.

Yes
Yes

Manage supply only collections and deliveries.

Yes
Yes

Run Supply and Fit and Supply only jobs as well as different contract types within those categories.

Yes
Yes

Service calls go to service engineers.

Yes
Yes

Survey appointments go to surveyors app.

Yes
Yes

View overview of all contract stages via a dashboard and drill down to individual contracts.

Yes
Yes

Manage suppliers and their product lists.

Yes
Yes

Manage and pay customers for recommendations.

Yes
Yes

Advise any sales staff or personnel of appointments via SMS or Email from within the diary.

Yes
Yes

Colour diary according to appointments types or based on other data fields.

Yes
Yes

Diary handles staff who multi task eg Sell and survey, install an service, survey and service.

Yes
Yes

Interactive diary with drill down to every aspect of lead or contract

Yes
Yes

Manage any trade, team or staff via Diary.

Yes
Yes

Calculate and pay commissions to sales staff via commission plans that take account of sliding scales dependant on discount given.

Yes
Yes

Create default invoice lines for each contract type.

Yes
Yes

Customise invoice templates.

Yes
Yes

Enter timesheets and create installer payments advices.

Yes
Yes

Exports of Sales Accounts, Sales Transactions and Purchase Invoices to all Sage versions, Xero, Pegasus and Quickbooks.

Yes
Yes

Full audit trail of all charges, variations to contracts and payments received on a contract.

Yes
Yes

Handle retentions.

Yes
Yes

Import Supplier invoices from invoice scanning software.

Yes
Yes

Invoice your customers for all of the various stages of an order and manage outstanding balances.

Yes
Yes

Ancillary items stock allocated to contracts and included in job costing.

Yes
Yes

Include overhead costs in job costings.

Yes
Yes

Canvassers / Showroom app - collect leads from a phone or tablet without an AdminBase login.

Yes
Yes

Create custom lead results and subdivide each lead category for more detailed analysis.

Yes
Yes

Customised processes for different quote types.

Yes
Yes

Design different stages for leads to progress through based on the enquiry type.

Yes
Yes

Input sales budget and report against them.

Yes
Yes

Make Multiple appointments per lead.

Yes
Yes

New enquiries from your web site feed directly into AdminBase including online appointments.

Yes
Yes

Record marketing costs.

Yes
Yes

Report on performance of lead generation methods and know cost per lead and cost per sale.

Yes
Yes

Report on performance of sales people.

Yes
Yes

Restrict viewing of leads within branches.

Yes
Yes

Set actions to be taken for each lead type and manage due dates and follow ups.

Yes
Yes

Track enquiries from all lead sources and sub divide sources for more detailed analysis.

Yes
Yes

Track sales performance against targets and budgets.

Yes
Yes

View leads at various stages with a single click.

Yes
Yes

Import prospect databases for marketing to.

Yes
Yes

Manage prospects and convert to leads.

Yes
Yes

Save leads as Prospects for future marketing.

Yes
Yes

Report on conversion rates per Salesperson.

Yes
Yes

Report on conversion rates per Lead Source.

Yes
Yes

Report on conversion rates by Product interest.

Yes
Yes

Record a recommendation from an existing customer in their recommendation records for payment to them is a sales results.

Yes
Yes

Analyse reasons behind service calls and spot fitting and manufacturing issues.

Yes
Yes

Create guarantee profiles to apply to products with varying warranty lengths according to parts of a product.

Yes
Yes

Full Service call and Installation remedial management.

Yes
Yes

Log complaints and resolve in a manner that conforms to ISO.

Yes
Yes

Parts ordering system.

Yes
Yes

See what is covered by warranty when booking a service call onto the system.

Yes
Yes

Ancillary stock ordering system.

Yes
Yes

Ancillary stock management.

Yes
Yes

Manage stocks in multiple depots and locations within a depot.

Yes
Yes

Ongoing training on features and assistance with implementation included.

Yes
Yes

Modification requests encouraged and where considered to be the overall enhancement of the software implemented FOC.

Yes
Yes

Regular assessments available with recommendations on how to improve your business and use of AdminBase.

Yes
Yes
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