Take orders and invoice on the spot

Create new sales, quotes, invoices and orders out in the field

Capture customer signatures for proof of delivery

Record billable activities such as services

Email/Print quotes, orders, invoices and credits immediately

Complete POS transactions from the handheld

 

 

Serve your customers better and access information wherever you are

Create new customer cards and sales templates on the spot

Access customers contact details, previous sales, balances and reports whilst in the field

Automate special customer and item pricing with customer groups and up to 30 special pricing levels

Administer shipping methods and payment types, products groups and head office accounts

Audit transactions as the time stamp and employee id are automatically recorded

 

Synchronisation and Integration with your accounting system

View field orders on the Mobileezy Desktop immediately after they are made

Export details to the Mobileezy Desktop or your MYOB, Reckon, Xero and Attache accounting system. Choose which invoices to export to your accounting system

Import items, products, employees, customers and supplier cards from your accounting system to Mobileezy

 

    Reports provided for better business analysis

    Customer. Item purchases, payment, route history, runlists, missed visits

    Item Item purchases, payment, route history, runlists, missed visits

    Employee. Orders, Item Sales, Route history, Activity Slips and handheld synchronisation reports.

    For a full list of available reports click here.

     

     

    More complex business needs

    Small Business comes with some additional features.

     

    Run Sheets and Customer Visits

    Schedule  and manage customer visits including recurring visits. Manage customer lists and sales rep territories

     

    Manage Line Items

    Add detailed product descriptions to your orders and invoices such as colour, size and style. Record use-by date, batch product or serial numbers

     


    Support

    Mobileezy Small Business includes Basic Assist Support for ongoing monthly email support. 

     You may wish to upgrade to our premium package which provides telephone and remote desktop  computer support. To read more about support click here