Take orders and invoice on the spot

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

Record billable activities such as services

Capture signatures for proof of delivery

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

 

 

Reports provided for better business analysis
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Customer. Item purchases, payment, route history, runlists, missed visits

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

Stock.  Register, asset levels, losses, requests, transactions, book out/book in

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

For a full list of available reports click here.

 

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

 

More complex business needs

In addition to the above features, with Mobileezy Small Business with Stock you get the following additional features.

 

Run Sheets and Customer Visits

Schedule  and manage customer visits including recurring visits. Manage customer list 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

 

Stock Tracking

Stocking management, tracking and reporting. Multi-location stock tracking. Export stocktakes to accounting system (if MYOB) 

Picking and Packing

Automated pick lists. Van picking with stock level management. Warehouse picking with stock level management and stock request automatically sent through to pick

 


Support

Mobileezy Small Business  with Stock 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