Acumatica Cloud ERP
Begin with a quote. With ProMRO, you start with a quote – this will create visibility of your interactions with prospects, so your pipeline is visible.
Easy to use templates. This enables you to quickly quote new work, with tracking revisions to minimize any confusion regarding the approved scope.
Scope of work. The approved quote becomes the basis for the shop work orders to clearly show the scope of work. Additions are easily quoted, amended and tracked to the job.
Support Documentation. Photos, videos and other documentation can be added to help support the proposed scope of work.
Closely monitor jobs. Easily monitor all active jobs and identify problems before they become a drain on your business. Problems caught early are easier to correct and will improve your profitability.
Convert to invoice. Lastly, the shop order becomes the basis for the invoice. The invoice is sent, the receivables are updated, ledger entries created, and the loop is closed.
Visually manage. Dashboards and graphical displays highlight the important activities in your business. Time saving drill downs enable you to efficiently find the source transaction without combing through pages of detail.