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Customer management
- Define your customer easily
- List them
- Keep their inventory for them
Automatic customer schedule emailing
- Automatically notifies customers when their recurring calibration is coming due, so nothing slips through on either side
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Quotation
Prepare your quotations in just a few clicks:
- Select customer - 1 click
- Select product - 1 click
- Approve the quote - 1 click
- Send the quote by email - 1 click
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Price management
- Centralizes pricing for services and customers, so quotes and invoices stay consistent across the lab
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Work orders from quotation
- Create work orders for each item in the quotation automatically
- Pull previous gage data
- Follow the calibration status of every gage in each quotation
Subcontractor management
Previous measurement storage
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Job Tracking
- Follow every job from intake to shipping, with a live view of where each device sits in the lab and what is left to do
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Online customer inventory
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Procedure selection
Reference gages management
Daily live calibration schedules
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Certification
- See previous data and enter new measurements
- Each certificate is prepared and numbered automatically, based on the product definition and your accreditation status
Work closure
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Invoicing
- Complete all calibrations
- Invoice the final revised quotation
- Transfer invoice data to your accounting system, matching products and customers automatically
Data transfer
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Product, laboratory, user and calibration method management
- Keeps your catalog of services, assets, and calibration items organized and ready to quote from
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Standard and extended reports
- Standard reports - all regular database reports
- Extended management reports - performance reports, income reports
- Live laboratory status pages
Smart eMail Server
- Sends and files job-related emails automatically, keeping the paper trail attached to the right job without manual copying
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