You will be able to see exactly how TRADESBase Pro works by watching any of these Screencasts. For more information please contact your BASETrack Partner
See how easy TRADESBase is to use in this general main tour. TIn this screencast we will show how easy it is creating customers, their invoices, and taking their payments
PlaySee how easy it is to setup TRADEBase and start creating Invoices etc within a few minutues. The initial setup gets you up and running very quickly, howeve,r can see that you can come back at any time to enter new details in the Master Setup
PlayViewing and adding service entries for your Equipment / Assets. You can also convert an service entry to an invoice should you wish to An Asset can be any type of equipment
PlayAdding an appointment - sending SMS or email confirmation. If needed you can then create a job sheet and monitor the job sheet progress. You can also use this with our Remote App - which can be used by staff out on the road
PlayCreating a professional estimate will only take a few minutes. You can create an Estimate in your own Customer Details account,. or you can create it in an Estimate Holding account - then once accepted transfer it to their own account. Either way is really very quick, with a professional outcome. Once you have created the Estimate you can convert the estimate to an Invoice
PlayQUICK Quote allows you to provide a very quick cost estimate to customers. These customer might be at your point of sale, so the whole process has been designed to be very quick
PlaySetting up TRADESBase Pro to work with an SMTP account. You can send Invoices, estimates etc from an SMTP account-
PlayTRADESBase Pro comes with a build in security access system. This provides a good level of security of everyday users who you have decided need access to various places or not. Its is optional apart from the Core Data area that always requires a login
PlayEnter item names that will appear on your Invoice - Estimate etc. items that you sell or use within your business. With these entered you can then use this names in 'Service Pack' which is a very easy way to add lots of item names to Invoices and Estimates. You can also then use the items within Stock Contributed and monitor when they where sold and to which invoice.
PlayTRADESBase Pro comes with the option to handle customer credit terms and set credit limits. Within these options are ability to stop invoices being raised to customers who have exceeded the credit limits. You can sent as many 'Customer Groups' with different options.
PlayTRADESBase comes with an Inquiry Manager which will use to take the initial enquiry. You then have the option to schedule both email and phone call follow ups for any future periods.
PlayThe option to network TRADESBase Pro over your LAN (Local Area Network) if very easy and give you the choice (you will need an additional licence) to have more than 1 PC using TRADESBase Pro. Also this screencast shows you how to make Back Up copies of your data files.
PlayTRADESBase provides you complete control over the taxes you need to apply or not depending on your Country, State or City etc. This screencast will show you all the options you have to apply tax or not
PlayTRADESBase comes with the option to set a reminder from within the Work Done line within the Customers Invoice. This is not only an easy way to set up a reminder but its also a cost effective way to communicate with your customer to maybe follow up on the work you have just completed for them
PlayThe Remote App is a great way to send Diary Appointments out to your staff who can operate in any part of the county. Used in these circumstances you will need a Windows Server Setup for the Remote App to work. However you can still use the Remote App within your LAN (Local Area Network) without any further Windows setting up (other than networking in house etc)
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TRADESBase is really easy to use to send SMS messages via Bulk SMS. You can send SMS messages from a variety of different places for different reasons
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TRADESBase has a chase system incorporated so that you can turn an Invoice chase on and then record notes as to the propect of when you are going to be paid
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For companies requiring a multi branch solution our Management system will provide this solution, with a shared database of customers between your branches within the group. Learn More [+]
