The Premium Pack



Create a Job and Service Request from a CRM Quote Create a Job and Service Request from a CRM Quote

This App allows users to create a Job and Service Request from a CRM Quote. It also creates a Job Estimate based on the Quote value.

RRP: $500.00 per year

Combine Quotes in a Single Document Combine Quotes in a Single Document

Print multiple quotes on one document from a CRM Organisation.

RRP: $150.00 per year

Convert Service request scheduled time to a JC Timesheet

This App is designed to record employees' time on JC Jobs, where the organisations uses the CRM Service Request scheduler to plan and organise the daily activities of their ‘Service Persons’.

RRP: $500.00 per year

Advanced Exception Handler Advanced Exception Handler

This App replaces the default Greentree handler. When an exception occurs, the App emails a screen-shot of the active form and details of the issue to an email address specified in the App's Module Control.

RRP: $250.00 per year

Sales History button on CRM Quote Entry

This App allows you to see what products a customer has been buying, directly from the CRM Quote screen, and add those products to the quote.

RRP: $250.00 per year

A&A Rules in AP Payment Selections A&A Rules in AP Payment Selections

This App adds a “Rule” button which allows you to select an A&A rule to filter/select suppliers, Invoices and Credit Notes for payment. E.g. all suppliers with balances from 0.01 to $100.

RRP: $250.00 per year

AP Supplier Purchase History Tab

This App adds a "Purchase History" tab to the Supplier Maintenance and Enquiry screens, so that you can see what has been bought by product or service.

RRP: $250.00 per year

Advanced SO Carrier

The Advanced SO Carrier App allows users to select a Carrier during Sales Order Entry and to select a label option when completing a packing slip:generate a file extract for UPS (XML format) or select a label printer.

RRP: $500.00 per year


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