800.533.7420
03/19/2024
Premier Data Systems, Inc.
 

Search results for 'finance plugin'

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  1. Finance Plugin

    General tab

    Starting at: $295.00

    The Finance Plugin is the perfect tool to manage all of your client finance needs from invoice to receivables to collections, the Finance Plugin can help you stay on top of the single most important part of your business – Finance.

    Learn More
  2. Service Plugin

    Main screen

    Starting at: $295.00

    Scheduling and managing service work is easy with the Service Plugin. Easily record recurring service work such as annual inspections or daily, weekly or monthly contract service work. Learn More
  3. Sales Plugin

    Main screen

    Starting at: $295.00

    Manage your entire estimating process including drafting and sending your estimates through closing and converting to invoices. Learn More
  4. Shortcuts Plugin

    Main screen

    Starting at: $295.00

    Go paperless! The Shortcuts Plugin offers a unique way of attaching documents related to each of your accounts. This includes pictures, emails, spreadsheets, word documents, etc. Any type of document you wish. When you select an account, you will see shortcuts for each document for the selected account. Learn More
  5. My plugin

    My Plugin General tab

    Starting at: $295.00

    Despite a wide variety of optional Plugins, you may sometimes find a need to record even more information that is not held anywhere else. This easily configured plugin will hold just such information in your own searchable fields. Learn More
  6. Locations Plugin

    Locations plugin main page

    Starting at: $295.00

    The Locations plugin can hold detailed information on the location of each client, prospective client, vendor, etc. including miles to site, map page, average travel time and more. Learn More
  7. Communications Plugin

    Main screen

    Starting at: $295.00

    The Communications Plugin is customer communications software that helps you create and manage form letters. The included word processor lets you easily create forms that will automatically mail-merge client information. Learn More
  8. People Plugin

    Main screen

    Starting at: $295.00

    The People Plugin is used to record extensive details of some or all of the people related to each of your clients. This could include a wide variety of people including owners, decision makers, accounts payable, building managers, etc. Learn More
  9. History Plugin

    Main screen

    Starting at: $295.00

    The History Plugin will show a complete list of all history that has occurred for each of your clients. This includes history from all other Plugins including the Finance Plugin, Service Plugin, Sales Plugin, etc. Additionally, you can use the Comments action on the Plugin to record any other random comments that would not normally be held on any of the other Plugins. Learn More
  10. Purchasing Plugin

    Main screen

    Starting at: $595.00

    The Purchasing Plugin is used to manage all purchasing and receiving from your vendors. Learn More

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