Pricing Plans | Managemart.com

Customer Relationship Management

Creating / removing / editing (further managing) customers
Viewing customer statistics: the quantity and sum of invoices issued, and money received from customers
Analysis of customer activity - tasks and events related to customers
Uploading and editing a customers photo
CAM (Сustomer Аsset Мanagement) - houses, cabins, villas, cars, land lots, and other assets that are owned by the customer; those assets can be receiving the service of our users (business owners).
Uploading images of assets
Sending SMS to the client and receiving SMS in response (available if connected to the SMS service)
Sending and receiving messages (internal message system)
Importing a client list (from a CSV file)
Displaying all clients and assets on the map

Invoices & Estimates

Account management (invoices & estimates) creating / removing / editing/ sending
Sending invoices & estimates via email or SMS
Customer billing online (provided that at least one of the payment systems is in use: Stripe, PayPal, or Square)
Copying invoices & estimates
Archiving / decompressing invoices & estimates
Access to data on issued / paid / overdue invoices
Exporting invoices & estimates to PDF
Uploading and placing company's logo on the invoice & estimates
The option to upload various files (images and not only) as additional attachments to invoices & estimates
Ability to view the complete invoice & estimates history
The option to automatically charge a fine (both an interest and a fixed amount) on overdue invoices
Ability to transfer estimates to invoices

Scheduler & Calendar

Managing events / tasks
DRAG & DROP events on the calendar page
Multiple views for more visual event management
Ability to create periodic / recurring events
Ability to create invoices for customers to pay directly from the event / task
Ability to change the status of a task / event
Statement function - the ability to open and end invoices in closed tasks / events for a specific period (week / month 2 days, etc.)
Assigning task executors to a single employee or a team
Ability to copy tasks / events
PDF-exporting
Grouping events / tasks by teams, employees
Various filters and sorting options
Managing the dispatch of events / tasks (dispatching is an event template for faster creation and assignment)
Coloring option for events / tasks

Expenses Tracking

Cost management (creating / deleting / editing)
Viewing full data report on estimates
The option to automatically synchronize expenses from the bank (Plaid) - only for US users
Creating recurrent expenses (costs records are automatically saved in the database)
Management of categorical expenses (creating / deleting / editing)
PDF-exporting
Printout

Payments Transactions

Summary statistical information on all payments (debit and credit) that were entered into the system manually and / or went through the system (online invoice payment / synchronization with the bank).

Documents

Managing documentation
Sending documents via email
Managing tamplates for documents
Creating documents from templates
Option of sharing documents between employees

Items & Services

Managing services and products
Managing categories of services and products
Viewing data reports on services or products provided

Equipment management

Managing information about spare parts for equipment
Maintenance planning and management
Uploading a photo of equipment
Exporting the list of equipment into PDF
Viewing the equipment amortization report
Viewing the TCO Report
Option to appoint a person in charge (assign to an employee) for equipment
Managing customer fields
Managing customer field templates (customer fields are an additional variety of information that a user can contribute to any information about object, for example, the size and color of the client's dog or the age of the clients' children or the amount of gasoline consumed by the lawnmower, etc.)

Contracts

Similar to level billing, but there is a specific fixed amount in the contracts that is divided into invoices (in equal parts). Those invoices will be created and sent by the system until the total billed number of invoices to an individual client reaches the total prescribed amount in the contract. After that the contract is marked as successfully executed.

Routes & Maps

Creating an optimized (or not) route on the map, depending on the tasks / events
Ability to group and display routes by teams (employees)
Identification of completed (executed) and open events on the map (route)
Viewing routes by selected date

Reports

Income / Expense statement (any period)
Tax report (any period)
Expenses (any period)
Earnings from clients
Customer report
Status (time of life) of accounts
Report on the services and products provided
Report on tasks / events
Employee report

Employee Management

Employee management (creating / removing / editing contact information)
Uploading a photo of the worker
ACL- managing access rights allowed for the registered employees.
Managing the level of access granted to employees (which modules and with what level of access are approved for the employees)
Timecards for tracking the working time of an employee.
Automatic employee payment calculation (if "timecards" are being used)
An option to view employees activity (Log in the system)
Team / crew management
Assigning tasks or events to specific employees
Assigning tasks or events to crews / teams

GPS Tracking

Online Tracking GPS Devices and Mobile Phone

Messenger

Internal messaging system (similar to email)

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All Included

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