Features that set us apart from the rest
Showroom and Canvassing App
Take leads and submit them to AdminBase without needing a license .
Electronic Signatures
Send quotes to your customers for electronic signing directly from AdminBase .
Integrated Text Messaging
Send appointment confirmations and reminders by SMS from AdminBase , with a history of messages stored against each lead or contract .
Customer Portal
Allow your customers to see order progress online , make payments , confirm appointments , raise service calls and view documents relating to their installation .
Taskboard
View all contracts as “ To Do Lists ” according to their status in your pipeline .
Multi-stage Invoicing and Payments
Create stages to your invoicing and maintain a full audit trail for changes to the contract value . Export to your accounts package .
Commissions
Manage and create commission payments to all types of personnel .
Barcode Support
Scan products into your stores using electronic delivery notes and barcodes , as well as managing rejected items and remakes .
Stock Management
Manage ancillary items and assign costs to individual contracts for more accurate job costing .
My AdminBase Diary App
Sales , Survey , Installation and Service team members can view their appointments and related documents in their app and send back images , notes , and the like into AdminBase . Managers can see their team members ’ appointments .
Commercial Contracts
Create and manage large multiple property contracts with management of invoicing and retentions .
Installer App
Collect quality plans and customer sign-offs on a tablet , no more printing off of fitter ’ s packs .
Service App
Go to service calls with full information on previous callouts , balances outstanding , and products fitted . Add parts required for the Service Department to order and rebook follow up appointments , and collect sign-offs from customers .
Custom Key Performance Indicators
Design your own metrics and drill down into the leads or contracts that are relevant
Custom Data Views
Any list of contracts can be created allowing you to focus on specifics . For example , new contracts this week , installations next week with undelivered items , the flexibility is endless .
PricePoint Integration
Sales pricing and surveys linked to PricePoint with documents and sales images generated automatically available from the lead or contract in AdminBase .