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GET A 360 DEGREE VIEW OF YOUR BUSINESS IN MINUTES WITH WEBATAR MOBILE BSUINESS APPLICATION

WHAT YOU GET WITH YOUR WEBATAR

Quotes

Offline and Online – create quotes quickly on the fly and allow the customer to sign quotes directly on the device.

  

Check List

Offline and Online – Create any template needed to create a checklist. Link this to a Trackit item and you are able to check on a list. This can be used for fleet management, assets and machinery in the field.
  

Support Log Ticket

Online only – Schedule and monitor logs that have to be completed for clients, feedback to clients on the status of the task or give feedback on the percentage complete of the support Log.

  

Activity

Online only – Directed at sales reps to monitor their target performance.

  
  

Client Visits

Offline and Online – Capture time, travel, toll fees and stock used at a client. Aimed at consultants, sales reps and technical support staff. This is quick and live capturing.
  

Reminders

Offline and Online – Create your own to-do list or request information from other staff, once they are complete, you will receive an email back to say it is completed.
  
  

Sales Lead

Online only - Assign and monitor the sales leads on the mobile app for the sales rep.
  


  

Expenses

Offline – Capture expenses on the run, take a photo of the slip and submit for approval. Petrol, entertainment and reimbursement claims.
  

Client Information

Offline and Online – Check on customer contact information, last 10 invoices, 6 months graphs, outstanding tasks and navigate to a client.

  

Trackit

Online only - Track any physical item or information relating to a client. Like a cardex system or file system on clients. Allow technicians to update on the run.
  
  

Booking

Online only – Allows one to book in Trackit items to be repaired, coupled with job costing, you can quote and manage the job of the item to the point of invoicing and then finally booking out.
  

Approvals

Online only – Coupled with the purchase ordering system, managers can approve POs on the run, view actual quote from the supplier and agree or disagree with the PO until final approval.

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NO-FUSS TIME LOGGING AGAINST CLIENT AND PROJECT

  • Capture time logs live on a smart device
  • Works online and offline on smart devices
  • Assign a task
  • Assign billing rates, both actual and estimated
  • Make notes
  • Add multiple disbursement items to a time log
  • Setup time ‘From’ and time ‘To’
  • Assign priority levels
  • Schedule  logs for  staff
  • Bill out additional stock items
  • Import time from Excel sheet
  • Attach Photo
  • Sign Electronically

GET TIME BILLING INTO INVOICING STAGE QUICKLY

  • Promote and select multiple time entries for invoicing
  • Compare and change price values for invoice
  • Check invoice totals prior to processing
  • Run Statements, Age Analysis, process payments and
  • Allocations
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DOWNLOAD THE APPLICATION

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