mobileezy Enterprise overview

mobileezy Enterprise 5 is the easy-to-use electronic docket book software that enables service, charity, sales and consulting organisations to eliminate paper dockets and data entry from their mobile quote, order, time billing, payment invoicing, and delivery processes.

Designed for organisations of all sizes with existing accounting systems, mobileezy Enterprise helps you automate your mobile or field transactions through the use of handheld devices (PDAs) with a simple point and click interface.

All transactions recorded on handhelds can be easily updated into your existing accounting package with a click of a button by cable, modem, telephone, the internet, wirelessly or by Bluetooth - anywhere, anytime - eliminating the need for manual data entry, saving money, minimising the chance of errors and providing up-to-date accurate business transaction data. Less paper work means more time for business.

Updates are bi-directional - not only are all transactions from handhelds updated into your accounting system, but mobileezy also updates any head office changes or additions to customer, product, pricing or inventory back onto the handhelds ensuring your mobile or field staff are always up-to-date!

With improved tools to facilitate special pricing, discounts, promotional pricing, assign sales territories to individual handheld devices and create customer templates that automatically list customer product ranges, mobileezy Enterprise is ideal for growing organisations that want to take their sales, ordering and delivery automation processes to new levels.

mobileezy Enterprise comprises two software components - handheld software for Palm devices (PDAs) and an administrative desktop application for Microsoft Windows.
 

mobileezy Enterprise handheld software

mobileezy handheld software allows your mobile sales force, service technicians, charity staff and drivers to provide comprehensive pricing, stock, order, time billing, delivery, customer signature and invoicing functionality on the spot - instantly, anywhere - using a simple point and click interface. With the addition of a compatible printer - you can even print quotes, orders, invoices and signed delivery dockets right there in front of your customers. Invoice quicker, and get paid quicker than ever before.

Enterprise has the ability to create new customers on the handheld, can handle both cash sales and account sales, and also features the ability to review accounts receivable information on individual customers - highlighting payment issues before additional sales or services are fulfilled and helping mitigate bad debts. This function can be easily disabled in the desktop administrative application if preferred.

New sales territories functionality enables head office to assign specific customers to specific handhelds, ensuring staff only complete transactions with approved customers. And the new customer templates takes this process one step further - head office can now pre-populate customer order forms, quotes and invoices with pre-defined product ranges or services.

Addtional functionailty includes the ability to process credits, use multiple price levels, and capture customer signatures for quote acceptances, order confirmations and deliveries.

For more information on the many features of the handheld software, or the bundled desktop administrative application, contact us for a demo or speak to an approved reseller.
 

mobileezy Enterprise administrative desktop application

The included desktop application acts as both a library and a bridge between multiple handheld devices and your existing accounting package. When handhelds are synchronised (easily done with a click of a button via cable, over the phone, the internet, wirelessly or by Bluetooth) all transactions are transferred from the handheld devices to the desktop application, and any customer, pricing and inventory changes made by head office are updated back onto the handhelds.

The transactional data from multiple handhelds can then be reviewed and updated directly into your accounting software with a click of a button. All sales, quote, order, delivery, payment and inventory details are updated in seconds - saving you hours in data entry.

How mobileezy works:

 

 
Accounting software plug-ins

To meet the growing needs of different businesses, accounting software plug-ins are now available for QuickBooks (new for version 5.0), MYOB accounting software, MYOB Retail Manager, Sybiz, QAD MFG/Pro, Pronto, Attaché and Oracle. These plug-ins allow mobileezy data to automatically synchronise your quote, order, sales, pricing, stock and customer details with your accounting package - no more double entry!

For those using a different package or a purpose built solution, our custom development team can assist you to quickly and cost effectively integrate mobileezy Enterprise into your organisation.
 

Feature overview

• As easy to use as a handwritten docket or order book.
• Help you and your team become truly professional.
• Avoid double entry of order, time billing, sales and delivery information - it automatically updates all data into your accounting software with a click of the button.
• Reduce errors and save time - no re-keying of invoices, orders or quotes means you can cut your administration work by 70 hours each week - no more mistakes, lost dockets or long reconciliations.
• Integrates with leading accounting packages (with optional plug-ins) to truly streamline your business transactional data records.
• Create customer quotes, orders, check stock, credit notes, process payments and issue invoices instantly - anywhere.
• Includes multiple pricing levels, credit note capabilities and head office account functionality.
• Access your product, services, inventory and pricing with a few clicks - generate accurate orders and invoices every time.
• Capture customer signatures on handhelds - perfect for credits, orders, quotes and deliveries.
• Multi-user compatible - synchronise data from multiple staff using multiple handheld devices in multiple locations at anytime!
• Synchronisations from handhelds can occur via cable, docking station, modem, telephone or over the internet, via Bluetooth or even wireless networks - you can synchronise from almost anywhere at anytime!
• On the spot one-click quote, order and invoice printing anywhere with compatible printers - instant invoicing means you get paid quicker!
• Works with both products and services; and includes integrated time billing.
• New head office functionality for greater flexibility and functionality on defining territories, pricing, discounts and pre-populating customer orders with product ranges or services.
• 30 day money back guarantee.
• Comprehensive support packages available (including all software updates).

For more features, see mobileezy Enterprise Features

 

Free demonstrations

Contact us for a free mobileezy Enterprise demonstration (online or in your office), or contact one our our resellers who can assist with installation, set up, MYOB integration and ongoing support.