Take orders and invoice on the spot
Create new sales, quotes, invoices and orders out in the field
Capture customer signatures for proof of delivery
Record billable activities such as services
Email/Print quotes, orders, invoices and credits immediately
Complete POS transactions from the handheld
Serve your customers better and access information wherever you are
Create new customer cards and sales templates on the spot
Access customers contact details, previous sales, balances and reports whilst in the field
Automate special customer and item pricing with customer groups and up to 30 special pricing levels
Administer shipping methods and payment types, products groups and head office accounts
Audit transactions as the time stamp and employee id are automatically recorded
Synchronisation and Integration with your accounting system
View field orders on the Mobileezy Desktop immediately after they are made
Export details to the Mobileezy Desktop or your MYOB, Reckon, Xero and Attache accounting system. Choose which invoices to export to your accounting system
Import items, products, employees, customers and supplier cards from your accounting system to Mobileezy
Reports provided for better business analysis
Customer. Item purchases, payment, route history, runlists, missed visits
Item Item purchases, payment, route history, runlists, missed visits
Employee. Orders, Item Sales, Route history, Activity Slips and handheld synchronisation reports.
For a full list of available reports click here.
More complex business needs
Small Business comes with some additional features.
Run Sheets and Customer Visits
Schedule and manage customer visits including recurring visits. Manage customer lists and sales rep territories
Manage Line Items
Add detailed product descriptions to your orders and invoices such as colour, size and style. Record use-by date, batch product or serial numbers
Mobileezy Small Business includes Basic Assist Support for ongoing monthly email support.
You may wish to upgrade to our premium package which provides telephone and remote desktop computer support. To read more about support click here