Utilities Overview

File menu screen

Status Reports

You can create custom status reports for all quoting activity. (File Menu or Tool Bar)

Lead Source

You can add custom lead sources for your status reports. (File Menu).

Customer Database Directory

Share the Customer Database over a network by specifying a directory on another computer. (File Menu).

Disk Image Directory

Streamline updates in a networked environment by specifying a directory on another computer. Then one download will take care of the whole office. (File Menu).

Move/Copy Customer Files

Easily move previously saved quotes from your C drive to the network to consolidate old quotes and share all quotes with the rest of the office. (File Menu).

Integration with Other Software

Eliminate double entry by setting up links to other programs. Highlight the desired bridge and click "Active". (Tools Menu). Integration screen

Integration Setup

Form Letters

Add or revise form letter that pull names, etc., from your database. (File Menu or Tool Bar).