Customer Functionality is auto-synchronized with QuickBooks

- Browse, add and edit Customer and Sub Job information live with QuickBooks.

- Familiar Customer Detail page for editing and adding customers.

- Ultra Fast rolodex access to customers and their jobs.

- Convenient buttons provide one click access to view Estimate, Invoice, Payment and Credit History.

- Record payments that auto apply to the job or directly to a specific invoice.

- Sales Rep Security Lock down: Engage the sales rep lock downs to limit sales rep users to see only their customers. Now they can login and enter or update data themselves, empowering them and reducing your workload!