Software Features and Setup Options
Profitmaker Retail software will allow you to store your supplier cost prices, speed up your order processing and automate your document delivery.
With Profitmaker Retail you get the leading window & door installation software from as little as £4 per day.
| Lead Management | Yes | ||
| Sales Quotations | Yes | ||
| Sales Contracts | Yes | ||
| Email Integration | Yes | ||
| Sales & Survey Diaries | Yes | ||
| Customer Management “CRM” Database | Yes | ||
| Variation of Contract | Yes | ||
| Installation Diary & Manager Monitor | Yes | ||
| Actual Profit Analysis | Yes | ||
| Service Diary & Engineer Monitor | Yes | ||
| Minimum Profit Control | Yes | ||
| Delivery & Despatch Control | Yes | ||
| Trade Customer List | Yes | ||
| Sales Manager Monitors | Yes | ||
| Maximum Discount Levels | Yes | ||
| Mobile Staff Diaries | Yes | ||
| Capture Digital Signatures | Yes | ||
| Business Metrics (Live Reporting) | Yes | ||
| Composite Door Databases | Yes | ||
| Bay Window Calculator | Yes | ||
| Commercial Job Estimating | Yes | ||
| Finance Options | Yes | ||
| Staff Notification Emails | Yes | ||
| Standard Reporting | Yes | ||
| Personalised Sales Layouts | Yes | ||
| ‘Fitters Pack’ Layouts | Yes | ||
| Standard Sales, Survey & Installation Forms | Yes | ||
| Purchase Order Processing | Yes | ||
| Record Payments Received | Yes | ||
| Accounts File Export | Yes | ||
| Data Export Function | Yes | ||
| Interactive Forms | Yes | ||
| Health & Safety Documents | Yes | ||
| Customer Reminder Messages via Email & SMS** | Yes | ||
| Conservatory Designer | Optional Extra | ||
| Mobile Canvasser App* | Optional Extra | ||
| Staging* (Workflow Analysis) | Optional Extra |
*Only available with a Custom Setup
**SMS messaging credits required
| Setup Type | Setup Options |
| Basic Setup | Includes setup of your company information, basic layouts, other supplier costs and your company logo. Basic setup will also includes our default cost prices which are editable. |
| Standard Setup | Includes setup of your company information, basic & additional layouts, other supplier costs, finance options, maximum discounts, minimum profits and your company logo. Standard setup will also include the setup of approximate supplier cost pricing. |
| Custom Setup | Includes setup of your company information, customised layouts, other supplier costs, finance options, maximum discounts, minimum profits and your company logo. Custom setup will also include the setup of actual supplier or manufactured cost pricing. |