Dashboards Galore
When you are dealing with multiple levels of management and departments, you know that they need different indicators for their areas. Having a dashboard for […]
5 easy steps to review your EOFY goals
Do you want to know how your business performed in the 2014-2015 financial year?
We’ve put together 5 easy steps to help you find out.
1. Quality
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Styling Icons
Over the past few months, our team has been working hard behind the scenes in pursuit of a great user experience, giving special attention to visuals, how things […]
Automating Sales (Pt 2) with Opportunity Tags
By now you should have your referral programs up and running and you have leads coming in thick and fast. You may identify a higher potential in one […]
Automating sales (Pt 3) with job conversions
Here is a little something we have come up with to make your departments talk to each other; Converting Sales to Jobs
With every successful conversion, one […]
Defaulting resources to selected quantities
The way you quote your products and services will differ based on the industry you are in. Our Fortix Enterprise Platform provides users the ability […]
Resources one vs two rows
There are two ways that you can view added resources in your quoting form on the Fortix Enterprise Platform:
The first, shown below, is to view […]
Organising estimates
When viewing estimates on your Fortix Enterprise Platform, you may be able to see the following components on the page:
1. Those that are pertaining to […]
Ordering in quotes and proposals
The contents of your quotes and proposals will soon have the ability to be ordered. What we have designed is a way to order your products […]
Costing for setup fees and charges
Obtaining supplies from various establishments could mean setup fees and charges involved for each custom job that you do. So how do you cater for […]
