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Manage your Water Filter and Treatment company with Daftra business management software. Create sales invoices or maintenance operations and filtration spare parts. Manage your inventory of products, follow up on your customers after sales, and organize maintenance appointments with workers and customers. Market your new products and services by sending alerts to your customers automatically.
Manage all company’s bookkeeping and accounting. Issue filter purchase and maintenance invoices and collect payments online. Track your total income and expenses and generate reports with your net profit.
Maintain a list of your customers, their details, contact information and maintenance and purchase history. Set maintenance visit appointments by date and time and notify clients of them. Alert your customers of updates or new water filter technologies and products via email or SMS. Display your customers’ account statements, track their balance and payments.
Add staff members from salespeople, representatives and filter technicians and assign them different authorizations according to their job roles. Assign representatives to specific customers according to service type, specify their tasks and track their progress with activity logs. Track each employee's performance with advanced reporting.
Register stock quantities in defined units. Get alerted of almost out-of-stock items, issue purchase orders from your suppliers never run out of stock. Perform stocktaking and compare the quantities to the actual stock and monitor overages or shortages. Determine your expected profits upon completion of your water filter stock’s sale.
Create a file for each customer operation with installation and maintenance details. Add revenue, maintenance or delivery expenses and invoice your customers with them. Track your net profit upon completion of each contracted work order.
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