Worxstream

Beautiful, branded sales Estimates – Worxstream produces beautiful sales Estimates branded to your company. Stand out from your competitors with elegant, professional sales estimates that are easy to read and understand resulting in WINNING MORE JOBS Inbuilt Gross Profit Calculator – Know your Profit for every Job Every Install Our customers love inbuilt Gross profit calculator which is the amount of money you make from selling your products and services. Markup / Margin Calculator – Customer can add Markup or Margin percentages at every line item for every product or service.   Customer 360 - Focus on your customer. Grow your business! Create, organize, and store valuable client info, so you can access their info anytime, on the go. ONLINE PAYMENT PROCESSING - Secure, real-time credit card processing FEATURES: – Add Margin Markup percentages Know your Gross Profits before you send proposals to customers. Add products & services in groups Customize your estimates & invoices with your company info, logo, etc. Accept Credit Card directly through the app Accept Partial Payment Estimate, invoice and Job / workorder for any product or service Send estimates to your customers, then convert them to invoices later Send Jobs to service tech and convert it to invoice. Include invoice payment terms: 30 days, 14 days, etc. Add Payment methods Get notified when your estimate or invoice has been read Discount on item or total Tax on item or total, inclusive, or exclusive Attach photos to your estimates and invoices Preview estimates & invoices before you send Print or email estimates & invoices on the spot Create a personal message for your clients Convert estimates into invoices Keep track of customer payments and how much you're owed Manage and save your clients information Customer 360 – View Set your tax rates QuickBooks integration Job / Work Order – Create a Job and assign it to your service technician Dispatch board Add Job location / Job Name / Valid Until and Prepared by Team Calendar – Dispatch Board Attach Job instructions Attach Job Notes Estimate – Easily add sections to your Estimates Group products, services & labor into sections Optional sections for more flexibility Beautiful, branded sales proposals Notes section Attach Files, Manuals and Brochures Add Margin Markup Know your Gross Profits before you send proposals to customers. Profit Analysis and Payments and Taxes – Add Margin Markup percentages for each line item and service Know your Gross Profits before you send proposals to customers. Create special pricing based on each customer for large orders or project Manage Tax exemption certificates, different taxes for each customer Tax on item or total, inclusive, or exclusive Cross-sell & up-sell services with Optional section in estimate Track various payments such as Paid, partially paid and Un paid invoices Customized payment terms for each invoice: 30 days, 14 days, etc. Different payment methods such as (Credit Card, Cash and Checks) WHO USES Worxstream? All types of general contractors, estimators, and service companies use the app, such as: general contractors, HVAC Providers Garage door Installers, Alarm Companies, handymen, electricians, plumbers, builders, landscapers, roofers, painters, carpenters, heating and air conditioning, flooring, siding, tile, concrete, paving, bathroom and kitchen remodeling, renovators, deck builders, drywallers, pest control, and more!