Accounting

some info on accounting

Company

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Contracts

With Adminmatic you can easily create contracts that clearly outline a project's scope, timeline and deliverables. Clients can't help but be impressed and you'll save time and increase brand recognition with our customizable print, email and PDF templates.

Level up your proposals

• Build detailed contracts with terms and line items.
• Covert to work orders once accepted to save time.
• Ability for your clients to accept a contract proposal online.
• View and respond to client feedback about an estimate.
• Preview estimates and quotes before sending.
• Email, Print and generate PDFs from anywhere in the world using our web and mobile apps.
• Easy to customize so you can look professional and showcase your brand.

Customers

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Emails

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Employees

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Equipment

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Home

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Invoices

Generating fixed price or time driven invoices is as easy as a couple of clicks. Our powerful suite of invoice generating tools ensure that you can efficiently produce invoices from single or multiple work orders in a batch. Once created you can email directly to the customer using our built-in tools and they can pay online through their customer portal.

Save time and get paid faster

• Add invoice due dates and customizable payment term that trigger reminder emails directly to the customer.
• Automatically calculate taxes and payments fees.
• Preview invoices before sending.
• Instant updates when an invoice has been viewed and paid via the customer portal.
• Detailed spending reports to keep track of your company.

Items

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Leads

With Adminmatic, you can collect and manage custom leads and quickly transform them into ready-to-send contracts or work orders. Save time by converting your prospective customers into paying customers and pocket your money sooner.

A Few Ways Adminmatic Makes Estimation Easy

• You can manage your leads by age, urgency and sales rep.
• Attach images and notes to build a punch list of tasks.
• Track lead status internally to ensure nothing is missed.
• Quickly convert into contracts with terms and down payments.
• Go directly to creating a work order that can be added to your employees schedule.
• Allow customers to create their own leads through the customer portal.

Employee of the Month

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Payroll

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Week Planner

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Schedule List

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Settings

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Employees Main

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Templates

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Templates

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Vendors

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Work Orders

Work orders identify a single customer job, allowing you to define the services and materials required with customizable tasks that are only visible to employees. They function as the main scheduling tool for the Adminmatic work flow, keeping all of your jobs and employee usage neatly organized.

Advanced scheduling and time-keeping

• Create work orders from leads and contracts or as needed.
• Track job status and get a detailed view of job profitability for every work order.
• Assign and schedule employees and equipment.
• Assign deadlines to ensure work is finished on time.
• Balance your work load with our planner to assign equal work to each crew.
• Manage images and files directly attached to the work order.
• Ping your employees schedule to the Adminmatic mobile app.
• Control what your team can and cannot access with custom permissions.

Zones

some info on zones