Business Automation
Business Automation
Automate Your Operations
A Web-based application that streamlines & manages your entire cash life cycle from sales lead through payment: customer data, location data, estimates and proposals, jobs, change orders, collections and liens, operating loans. The entire life cycle is at your fingertips and can be accessed on the computer or on your mobile device. The application is tailored to fit each of our client’s individual needs. Virtus’ Web-based application puts you ahead of the other guys and gives your business a competitive advantage by providing your customers with job information that they can’t get from your competitors:
- Historical and projected work by location
- Location data (square footages, items, etc.)
- An integrated work schedule
- Anytime access to open work orders and invoices
- Proactive scheduling of preventative maintenance
System Capabilities Include
The application allows for transparency into the projects and financial health of your business. Key sales, project, and financial data is available whether in the field or at the office:
- Customer Management
- Proposal Management
- Pricing and Price Management
- Proposal Templates
- Sales Projections
- Project Tracking
- Change Orders
- Task Management
- Loan Tracking
- Customer Location Tracking
- Work Backlog Reports
- Receivables Tracking and Reporting
Best of all, our staff supports you in the application. Unlike other job management tools where you still have to do all the work, with Virtus, you are not on your own. We provide you with our dedicated staff who learn your business and work behind the scenes as part of your team to make sure information is entered and accurate while moving your processes forward.