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The streamlined layout of
the client manager screen was designed
enabling you to quickly and easily manage all of
your Home Inventory Business Clients in one convenient place.
The Client Manager maintains your customer's
property and insurance information as well as
managing their inventory, important documents and
videos.
To ensure your customer's privacy, a unique
client ID is assigned to each customer. Their
name and information is viewable only by you from
within the program.
Just enter information about your customer, their
insurance and add property photos. The program
will use this information to automatically generate
Home Inventory Reports and Software.
There are two different Client
Managers available within the program, 1) The
Home Inventory Client Manager for use with your
customer's residences and 2) The Business Client
Manager which is ideal for use with Businesses,
Religious Institutions and other Organizations.
Each provides entry fields specific to the type
of customer and produces either "Home Inventory
Reports" or "Business Asset Reports"
respectively.
While most users will only need one client
manager for each type of customer, you may
create multiple client managers. For
instance, if you are operating your business in
two or more areas you may want to distinguish your
customers by geographic location or if you are
working with a partner or if you have employees
you may want to create additional client managers for
each location or operator.
You are able to maintain an unlimited
number of customers within each Client Manager
along with their inventories, pictures, videos,
document scans and their estimates or invoices.
For security and ensuring your customer's
privacy, each customer is automatically assigned
a unique client identification which safeguards
their information outside of the program.
Performing data back-ups or moving
information from one computer to another is
simple. The program creates one folder
with a very small footprint on your hard drive
which can be easily transferred. No
identifiable customer information is visible
within the folder.
Explore more Home
Inventory Business Software details:
Intuitive screen
layouts are easy to use and guide you
effortlessly through the entire
process of scheduling all your appointments,
pricing your services, managing your
customer's information, documenting their inventory
and creating a complete package
which includes professional inventory
reports and client software ready to deliver
to your customer.
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Fast &
Easy to
use |
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Master
User
Unlimited License |
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Free
Updates |
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Unlimited
Support |
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The
software supports international users and is complete with operating instructions,
on-going support and
free updates.
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You will receive a
Master User's
Unlimited
License
allowing you to install and use the program
on each of your computers. Concentrate on providing services and growing your business
without having to purchase additional
software licenses.
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