DocuWrx is a premiere FileMaker developer. Our flagship solution, Kosmas, is an end-to-end vertical market solution for the construction industry. DocuWrx also creates first class custom business solutions for many different industries including hospitality, retail, property management, healthcare, manufacturing, and many more. If you are looking for a custom solution for for your business or are interested in Kosmas, inquire below.Custom Kosmas
The phone rings and a customer needs service. Easily input the customer’s information and their request into TRUE for quick access and later use.
Assign one or more employees to manage the order, who will receive a notification in the office or in the field of a new assignment. With easy-to-read scheduling, schedule a technician to the job with confidence that there won’t be conflicts. Adjust the order of their stops and dispatch the technician on their planned route complete with mapping.
On the job, the technician can prepare a quote line-by-line including materials, labor, and automatic tax and totals calculations using TRUE Go on a mobile device. The quote is also instantly available for viewing, editing, or approval by your authorized office staff.
Also on-site, or from the office, send the quote to your customer via email, or printed copy. TRUE Go has the ability to email or print wirelessly.
When the customer approves your quote, add additional notes, make adjustments if needed, or even upload the customer’s signature of approval for record-keeping.
For better or worse, sometimes jobs don’t go exactly as expected. Modify the order as necessary and keep everyone in the loop right away. Field purchases can be immediately sent to accounting, scheduling can be adjusted and more; keeping the field crew and the office in sync.
When the work is completed, crews can take payment immediately on the spot. Instantly convert the work order to an invoice, which can be printed for the customer or sent by email. If payment is made on-site rather than being billed, transactions can be completed on a mobile device, by credit, debit, check, PayPal, or cash.
After the transaction is completed, the digitally-saved receipt can be sent to the customer by email directly from TRUE in seconds.