SoEasy’s Trades Professional version is designed to help manage a trade business such as a plumber, electrician, builder, or painter.

Ideal for keeping up-to-date with your:

• cash book
• customer database
• stock
• jobs
• quotes
• debtors
• creditors

Designed for non-accountants so it's very easy to use and provides you with a professional environment that helps you manage your business better.

Time saving features help you do more in less time, which gives you more time to work on your business.

Available in single or multi user versions plus the enhanced Enterprise version, which has many additional functions to help you increase job management and introduces advanced marketing features to help you maintain good customer relations and sell more.

SoEasy Enterprise versions include

• Advanced marketing techniques to help build sales.
• Automatic follow-up of quotes.
• Additional Job Management feature to help you co-ordinate jobs.
• Special email automation to deliver quotes and invoices faster.
• Fast time sheet processing.
• Additional Job Costing functions allowing you to import invoices from your supplier and display/bill them against existing jobs.

If you want to build your business faster, SoEasy Enterprise is the place to start.

Trades Professional Features and Benefits

• Complete easy to use accounting system to help you manage your day-to-day administration requirements.
   
• Easy to use so everyday people can operate the system and learn quickly.
   
• Comprehensive security system enabling you to keep a tight control of cash and stock.
   
• Fast update of your Cash Book saving you time.
   
• Import your transactions from your bank's web page saving you hours of input and also update your creditors' and debtors' accounts.
   
• Built-in Artificial Intelligence helping you to avoid mistakes.
   
• Automatic budget manager helping you to manage and report on your cash flow.
   
• Paperless Office Technology enabling you to reduce paper usage, email documents and save time.
   
• CRM database providing you easy access to your customers,  suppliers and trading history.
   
• Produce Quotations in seconds.
   
• Request deposits and progress payments.
   
• Invoicing features enable you to make sure you are always making a profit.
   
• Produce Job Sheets from Invoices therefore saving time and achieve additional efficiency.
   
• Specialist debtors management tools help you receive money faster and stop credit of slow payers.
   
• Easily import and update your products register from spreadsheets.
   
• Easy stocktake functions that process your stocktake faster.
   
• Manage your creditors and plan your bill payments.
   
• Buy-in re-billing feature; if you purchase items from a supplier to fulfil a customer's requirements, you can automatically bill the customer for the item, update stock and update your creditors all in the one action.
   
• Special marketing features enabling you to sell more and increase profitability.
   
• Project management features to help you keep on top of the work flow.
   
• Advanced marketing features help you sell more. Features such as selling prompts like 'do you want fries with that?'
   
• Produce your own barcode/price labels for quick scanning of products and avoid incorrect item billing.

Specific Enterprise version Features

In addition to the standard features of the Trades Professional, the Enterprise version includes

• Project management allowing you to assign jobs to specific days and seeing your work flow.
   
• Assign staff to jobs and analyse staff performance.
   
• Import invoices from suppliers and in a special screen, compare billed amounts against charged amounts. Bill items to customers that have not been charged for.
   
• Link invoices together to provide an overall Job Costing and analysis.
   
• Link pictures, documents and pdf files against clients and jobs so that all related material is accessible from the job screen.
   
• Build templates in MS Word, Excel, Open Office and, at the click of the mouse, create a copy of the template and store it against a job. Ideal for planning and managing jobs.
   

If you want to build your business faster, SoEasy Enterprise is the place to start.

General Trades Professional Features

Cash Book - Part of Small Business
Built-in security
Cash Book
GST Reporting
Artificial Intelligence
Chart of Accounts
Dissection of transactions
Memorised transactions
Budget creator and manager
Import transactions from Bank's web page
Cash flow predictor
Reports
Export transactions and most reports to spreadsheet
Trial Balance
Statement of Financial Position
Monthly analysis
Email reports
Platform - Part of Small Business
CRM Database
Newsletters
Products register and stock control
Print barcode labels
Order system
Quotations
Deposit requests
Invoicing
Statements
Debtors Management
Creditors Management
Basic marketing tools
Email invoices/statements
Email functions
Diary
Enterprise Special Functions
Advanced marketing functions
Sentinel
Bulk email function
Repeat (automatic and manual) billing for warranty or subscription based billing
Progress payments
Advanced job costing
Advanced Project Management
Linking of documents to customers, quotes and invoices
Advanced commission functions
Multiple identities
Points system
Special import functions
Call Centre

Multi Branch

If you have multiple branches and want to link them all together, SoEasy has been specifically designed to facilitate this model of operation. SoEasy can be set up in a web based, terminal services environment where a centralised server delivers the data efficiently to each store irrespective of the branch location. This saves on administration time and enables you to manage your branches all from the comfort of one central location. To find out more please contact one of our Certified Distributors.

Upgrades

Upgrade to any other version of SoEasy at any time plus add additional workstations.

Support

A support contract is available and includes

• Reasonable amount of general support.
• Remote Assistance where we can connect to your PC over the Internet.
• Access to our online resources including video tutorials.
• Access to our user forum.
• All updates including yearly upgrades.
• Frequent newsletters.
• FREE 2 GB off site back-up service.

For detailed information on support contract terms and conditions, please go to http://www.soeasy.co.nz/supportcontract/

Training & Set up service

Training is available as well as assistance to set up your SoEasy system.