Booking Sales Appointments with Integrated Maps

Wasting time coordinating sales appointments and calculating travel time is a thing of the past with Insyte Business Software. Imagine including more appointments in your sales rep’s day knowing you’ve kept travel time and costs to a minimum—all in just a few clicks using Insyte’s automated mapping feature which automatically calculates travel routes for your sales team members

Booking Sales Appointments with Integrated Calendar

Flexibility in your business software is crucial to meeting the many demands of running your company.

With Insyte, even scheduling an appointment can be accomplished in several ways. In this video, we’ll show you how to use Insyte’s integrated calendar to schedule an appointment.

Optimise Sales Runs

Wasting time scheduling sales appointments and minimising travel time is a thing of the past. Imaging being able to quickly identify which sales representative on a particular day is closest to a new appointment all in just a few clicks. In this short video, we’ll show you how.

Quoting Customers – (Quick Quote Option)

Have you ever experienced not being able to quickly generate a quote for a customer, either over the phone or in the showroom. With Insyte, this can be done accurately and efficiently in moments.

Quoting Customers – (Detailed In Home Option)

Ever experienced issue’s with being able to accurately complete a detailed Quote for your customer in their home. With Insyte, this can be done in a few minutes accurately and efficiently, allowing you to spend more time with your customer.

Confirming Quotes

Confirm quotes, capture payments and book a check measure ready for manufacture all in a few simple clicks.

Complete a Check Measure

Installers complete check measures before sending jobs to the supplier or manufacture avoiding costly measurement errors.

Review and Approve Check Measures

Allow your installers to double check your job order and review and approve check measures saving you costly production mistakes.

Send Job to Supplier/Manufacturer

Notifying suppliers or manufacturers is a simple process with Insyte. Ensure correct measurements and specifications are sent each time.

Create Installation Runs

Create installation runs for your installers using Insyte’s integrated map and calendar ensuring your installers are on the road less and in the home installing.

Generating Invoices

Send custom designed invoices to your customers quickly and easily. Generate paper copies or email anywhere anytime.