Locked and loaded
With EzPSA there is one system for everything that you can access from any device, at any location. Packed with features for every task that you need, there are no third party applications required - everything is fully automated for you right out of the box.
EzPSA gives you the all the tools you need to help you consistently deliver extraordinary service to your
customers and a client relationship management system (CRM) that will strengthen connections with your customers.
The CRM tools also help you reach out to new customers and really spur on your business growth.
With EzPSA it’s easy to keep track of who is who in your business. Information about clients, suppliers, staff, leads and prospects are all readily visible to you, It connects businesses and individual contacts through their interrelationships, giving you a complete picture of your business.
EzPSA can also help you grow your client-base. Take advantage of powerful business generation tools such as email marketing and lead and opportunity management.
By giving you a 360 degree view of your client – past and present quotes, activities, service requests, and equipment details all in one place – EzPSA ensures you have the information you need to develop and apply strategies, automate processes, and systems that will help you develop clients for life.
The EzPSA software has project management modules to help you plan and track any size of project, with varying degrees of complexity,
from start to finish. By creating a project in EzPSA you can easily manage the workflow associated with job completion.
You can step through the workflow using EzPSA to generate estimates, quotes, sales orders and purchase orders; allocate and track time and material,
monitor progress, and finally, generate invoices. The EzPSA business and office automation system allows you full control of these
activities from a central point and reduces costs by linking together all the components so they become automated business processes which are managed
from a central dashboard and easily accessible from any location.
Using EzPSA means you will have information available to see what a job actually cost to deliver; this information will help you to make accurate evidence-based quotes. It can also help you see where improvements could be made so that future quotes will be even more competitive. This allows you to quickly figure out where the money and resources really go and how to pitch a quote to get the most business.
Generating quotes and invoices from EzPSA is easy, but for jobs with monthly or annual agreements we’ve made it even easier – EzPSA can automatically generate invoices on a schedule set by you.
EzPSA can notify clients that new information is available to them to access via the client portal, or they can be printed for posting or emailed direct to the client. All quotes and invoices will include your logo.
Entering in the payment details of invoices is easy with EzPSA – you won’t need to open each individual invoice to update it, EzPSA has a bulk editing function that makes this process quick and painless.
- Automatically emailed reoccurring products. Great for automatic invoicing for domain names, web hosting and other monthly or annual agreements.
- Simple payments of invoices without the need for time-consuming individual confirmation unlike other PSA and office automation software.
- Automatically Print or Email Statement and send them out.
- Emails, Quotes and Invoices can be accessed by clients via the client portal and will bear your logo.
All documents generated by EzPSA include your logo, and different themes are available so your version of EzPSA matches your company style and conveys your brand properly.
We can also create additional fields to customise EzPSA for your business. Your customisations can be grouped and linked to businesses, individual contacts, products and projects. This allows you to create a system that is more efficient for your business type if you have specific needs.
- Automatically emailed reoccurring products. Great for invoicing domain names, web hosting and other monthly or annual agreements.
- Simple payments of invoices without the need for time-consuming individual confirmation unlike other PSA systems.
- Print or Email Statements with automated sending.
- Emailing, Quotes and Invoices bear your company logo and are made available to clients through an easy-access portal.
All documents generated by EzPSA such as the office automation, CRM system or IT project management modules
include your logo, with a number of themes available to match your version of EzPSA with your company style, to properly convey your brand.
We can also create additional fields to customise EzPSA for your business. Your customisations can be grouped and linked to businesses, individual contacts, products and projects. This allows you to create a system that is more efficient for your business type if you have specific needs.
- Get a birds-eye-view of where time is spent by you and your staff
- Store time against projects and tasks, or within service requests (tickets)
- See who is performing and bringing the most revenue into your business
- Discover where time could be better utilized or more productive
- Reminders can be set up for staff that forget to fill in their timesheets
- Export your time details to a spread sheet to use in your payroll program
With EzPSA you can provide a convenient self-service portal for your clients. This means a secure entry point that lets your clients log in to an area where they can view, download, and upload private information.
The client portal also allows clients to log service requests and monitor progress of their jobs.
This is a great time-saver for you, and also means you are able to provide a truly responsive service to your clients who appreciate being able to see for progress for themselves without you having to invest time in answering emails or the phone in order to update them.
- Provide a self-service portal for your clients so save you time and empower them with the information they want available to them immediately.
- Clients can view quotes, invoices, service requests and their contact information.
- Collaborate on service requests.
- Encourage interaction that helps you develop better client relationships.
Using EzPSA to automate purchase order generation means all information about the purchase is captured so you can then use the EzPSA software to manage the order process all the way through to payment.
EzPSA allocates a unique number for each purchase order and gives you the option of printing or emailing the order to the supplier. It then enables you to attach the supplier’s invoice to the relevant purchase order in the system and automatically reminds you to pay the invoice. This has a great streamlining effect on the whole Purchase-Invoice-Payment process and makes management a breeze!
This type of business process automation is a great way of managing your accounts payable process and has the added benefit of ensuring that your credit rating stays good. For any small business this can save a lot of time and effort in managing purchasing and maintain your reputation as a reliable purchaser.
- Generate a purchase order to print or email to your supplier
- Integrate with other EzPSA modules using office automation
- Automated purchase order numbering
- Attach related supplier invoices to a purchase order
- Notifications remind you to pay invoices and help you keep track of you obligations
- Preserve your credit rating with payment automation
For any contact within EzPSA you can automatically log a phone call and capture the activities that came from it, such as appointments, requests and notes. You can also attach an email or an SMS message to a contact. This means you have a complete record of what you said and when you said it, all in one handy location.
This can save a lot of time when it comes to performing tasks related to information you have received from a client – you will be able to access all the information you need that is related to a project or client and have it assembled together without having to make time-consuming searches or cross-matching information from different sources.
- Track interactions with clients and staff.
- Record phone requests, appointments and notes
- Send emails and SMS messages
- Find project information quickly