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Business Management Software
RenoWare is a comprehensive, business management software solution built specifically for Specialty Home Renovation Companies and Retailers Installed Sales programs. Designed to compliment Point of Sale systems, increasing staff efficiency with professional, legal documents with proven processes and procedures. Benefits Reduce complexity, and makes it easier to get the job done Open architecture allows customization to suit your business needs Organize and track your installation business with ease, set default project types, gross margins and much more Variable payment schedules, set your own multiple defaults Track customers, jobs, installers details with ease (CRM) Set default tax requirements on sell or cost for material, labour and misc. Manage profitability by comparing estimated and actual costs by job (material, labour, misc.), project type and sales person Project templates reduce time, and increase accuracy to create proposals Multiple users on a simple Windows Network with one data base Comprehensive reporting on Installed Sales business (financial/staff)
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Ren oWa re 0 Jobs 0' Renoware L Open My Appointments Minimized Logi n
User ID: Password: L Open My Appointments Minimized Logi n Exit Renoware Renowa re Version: I.1:1 Ren oWa re 0 Jobs Contact s Admi n ee, Tools & Ut litie s industry Li nk s
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Admin
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ADMIN - Customize for your Business
Name, logo, contact information Set default, taxes on cost or sell, tax description, 2 descriptions for proposal Set default customer terms and purchase order numbering
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ADMIN – Security Control
Set your own user groups Customize by user status Allow Add, Edit, Delete, Read Only
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ADMIN – Project Types Preloaded with common types, Create your own
Type ID, Category, Class, GM% Labour, GM% Material, GM% Misc. Control if Commission Paid
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Tools & Utilities
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Legal document text control
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Project Templates
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Renoware >>» Welcome
Contacts
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* Add New Installer 0 Delete this Installer jilt Cancel & Continue
Renoware >>» Welcome lr U —8 x rnd Instaler by Rame:1 ABC Remodeing Co. * Add New Installer 0 Delete this Installer jilt Cancel & Continue E 2 na... A • I Rs -I I -r • I • -I Resources w 11 rktrUI 'CNN I Lint/111w I Labor Burden I 1 Untie LILell5IM• I Assigned KOMit.PURIM I Installer MIMI/ I R I contact Name Installer Type: Company: First Name: Last Name: Job Ttle: El Address Address 1: Address 2: City: Country: Phone/Fax/Cell Phone: Fax: Home Phone: Cell Phone: Other Phone: Ernad/Web Address 1: 2: Web: Ext.: Corporation (hi) AEC Remodeling Co. (777) John (Hi) Carpenter (iii) Play Ins1311er" (77?) 45 Oak Place Lansing State: MI USA ZIP: IR: 11:24 AM 30/12/2D1 1
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Renoware >>» Welcome
PI ME Tib rAt ? Suppliers Edit In l r U _ 8 x Find Supplier by Name: XTFD Corp - Tim ]woes 0 Add New Supplier 1=N Delete this Supplier Cancel & Continue Save & Close Name I Address I Phone iro Contact Name 4 Phone/Fax/Cell Company: Main Contact: Phone: Fax : Cell: Toll Free: Other Phone: XTFD Corp (771} Ext : Tim ]ones Tide : Tide: Tide: Sales (77?) Contact 2: Contact 3: Julie Support (//./) (800) El Address (77?) Address 1: Address 2: City: Country: Web: 575 ouytoty Payment/Discounts/Other Payment Terms: FOE Point: Preferred Carrier: Min. Shipment $: Freight Terms: net 90 days Jonesville State : ON Aroonn USA ZIP : NT(' 4T5 AJG Freight salesPrtfdcoro.corn $1,000.00 wwiv.2t-fd.00m Discount Description: 5% rebate
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Create A New Job For This Customer
Renoware >>» Welcome Egi - M ,) ? Customer Edit Find Customer by Name: Smith, lane Find Customer by Phone: _ 8 x Add New Customer I= Delete this Customer Cancel & Continue E3 Save & Close Detail s Notes I Membership Clubs pro ContactNames Company: Salutation: Last riam Job Title: Department: Display As: Phune/FacuKel Work Phone: Fax: Home Phone: Cell: Other Phone: Assistant Name: Assistant Phone: (777) Est : U Mr &Mrs First Name: (777) a U Smit h Partner Name: Io n 'Play Customer' (777) (777) Mr & Mrs Jane and Jim Smith o Address Address: Address 2: City: Country: (777) 57 Our Street / Web Address Web Address: IM Address: 31Smithigprovider.00rn Ann a State : O H US A ZIP Code: 1132 3 Learni n Internal Referrences Salesperson: Lead Source: Terms: Cutler, Murray Customer Type: Remode l Newspape r States : Create A New Job For This Customer 11:26 AM 30/ _ 1.2/2011
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Login Password: Security Access`
HAdd New Employee CI Delete this Employee X Cancel & Continue Save & Close Name I Address I Phone Name drirddrrms Commission Rates • Phone ir Fax ir Cel First Name: Last Name: Address: Phone : Cell: Peter El Active ? (416) Ext. : Jones (416) Home Phone: (416) 48 Oak Ave building / Suite: City: Country: Arva State : DN USA ZIP : 48909 SSN: Login ID: Login Password: Security Access` Installed Sales Pones PJones Sales. StifF 11:27 AM ..d. E11
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JOBS
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NOTE TABS CHANGE
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Model SIN # RFQ RFQ Sent QTY DOM PO #
7TIO' Renoware >>» Welcome _a a Jobs Edit _ 151 x 0 Job Details • Job Contacts/Address Qst. Job Totals Customer: MCG Homes Limited ■ Job Site Address: 7979 Arcadia Road, Mooretown MI, USA 45654 Contract Total: $43,945.90 Salesperson: Jones, Peter Project Type: Doors - Entry Systems Main Contact: Lee Murray Vilork PFK (777) Change Orders Total: $0.00 Job Status: Proposed jJob Number: 12 Assistant: Janet Assistant Phone: (777) Contract Actuals: Date Entered: 29/12/2011 Created By: Admin Home Phone:, (HI) Cell Phone: (777) Payment Totals: Modified Date:: ModifiedIModifieda Other Phone: (777) Contract Balance: General [Estimates Proposal I Purchase Orders I Change Orders Customer Payments I Job Invoices I Budget I lob Tasks Document Si Images Forms & Letters Lookup Template: [ Load Template 1 Save Estimate as Template Duplicate Estimate 1 Create RFQ Print Estimate Details Created Date: Estimate #: 1 Accepted 1=1 Short Description: Total Price: New Estimate - Place Description Here $2,80132 1,(12/2011 [ [ 1 [ ■ 1 1 [ + ] — 1 v [ x ] Material - Double Crick Here To Add/Edit/Delete IJEJ Lin... Description Supplier Manufacturer Model SIN # RFQ RFQ Sent QTY DOM PO # % Cost Total Cost Sales S 101 Shims, caulk, foan-iimoln Store - INVENTORY 1.00 EA 25.00 % 175.00 50. 66.57 5.1 102 Alum Cladding I In Store - INVENTORY 233.33 5. 1 of 6 C I CI D r - Double Crick Here To AddfarrtfDelete Line# Description RFQ RFQ Sent QTY DOM GM % Cost Total Cost Sales State ... Total Sale 13 I Instaler 101 Add for sidelite(s) 1.00 EA EA 25.0.6L• 50.00 66.67 cith5.00 % 102 Screen/storm door, 2nd instaile... 150.00 0.00 lag Pkgrunr.al I. 1 nn FA )s n 75 An 75 nn inn nn an gL. tin nn 1:1 1 of 13 II C2 CI 12 12 Costs - Double click Here To AM/Edit/Delete Lin e# Cost Type Descript... QTY UOM PO # GM % Cost Total Cost Sales State Total Sale 0 of 0 U 12 CI D I 11:48 AM ad 30/12/2011
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a a Eroposa I Terms - Double Click Here to Add/Edit/Delete E
Renoware >>>> Welcome PI ME 0,7Q rAt ? _ a a Jobs Edit _ 8 x 0 Job Details Customer: Salesperson: Job Status: Data Entered! Modified Date:: Job Site Address: Main Contact: Assistant: Home Phone:, Job Contacts/Address Qst. Job Totals Contract Total: Change Orders Total: Contract Actuals: Payment Totals: Contract Balance: MCG Homes Limited ir 7979 Arcadia Road, Mooretown MI, USA 45654 $43,945.90 Jones, Peter Project Type: Doors - Entry Systems ••• Lee Murray Vilork P Assistant Phone: (777) $0.00 Proposed ir Job Number: 12 Janet (777) M/12/2011 Created By: Admin (HI) Cell Phone: (777) Modified ft Lee ig:mcgltd.com Other Phone: (777) General I Estimates Pr°P4)sai: Purchase Orders I Change Orders Costumer Payments I Job Invoices I Budget I lob Tasks I Document Si Images I Forms & Letters Print Proposal Print Material Proposal Load Store Default Terms Scope of Work - Double Click To Edit Entry System Remove and replace ex ising ext rior door in wood framed wall includes: Door Size: Glass: Grills: Interior Moulding: - de liver new door / entry system - remove existing door, inspect opening to ensure proper installation of new door, insulate immediate area as is possible - install new door to man ufactu rees specifications to ensure a valid warranty - insulate with low expansion foam & caulk (colour as close to existing trim as possible) to stop drafts - install flashing / cladding as required on exterior, colour - install newt existing lock hardware, adjust and inspect for proper operation - install new moulding on interior, ready to finish by customer (reusab it ity of existing moulding cannot be guaranteed) - broom cleanup of job site dispose of old door and ps.J.sging Eroposa I Terms - Double Click Here to Add/Edit/Delete Term Term % Total Due Date ► Deposit 50.00 % $4,814.86 Payment on delivery of material 40.00 $3, $9,629.71 1 of 3 U 1 2 E a a 11:49 AM al 34/12/2D11
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Renoware >>>> Welcome Admin - [Material Proposal F=1, '1, _ 8 x File View Background 1-1, u a' a r1§, 11110Ck1;14556 'lk,IQ 4 I> N AAA Oat SiArLbliffern AU. CIIN REDA Ciali Tel : (M112,Al-P37 F.: 11777] NT 41*7 Erni!: Simi. I SACS FedsreJ 1=4 E; s,mm arzoa , .,zzac. • .= -cm• Cava ma= PA3 MEW( SCHEDULE AHD PAYNEHTTE RNAIrm uNcArAom I rrn ROO, •1* V PROPOSA L Wa.rrmt m [army or rtalaal $ liDe Hon.. Lar.yd -NA Lob Worry and Am Fr* i& Riad. *Mn IN 440E4 R.:(FFF1EQ:414* W:.A: (Fri] 121-4$17 J. Lo.on IrArrar. 13r...J.112.kac 01• 13,3e..J.113.wa f: CC , .C =.1!3.1 •• Ir 311 3 -.■-• 3 £ •1.. [crbacl...13•rc [1..:33-••• -.•3 rl :3.:. 'I • : .1 • : , ATM -,cek roilmssrssrscsAl ic,[crasers.. z - :3=, a : • 4 • . f.-••C armara.roar k 1.•fgar arcraca:rac 3s-s.sA-E, :A s laws rAc Aces Asrisr.s. •K 1,3: .3 ralra3....t.r•ro..,raa-lc z • z - .s. a • r : , ••0 • S7. • mairpkn k 31e,. en" A .1 TTT• ,.1-,11,713/■.1 etrw. ma ....Oar,. re..• r 33 A • = : a •J : mw:1 pagrimm..3- raa %iv 1:.••:•1 a cr_ ra , • • : 4J " ..rda anar ma• rmapar ram isarw, at. : • .! ra 11.r raram arena •crwa•rnInarlya..- IPIaL S. . amc r■ ,a.nr • gim: al.& M.• year erremiulara rdaeal. "'".! ' -• 'ZS MAY 2- 2 Pagel of3 45%8 IR:
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I Job Tasks I Doainent & Images Create / Edit Ins-Lager Agreement
.7T110' Renoware >>» Welcome Jobs Edit _ 8 x Find Customer by Name: MCG Homes Limited 1:=1Add New Job CI Delete this Job * Cancel & Continue Find Customer Job: Kitchen-Re-Model & New Arcadia Road, Mooretown MI, USA Save & Close .1[M Tools &Utilities 0 Job Details L Job Contacts/Address -4. Job Totals — Customer: Salesperson: Job Status: Date Entered: Modified Date:. MCG Homes Limited ,i: Job Site Address: 7979 Arcadia Road, Moorebovon MI, USA 45654 Contract Tothl: Change Orders Total: Contract Actuals: Payment Totals: Contract Balance: $2,80132 Jones, Peter /Project Type: Doors -Entry Systems "i: Main Contact: Lee Murray Work None7 (777) $0.60 In-Progress Job Number: 12 Assistant: Janet Assistant Pho Cl/ 29/12/2011 Created By: Admin Home Phone: (777) Cell Phone: (777) $0.00 30/12/2011 ,Modified By: Admin Leei3mcgltd,com Other Phone: (ill) ■_ . . . General I Estimates IProposal :-. Purchase Orders: : Change Orders I Customer Payments I Job Invoices I Budget I Job Tasks I Doainent & Images I Forms & Letters I._ Create Purchase Order I PrMt Purchase Order Face. Orders EE ... Supplier f Product Manufacturer Model SKUI # Prefix PO # Suffix PO Sent QTY UOM Cost Ship To Recpired D... CO # Nc 1 1 1 I I 1:111°°f°E111Inn J fir Create / Edit Ins-Lager Agreement Lista Iler rk Orders Installer Installation Description Agreement D... Start Date Start Time End Date Labor To... Tax Total ... g ' - - , mp _. 11 —1 a=& =i Al 11:55 AM M/12/2011
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kteria I - Double Click Here To Add/Elk/Delete
Renoware >>» Welcome PI ME rm7Q rAt ? Jobs Edit _ r4 x Find Customer by Name: MCG Homes Limited Add New Job CI Delete this Job Cancel & Continue Find Customer Job: Kitchen-Re-Model & New Arcadia Road, Mooretown MI, USA Save & Close 0 Job Details Customer: MCG Homes Limited Salesperson: Jones, Peter Job Status: In-Progress Date Entered: 29/12/2011 Job Contacts/Address -4. Job Totals w Job Site Address: 7979 Arcadia Road, Moorebown MI, USA 45654 Contract Total: $2,80132 Project Type: Doors - Entry Systems ••• Main Contact: Work None7 (777) Change Orders Total: $0.(10 Job Number: 12 Assistant: Assistant Pho (iii) Contract Actuals: Created By: Admin Home Phone: (777) Cell Phone: (777) Payment Totals: $0.00 Modified By: Other Phone: till) Contract Balance: EE Tools &Utilities Modified Date:, 30/12/201 1 General I Estimates I Proposal I Purchase Orders Change Orders Customer Payments I Job Invoices I Budget I Job Tasks I Document &Images I Forms & Letters Lookup Template: Load Template Save CO as Template Print Change Order Print CO Details Create RFQ Create Purthase Order Created Date: Scope of Work: Double Click to Edit Total Price: Sold Sold Date: 1E1 —1.1 El-1571M +] T=1 F.T 1 Tx- 1 kteria I - Double Click Here To Add/Elk/Delete I l_ine# Description Supplie r Manufactu... Model SKU # RFQ l RFQ Sent QTY DOM PO # GM % Cost Taxl Tax2 Total Cost 5-1 Record of 0 51 ITHEEIIIHril bor - Double Crick Here To Add/Elk/Delete-Ill r rr Line* Description Installer RFQ RFQ Se... QTY UGH GN % Cost Total Cost Sales State ... Total Sal... Fl Record 0 of 0 IT1 r+1E E•15z 1 Costs - Double Click Her:LI/Edit/ DelL
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tu stain er Payments I a _ 8 x O D _a■=.1
:7T10' Renoware > >» Welcome M rm ib rAt ? Jobs Edit Find Customer by Name: MCG Homes Limited Find Customer Job: Kitchen-Re-Model & New Arcadia Road, Mooretown MI, USA _ 8 x 1==1 Add New Job I= Delete this Job Cancel & Continue IN Save & Close Salesperson: Jones, Peter ■• Project Type: Doors - Entry Systems Main Contact: Lee Murray Work Phone: (iii) Change Orders Total: $0.00 Job Status: In-Progress Job Number: 12 Assistant: Janet Assistant Phone: (777) Contract Actuals: $2,80132 Date Entered: 29/12/2011 Created By: Admin Home Phone: (777) Cell Phone: (777) Payment Totals: Modified Date:: 30/12/2011 Modified By: Leetmcgltd.com Other Phone: Contract Balance: $2,801_32 Tools &Utilities General I Estimates I Proposal Purchase Orders I Change Orders Customer Payments Job Invoices I Budget I Job Tasks I Docunent hnages I Forms F. letters _a■=.1 Print Receipt Print Invoice tu stain er Payments I Payment Da... Paym... Payment Description I SO/ 12/ Check 'Deposit Payment Amouit 1, Taxes Receipt Prktted 127.26 lof 1 O a D $0.00
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Fbor Invoices - Double Click To Add/Edit/Delete
7T110' Renoware >>» Welcome PI M 0,7Q rAt ? Jobs Edit _ r4 x Find Customer by Name: MCG Homes Limited 1==1 Add New Job CI Delete this Job * Cancel & Continue Find Customer Job: Kitchen-Re-Model & New Arcadia Road, Mooretown MI, USA Save & Close Salesperson: Job Status: Date Entered: Modified Date: Jones, Peter Project Type: Doors - Entry Systems Main Contact: ee Murray Work Phone: (//i) Change Orders Total: $0.00 Job Number: 12 Assistant: Janet Assistant Phone: (777) Contract Actuals: 52,80132 Created By: Admin Home Phone: (777) Cell Phone: (777) Payment Totals: 51,444.04 Modified By: ee cgltd . co m Other Phone: Contract Balance: $1,40132 In-Progress 29/12/201 1 Tools &Utilities 30/12/201 1 Customer Payments _Job Invoices General I Estimates Proposal I Purchase Orders I Change Orders Fateria I Invoices - Double Crick To Add/Edit/De Supplier Description budget I Job Tasks I poomment Fa_ Images I Forms &Letters Invoice Date Invoice Date ... Invoke # Total Amount Tax Amount El, Flo ofo r+1HFIRlizI ■ Fbor Invoices - Double Click To Add/Edit/Delete Installer Description Invoice Date Invoice Paid D... Invoice # Hrs/Qty Billing R... Invoice Arno_ Tax Amount/ Ca Fodor E. Ca 13E A ces - Double Click To AddiEditi Delete Invoice Amount Tax Amount Cost Type Description Invoice # Invoice Date Paid Date 0 of 0 L 11:57 AM 30/12/2011
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Job Tasks I Document Pa_ Images I Forms Pa_ Letters
7T10.. Renoware >>» Welcome PI ME rm7Q rAt ? Jobs Edit _ 8 x Find Customer by Name: MCG Homes Limited 1==1 Add New Job CI Delete this Job Cancel & Continue Find Customer Job: Kitchen-Re-Model & New Arcadia Road, Mooretown MI, USA ■ Save & Close Sal nperson: Jones, Peter Project Type: Doors - Entry Systems Main Contact: Lee Murray Work Phone: (iii) Change Orders Total: $0.00 Job Status: In-Progress Job Number: 12 Assistant: Janet Assistant Phone: (777) Contract Actjals: $2,801-32 Da e Entered: 29/12/2011 Created By: Admin Home Phone: (777) Cell Phone: (777) Payment Totals: $1,400.00 Mo iified Date:: 30/12/2011 Modified By: Admin .com Other Phone: ji (777) Contract Balance: $1„401-32 General I F_slinates I Proposal I Purchase Orders I Change Orders I Customer Payments I I°13 Invoices Job Tasks I Document Pa_ Images I Forms Pa_ Letters Labor Cost: Labor Cost Totah Labor Sales: Labor Sales Tota E Material Cost: Material Cost Tota E Material Sales: Material Sales Tota E Misc Cost: Misc Cost Tata Misc Sales: Misc Sales Iota E Total Net Sales: Gross Sa lei G FOSS Margin $: Estimates TM. 0.00 Taxes: 0,00 510.00 680.01 Gross Margin %: 25.00 % 747.99 1, Taxes: 0,001 1,400.00 1, Taxes: 186.66 0.001 1,866.67 2,05333 Gross Margin %: 2,053-33 0.001 Taxes: 0.00' Taxes: 0.00 Gross Margin %: % 2, Taxes: 2,546.68 2,80132 Gross Margin %: 25.00% 0.0D D.00 % 2,801_32 636.68 % D % D % % E E 1- 0MINZW1133.1 Print Job Details 11:58AM aL 30/12/2D11
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Job Tasks - Calendars Day, week, month views Reminders, colour labels
View “My calendar” or “All calendars”
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7T110' Renoware > >» Welcome
PI ME rm7Q rAt ? Jobs Edit _ 8 x Find Customer by Name: MCG Homes limited 1:=1Add New Job I= Delete this Job Cancel & Continue IN Save & Close Find Customer Job: Doors-Entry Systems Arcadia Road, Mooretown MI, USA Salesperson: Jones, Peter 7 Project Type: Doors Doors Entry Systems , Main Contact: Lee Murray Work Phone: (iii) Change Orders Total: $0.00 Job Status: In-Progress '1, Job Number: 12 Assisthnt: Janet Assistant Phone: (777) Contract Artuals: $2,801-32 Date Entered: M/12/2011 Created by: Admin Home Phone: (777) Cell Phone: (777) Payment Totals: $1,400.00 Modified Date: 30/12/2011 Modified by: Other Phone: Balance: $1.„401-32 General I Estimates I Proposal I Purchase Orders I Change Orders Customer Payments I Job Invoices I Budget I Job Tasks Document & Images Forms & Letters Job Related Documents and Images Document Description MCG lot 65 house' Location Document Location - Double Cick to Open Document C:' Users' Public' Pictures' 'rcadia Cres'RoofJPG
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L a. Customer Forms aCustomer Letters r- irsTqc _ 8 x
Renoware >>>> Welcome r- irsTqc _ 8 x Jobs Edit Job Details Customer: Salesperson: Job Status: Date Entered: Modified Date:: Job Site Address: Main Contact: Assistant: Home Phone:, Job Contacts/Address Qst. Job Totals ContractTotal: Change Orders Totl: Contract Actuals: Payment Totals: Contract Balance: $480132 MCG Homes Limited 7979 Arcadia Road, Mooretown MI, USA 45654 Jones, Peter Project Type: Doors - Entry Systems w Lee Murray Work P Assistant Phone: (777) $0.00 In-Progress ••• Job Number: 12 Janet (777) 52,80132 29/12/2011 Created By: Admin (HI) Cell Phone: (777) $1,400.00 30/12/2011 ModifiedIModifiedif Other Phone: (777) $1,40132 • LO O General I Estimates I Proposal I Purchase Orders I Change Orders Customer Payments I Job Invoices I Budget I lob Tasks I Document Si Images Forms .& Letters; a. Customer Forms Invoice Pre-Construction Chedirest Completion Certificate Job Site Deficiency List Warranty Customer Survey aCustomer Letters Proposal Attachment Proposal Accepted Thank You Warranty Attachment Customer Thank You Customer Followup Customer Mailing Envelope L Notice of Right of Recession [L,1 Job An a lyis Reports Estimated Costs List Actual Costs List All Job Details Book/View Appointment Warranty Service Calls Export Job Details
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INDUSTRY LINKS
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SUMMARY Designed, developed & supported by experienced personnel Utilizes latest technology in database and screen design A complement to all POS systems Intuitive design follows logical sequence from lead to job completion and reporting Templates & checklists enable fast easy production of Installed Sale or Retail Sale proposals/contracts Data export for accounting applications An affordable business solution from RenoWare
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RenoWare puts all of these components of an
Installed Sales Business into ONE solution Lead Tracking Estimating, Templates, RFQ’s, PO’s Proposals / Contracts Scheduling / Production Document management Reporting, and much more Cal Tol Free: for the next step...
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