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1. MOBILE INTERFACE FOR JOB QUOTING,
INVOICING etc
BACK GROUND
Smart Phone technology has materially changed the rules of the game.
Sales Consultants, Service and Delivery Teams are able to ramp up their efficiency materially
by having real time access to their clients, prospective clients and all Members of their team
…Real Mobile does this and more…

2. The Financial Interaction with a Client
A Member can log into their Contact Book, then search and open the Contact screen of any
client and view all contact details.
By clicking on the ‘Ledger’ tab next to any Contact, the Member is presented with a sub-
menu of options relating to that Contact:
If ‘Statement’ is clicked, the Member is able to view a full statement of account with an
‘Active’ text link to an Invoice or Credit note based on a unique number;

3. The Member can return to the Menu and raise an Invoice or Credit note:

4. Or a Quote:
A preview of any Invoice, Credit note or Quote can be viewed before submission and after
processing, the transaction, will be attached to an email and forwarded to the client.
Click on the Calendar tab and a Member is presented with a sub-calender Menu with a
number of Options:

5. Click on ‘Set Appointment’ and an Appointment can be made. However, it will not be
allowed if it clashes with an existing appointment.

6. Should I wish to view my scheduled appointments with Hayley I click ‘View Appointment’.
Or I can look at ‘All Appointments’…. Select day in month:

7. This will show the names of all clients and the time of their appointments for the entire day.
Click on the active text by the name of a client and be taken to the Contact Book for full
details.
Summary
We have another exceptional example of a valuable application which solves a problem
while integrating into a bigger solution…
ONWARDS AND UPWARDS