CDC Business systems provides a software system for managing quotes, jobs, schedules, and finances for technical service businesses. The system allows users to store documents, search for past quotes and jobs, manage technician schedules in Outlook, and track job details, materials, costs, and profits. It offers reporting on jobs, quotes, costs, and performance.

1. CDC Business systems cc West Beach Cape Town 27215540144 [email_address] www.cdcsys.co.za

2. Keep history of quotes and jobs Quotes and jobs can be copied and used as templates Closed jobs can be re opened

3. Flexible search engine for jobs and quotes

4. Customer details tab Document storage for images, documents, emails etc. integrate into Outlook calendars

5. Manage the work schedule with ease with the integration of MS OUTLOOK See all your technicians’ schedules in daily, weekly or monthly view for a complete picture of upcoming jobs Just drag jobs from one technician to another to reassign them, or drag items to change the scheduled time or duration of work .

6. Job Planner for those who do not have outlook

7. 3 Quotation formats 3 Job Card formats

8. Task details Large notepad for extensive comments

9. Tasks Material, parts, contractors and labour details

10. Items can be summarised

11. Allocation of items can be per setup price or markup%

12. Quick and easy stock search

13. Reference various suppliers of the item Reference Purchase Orders for the item

14. View costs and profits for estimate versus actual

15. Year planner

16. Material list allowing purchase order to be generated from the job. The purchase order details is allocated to the job. Purchase order details shows items ordered and delivered

17. Customer invoices can be per quoted price or actual prices

18. What if facility to do fast estimating

19. Easy time sheet allocation

20. Generate delivery notes

21. Report shows job losses

22. Summary of costs by category

23. Estimated costs and profits versus Actual costs and profit report

24. Detailed Price list by stock category

25. Detailed price list for customer (no costs)

26. Labour summary report

27. Job Tasks report

28. Job Summary report: displays estimated qty and costs and actual qty and costs

29. Open quotes report

30. Invoiced Jobs Report

31. Jobs not finished on promised date Quotes Lost/Rejected

32. Open Jobs Report

33. Jobs under quoted reports

34. Costings per task reports