• Add and track unlimited contacts (for each company).
• See a dashboard of info about the customer’s sales, returns, AR aging, etc.
• Schedule tasks and reminders.
• Send emails.
• Create Jobs, Projects, and Issues.
• View all Quotes, Orders, Invoices, Credits, and Payments on same screen.
• Customize item prices for each item or type of item (for each company).
• Create and view related Google or Dropbox documents.
• Customize Customer & Prospect Lists.

• Create and track jobs and projects–related to your customers, tasks, quotes, and sales orders.
• Define different types of jobs and add custom fields for each.
• Auto create Jobs (issues) from customer (inbound) emails.
• Customize Job & Project lists.

• Create simple quotes and sales orders.
• Create invoices (that automatically appear in Quickbooks online)
• Find and sell items based on year, make, model searches, or supplier item #, or OEM #
• Automatically price items using several pricing tools
• Create PO’s for special order items with 1 click.
• Create quotes and sales orders with editable bundles (kits).
• Create quotes and invoices related to jobs & projects.
• Customize Quotes, Orders, and Invoice Lists.

• Track items by item #, year/make/model, serial #, bundle, etc
• Store inventory in multiple bins and warehouses.
• Track inventory costs with precision.
• View inventory movement A-Z.
• Assign unlimited vendors to each item.
• Scan (and reconcile PO) items off the delivery truck and onto the shelf. *
• Scan items for cycle counts. *
• Scan items off the shelf into the delivery area. *
• Scan items into the delivery truck (and print a delivery manifest). *
• Print labels for items as they come into stock and/or as they go out the door for delivery.
• Import & export inventory lists and prices.
• Customize Inventory Item Lists.

*Requires optional scanning module & hardware.

• Create PO’s from Sales Orders with 1 click.
• Link PO’s to Sales Order line items to keep inventory and prices in sync.
• View suggested PO’s (including all supporting numbers) based on Min/Max, Sales History, or both.
• Export proforma PO’s for easy quoting from vendors.
• Import (and update) prices from PO Vendors.
• Auto compare and select all prices from all vendors per item.
• Create barcode* labels for incoming PO items.
• Customize Purchase Order Lists.

• Each user will see a role specific dashboard upon login.
• Dashboards can be customized by role or user.
• Create numerous types of reports pertaining to your Customers, Prospects, Vendors, Items, Sales, Inventory, Purchasing, and Jobs.

• NOTE: Think of a ‘custom’ list as a type of spreadsheet that always stays up to date (since it is connected to live data).
• Create unlimited lists pertaining to your customers, prospects, vendors, sales, inventory, purchasing, etc
• Define the list columns, labels, sort order, filters, etc
• Export any list to Excel.

• Define which columns you want to view, what order they are in, how wide they are, etc.
• Define the color scheme for most screens.
• Define the Font Size for most screens.
• Screens automatically resize to fit your device screen.

• NOTE: Although the following list if coming soon, you can still use our current version from almost any device using RDP.
• Access your data from any web browser.
• Works on virtually all PC’s, Macs, iPads, and other pads.
• Eliminate the cost and hassles of buying and maintaining your own file server.
• Prevent data loss from server theft, server viruses, server hardware failures, and/or server damage from flood or fire.
• Our serveice includes redundant backups of your data.
• Software updates are also automated.

• Import your Quickbooks Online data with 1 click.
• Sync OneSource with QuickBooks Online automatically.  (By the way…you can determine which Customers or Prospects are NOT synced/added to QuickBooks).
• Use QuickBooks Online for:
  • Banking (including Online Banking)
  • Paying Bills.
  • Doing Payroll.
  • Creating Statements.
  • Doing Collections work (via emailable invoices, statements, and reminder letters).
• Use OneSource Online for:
  • Customer Management. (Unlimited contacts + extensive all on 1 screen information about virtually anything you need to know about a customer.
  • Task Management. (Schedule calls, emails, To-Do’s, meetings, etc.  Keep everyone on the same page of who said what to who, and when, and what the next step is…)
  • Document Management.  Link documents (like Google Docs and Drop Box docs to Customers, Jobs, Vendors, Items, Etc)
  • Job/Project Tracking. (Track your Jobs, Projects, and Issues–for your Customers and Prospects–all in the same database as the rest of your company data).
  • Quoting.
  • Creating Orders (with faster item look-up, faster pricing, etc)
  • Creating Invoices.
  • Creating Pick Tickets, Dispatching Deliveries, etc
  • Inventory Management, Bar-code scanning.
  • Purchasing (including auto PO’s for special order items, and container/stock-replenishment orders).
  • Dashboards. Reports. Data Management. Etc..