BM Modules
BuildManager (BM) provides the busy builder with a TASKS module to write down all items to remember and follow up. A building company has a large number...
Fri, 29 May, 2020 at 12:12 AM
The contacts module is where your business building contacts can be kept, possibly separate from your social contacts. A strong network of professionals, su...
Sat, 30 May, 2020 at 10:46 AM
The starting point for most of your prospects will be the LEADS module. There are five sections to the Leads module: Contact Details Job Details...
Sat, 30 May, 2020 at 1:30 PM
The DOCUMENTS MENU is where all documents that are uploaded reside. This is regardless of which menu the documents were uploaded from as Documents can be u...
Sat, 30 May, 2020 at 2:20 PM
Customers are of course previous users of your building services and have now returned to use your services again. From the Customer menu you can now st...
Sat, 30 May, 2020 at 3:48 PM
The QUOTES menu is where all quotations are summarised for the user. Quotes can be created by from either the LEAD form if the prospect is new or a QUO...
Sat, 6 Jun, 2020 at 11:34 AM
The INVOICES menu is a collation of all the INVOICES created in BM and this menu can be used to either: 1. Search for an Invoice 2. Create a new Invoic...
Sat, 6 Jun, 2020 at 11:51 AM
The JOB CARD is created once you have found out you have won the Job! Fo New Customers > Use the CREATE JOB button on the QUOTE sent out All of th...
Sat, 6 Jun, 2020 at 11:02 AM
Site Summaries are used to track costs associated with Jobs being done on a Cost Plus basis. This could be the entire job as a Cost Plus contract or trackin...
Sat, 6 Jun, 2020 at 7:27 AM