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| Screenshots
Screen shotsCustomer Management Main customer view, giving tabs to any customer information and customer contacts. Also displayed are the customer call backs, displaying any outstanding and upcoming calls to be made to this customer (For example sales calls). Calls can also be viewed from the Calls Module, which displays every call in the system. Module: Customer Management
Find your customer with the click of a button. Get directions or find local landmarks to build a rapport with your customer. Module: Customer Management
Upload unlimited documents against each customer. All the user needs to do is provide a filename and BusinessMan takes care of the rest. The file will be logically stored in the filesystem, which will then be immediately accessible to everyone (given the correct privileges). Module: Customer Management
Displays all quotations for the customer as a whole (top half of screen) or displays all quotations against each customer contact (bottom half of screen). This is the general layout for all tabbed items, including Email, Orders and communications. Module: Customer Management
Upload unlimited documents against each customer. All the user needs to do is provide a filename and BusinessMan takes care of the rest. The file will be logically stored in the filesystem, which will then be immediately accessible to everyone (given the correct privileges). Module: Document Management
Despatch listing showing all order progress and invoice status. Module: Sales Order Processing
A sample Active quotation with multiple line items. Clicking the different tabs will display the full text quote with images, additional costing, notes and documents stored against the quotation. Module: Sales Order Processing
A sample sale order, listing the line items of the order. The quote relating to this order can also be viewed. Module: Sales Order Processing
The sales dashboard gives an immediate overview of calls to be made, follow-up quotations, sales order status and a sales snapshot. Module: Sales Order Processing
Delivery can be accepted into the Stock Management Module. Module: Purchase Order Processing
Main supplier detail. Top of the screen tabs are to view all Communications, Purchase Orders and Documents for the supplier as a whole. Bottom half of the screen displays all supplier contacts and actions which are pertinent to each contact (For example, all Puchase Orders for John Smith). Module: Suppliers
Full product, stock and inventory management. Stock is grouped into categories and can be collapsed or expanded to show the stock within each category. See all availale stock, stock levels and stock value. Module: Products, Stock & Inventory Management
Display all invoices between date ranges, all invoices not in your accounts system, open invoices and outstanding invoices. Select to view cancelled and/or completed invoices. Clicking the blue button on the invoice line will take the user to the invoice detail. Module: Invoicing
Click the Order tab to see what was placed at what point of the order. Email a PDF of the invoice to the contact at the click of a button. Go straight to the customer or order with one click. Module: Invoicing
View credit notes by date range and a summary of the credit value. Module: Invoicing
View credit note detail. Preview, print and email the credit note. Module: Invoicing
Human Resources Dashboard providing overview of staff qualifications and absences. Other tabs include further staff information. Module: Human Resources
Marketing campaigns include: Letters, Email, SMS and telephone. Use templates from previous campaigns. Twitter integration - post tweets live to Twitter. Module: Marketing
My Schedule: One of the views from the internal Scheduler of BusinessMan. Module: Resource Scheduling
Displays all appointments for all resources in the chosen category (i.e. Engineers) for the selected day. Module: Resource Scheduling
Displays all appointments for all resources in the chosen category (i.e. Engineers) for the selected day. This is a rotated axis, with the resources along the top and time vertical. Module: Resource Scheduling
Displays all appointments for a single resource in the chosen category (i.e. Engineers) for a multitude of days. This is a rotated axis, with the resources along the top and time vertical. Module: Resource Scheduling
Displays all appointments for a single resource in the chosen category (i.e. Engineers) for a multitude of days Module: Resource Scheduling
Audit:: Every user action is recorded in the Audit Module. Select by action and date filter. Module: Audit Trail
Set-up security groups for a number of different types of system user. Module: User Management and Security
Menu: Main Menu with navigation Module: Settings
System settings for configuring BusinessMan. Module: Settings
Templates can be made for all areas of the system. Create an unlimited number of templates. Module: Templates
Viewing all prospect data. Quotations can be raised against any prospect. Supports Email, SMS, Letters and Faxes. Module: Prospects
Showing job times, resources allocation to job, purchase order and additional costs against job and job status. View the sales order with one click. Module: Jobs
Select active, cancelled, complete, and open jobs between a date range. Click the blue button to open the job. Module: Jobs
New SMS window. Type the SMS number (this will be prefilled if SMS is selected from a contact), then the content and click Send. The SMS will be sent and stored against the contact in the system. Using another setting, multiple recipients can be sent the same message. Module: SMS
New email window with multiple attachements. The email can be sent now or saved into drafts and sent later. Module: Email
The Scheduler for windows (Parallels on Mac) is a drag and drop graphical interface for managing resources. This is a typical day view for Engineers. Engineers are a category of which an unnlimited number of categories can be greated (such as consultants, vehicles, etc). Module: Scheduler
This is the multiday view to give an idea of any future planning required. Split view or full window view. Module: Scheduler
This tab displays all inbound email that has come into the system. Emails are received automatically by the system. Module: My Desk
The financial dashboard gives an immediate overview of invoices, orders, purchases and a business snapshot. Module: Financials
Enter tax codes, company tax and banking information Module: Financials
View all communications for any client / company. Module: Communications
Call handling covers calls due, calls overdue and a full call history for both customers and prospects. Module: Call Handling
The task reminder window will popup when a task is due (or x minutes before if selected). The task can then be opened, snoozed or dismissed. Module: Tasks
Window for creating new tasks. From here you can set the privacy, reminder time, start & end time, subject, status. priority and content of the task. Module: Tasks
Customer Quotation with default currency of GBP used. Two quote builder lines have been used to generate the quotation. More line items can be added, together with a discount and tax code. Additional costs can be added to the quotation which are not displayed to the customer. Module: Quotations
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