Screen shots of the various modules within BusinessMan. Below the gallery is a list view of all the images within the gallery.
Customer Management
http://www.computech-it.co.uk/_images/products/crm/CustomersDetail-s.jpgMain 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.
Google Maps Integration
http://www.computech-it.co.uk/_images/products/crm/CustomersMap-s.jpgFind your customer with the click of a button. Get directions or find local landmarks to build a rapport with your customer.
Customer Document Management
http://www.computech-it.co.uk/_images/products/crm/customer-documents-s.jpgUpload 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).
Customer Quotations
http://www.computech-it.co.uk/_images/products/crm/CustomersDetailQuote-s.jpgDisplays 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.
Customer Dashboard
http://www.computech-it.co.uk/_images/products/crm/CustomersDetailDashboard-s.jpgWithin the Customer Dashboard users can view: Quotations, Tasks, Orders, Emails, Jobs, Communications, Invoices, Call Reminders, Credit Notes and Notes relating to the selected customer.
Customers Website
http://www.computech-it.co.uk/_images/products/crm/CustomersWebsite-s.jpgView the customers website.
Customer Document Management
http://www.computech-it.co.uk/_images/products/crm/customer-documents-s.jpgUpload 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).
Document Management
http://www.computech-it.co.uk/_images/products/crm/Documents-s.jpgManage all of the documents added to the system from all the areas that allow documents.
Despatch
http://www.computech-it.co.uk/_images/products/crm/despatch-s.jpgDespatch listing showing all order progress and invoice status.
Quotation
http://www.computech-it.co.uk/_images/products/crm/QuoteDetail-s.jpgA 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.
Sales Order
http://www.computech-it.co.uk/_images/products/crm/SOPDetail-s.jpgA sample sale order, listing the line items of the order. The quote relating to this order can also be viewed.
Sales Dashboard
http://www.computech-it.co.uk/_images/products/crm/SalesDashboard1-s.jpgThe sales dashboard gives an immediate overview of calls to be made, follow-up quotations, sales order status and a sales snapshot.
Sales-Order-Processing P.O.s & Costs
http://www.computech-it.co.uk/_images/products/crm/SOP_costs-s.jpgSales-Order-Processing P.O.s & Costs
Sales-Order-Processing Delivery
http://www.computech-it.co.uk/_images/products/crm/SOP_delivery-s.jpgSales-Order-Processing Delivery shows details of where the sale order will be delivered to.
Sales-Order-Processing Detail Tab
http://www.computech-it.co.uk/_images/products/crm/SOPDetail-s.jpgThe detail tab shows the current products within the Sales Order and if the record is open users can add products to the sales oreder.
Sales-Order-Processing Drag and Drop
http://www.computech-it.co.uk/_images/products/crm/SOPTree-s.jpgThe Drag and Drop area in Sales Order allows users to drag and drop products or categories of products into a sale order.
Sales-Order-Processing
http://www.computech-it.co.uk/_images/products/crm/SOP_listing-s.jpgSales-Order-Processing shows a list of open, complete and in progress sales orders. Users can filter to only show different order statuses within a date range
Sales Dashboard
http://www.computech-it.co.uk/_images/products/crm/SalesDashboard2-s.jpg
Purchasing
http://www.computech-it.co.uk/_images/products/crm/purchasing-s.jpgDelivery can be accepted into the Stock Management Module.
Suppliers
http://www.computech-it.co.uk/_images/products/crm/VendorDetails-s.jpgMain 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).
Documents Suppliers
http://www.computech-it.co.uk/_images/products/crm/VendorDetailsDocuments-s.jpg
Stock Suppliers
http://www.computech-it.co.uk/_images/products/crm/VendorDetailsStock-s.jpg
Suppliers Invoices
http://www.computech-it.co.uk/_images/products/crm/VendorInvoices-s.jpg
Suppliers Purchase Orders
http://www.computech-it.co.uk/_images/products/crm/VendorInvoicesPO-s.jpg
Products, Stock and Inventory Management
http://www.computech-it.co.uk/_images/products/crm/StockCategory-s.jpgFull 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.
Products Category View
http://www.computech-it.co.uk/_images/products/crm/StockCategory-s.jpgThe products category view allows users to add and remove stock within categories. Users can also navigate around the folder structure going up and down levels.
Product Discount
http://www.computech-it.co.uk/_images/products/crm/products_discount-s.jpgThe discount view allows users to set discount groups for groups of products. Discount groups can apply a discount within a range.
Products Items on Order
http://www.computech-it.co.uk/_images/products/crm/products_items-s.jpgItems on Order displays a list view of products that are outstanding or overdue. This view allows users to to adjust delivery dates of the products that are overdue or outstanding.
Products Treeview
http://www.computech-it.co.uk/_images/products/crm/StockTree-s.jpgThis Treeview allows users to drag and drop stock items from categories to other categories. It is similar to Category View however it allows drag and drop.
Edit a Products, Stock & Inventory Item
http://www.computech-it.co.uk/_images/products/crm/StockEdit-s.jpghere you can edit the comprehensive Products, Stock & Inventory details.
Invoicing List
http://www.computech-it.co.uk/_images/products/crm/invoicing-s.jpgDisplay 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.
Invoice Detail
http://www.computech-it.co.uk/_images/products/crm/invoice-detail-s.jpgClick 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.
Credit Note Listing
http://www.computech-it.co.uk/_images/products/crm/credit-notes-s.jpgView credit notes by date range and a summary of the credit value.
Credit Note Detail
http://www.computech-it.co.uk/_images/products/crm/credit-note-detail-s.jpgView credit note detail. Preview, print and email the credit note.
Human Resources
http://www.computech-it.co.uk/_images/products/crm/hr-s.jpgHuman Resources Dashboard providing overview of staff qualifications and absences. Other tabs include further staff information.
Human Resources Timesheets
http://www.computech-it.co.uk/_images/products/crm/HR_timesheets-s.jpgHuman Resources Timesheets shows current Time Sheet Entry, All Non Posted Entries and Posted Time Sheet Reports.
Marketing
http://www.computech-it.co.uk/_images/products/crm/marketing-s.jpgMarketing campaigns include: Letters, Email, SMS and telephone. Use templates from previous campaigns. Twitter integration - post tweets live to Twitter.
Scheduler Month View
http://www.computech-it.co.uk/_images/products/crm/Scheduler_Month-s.jpgScheduler allows users to view current appointments for a given category or resource. this screen shot is currently looking at a month view for the engineers on the system.
Scheduler Multiday View
http://www.computech-it.co.uk/_images/products/crm/scheduler_multiday-s.jpgScheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a multiday view for the engineers on the system.
Scheduler Resource View
http://www.computech-it.co.uk/_images/products/crm/Scheduler_Resource-s.jpgScheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a resource view for the engineers on the system.
Scheduler Week View
http://www.computech-it.co.uk/_images/products/crm/Scheduler_Week-s.jpgScheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a week view for the engineers on the system.
Scheduler Year View
http://www.computech-it.co.uk/_images/products/crm/scheduler_year-s.jpgScheduler allows users to view current appointments for a given category or resource. This screen shot is currently looking at a year view for the engineers on the system.
Scheduler Timeline
http://www.computech-it.co.uk/_images/products/crm/Scheduler_Timeline-s.jpgThis view shows schedules in a bar format over a time period of 1 day.
Scheduler Timeline Month View
http://www.computech-it.co.uk/_images/products/crm/Scheduler_Timeline_Month-s.jpgThis view shows schedules in a bar format over a time period of 1 month.
Scheduler Timeline 3 Month View
http://www.computech-it.co.uk/_images/products/crm/Scheduler_Timeline_TriMonth-s.jpgThis view shows schedules in a count format over a time period of 3 months.
Audit
http://www.computech-it.co.uk/_images/products/crm/Audit-s.jpgAudit:: Every user action is recorded in the Audit Module. Select by action and date filter.
Security Groups
http://www.computech-it.co.uk/_images/products/crm/securitygroup-s.jpgSet-up security groups for a number of different types of system user.
Menu
http://www.computech-it.co.uk/_images/products/crm/HomeScreen-s.jpgMenu: Main Menu with navigation
Menu
http://www.computech-it.co.uk/_images/products/crm/SettingsCompanyDetail1-s.jpgSystem settings for configuring BusinessMan.
Settings Document Locations
http://www.computech-it.co.uk/_images/products/crm/SettingsCompanyDetail-s.jpgAn example of a settings page. This one shows the document paths for different modules that use document management.
Settings Admin
http://www.computech-it.co.uk/_images/products/crm/SettingsAdmin-s.jpgThe administrator settings can be changed here including system users and staff.
Settings Documents
http://www.computech-it.co.uk/_images/products/crm/SettingsDocuments-s.jpgThe documents added to the settings module. Installation notes and other system wide documents can be stored here.
Settings Email
http://www.computech-it.co.uk/_images/products/crm/SettingsEmail-s.jpgPrune email which will remove all email not relating to an existing contact.
You can also set plain text and HTML signatures in this area.
Settings Modules
http://www.computech-it.co.uk/_images/products/crm/SettingsModule-s.jpgIn this area you can set the custom names for each module along with other module specific settings.
Settings Plugins
http://www.computech-it.co.uk/_images/products/crm/SettingsPlugins-s.jpgHere you can view all of the plugins needed for BusinessMan and if you currently have them installed.
Settings SMS
http://www.computech-it.co.uk/_images/products/crm/SettingsSMS-s.jpgSMS Configuration
Settings Web Access
http://www.computech-it.co.uk/_images/products/crm/SettingsWebAccess-s.jpgAllow staff and customers to view their data online.
Templates
http://www.computech-it.co.uk/_images/products/crm/templates-s.jpgTemplates can be made for all areas of the system. Create an unlimited number of templates.
Prospects
http://www.computech-it.co.uk/_images/products/crm/Prospects-s.jpgViewing all prospect data. Quotations can be raised against any prospect. Supports Email, SMS, Letters and Faxes.
Prospects
http://www.computech-it.co.uk/_images/products/crm/Prospects-s.jpgProspects allows users to add prospective new customers. In this view you can add notes, outstanding calls and this view shows the next stage of interaction with the prospective customer.
Job Detail
http://www.computech-it.co.uk/_images/products/crm/Jobs-s.jpgShowing job times, resources allocation to job, purchase order and additional costs against job and job status. View the sales order with one click.
Job Listing
http://www.computech-it.co.uk/_images/products/crm/job-listing-s.jpgSelect active, cancelled, complete, and open jobs between a date range. Click the blue button to open the job.
Job/Workorder Options
http://www.computech-it.co.uk/_images/products/crm/JobOptions-s.jpgThe options menu for Jobs/Workorders
Job Overall Timing and Costs
http://www.computech-it.co.uk/_images/products/crm/Jobs_Costing1-s.jpg
Master Job Overall Timing and Costs
http://www.computech-it.co.uk/_images/products/crm/Jobs_Costing2-s.jpg
Scheduler
http://www.computech-it.co.uk/_images/products/crm/jobs-scheduler-s.jpg
Compose SMS
http://www.computech-it.co.uk/_images/products/crm/sms-s.jpgNew 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.
Compose Email
http://www.computech-it.co.uk/_images/products/crm/email-compose-s.jpgNew email window with multiple attachements. The email can be sent now or saved into drafts and sent later.
Email Folder Management
http://www.computech-it.co.uk/_images/products/crm/email-crm-s.jpgFull drag and drop between folders. Unlimited number of email folders. Expand an email folder just like a treeview. Select multiple emails in one go and delete or move easily.
Email listing with preview pane (Drag and Drop)
http://www.computech-it.co.uk/_images/products/crm/email-mail-list-s.jpgFull email client with drag and drop. Adjust window size, drag folders to inside other folders, drag emails into folders (with expand and collapse), select multiple emails, view preview pane.
Scheduler
http://www.computech-it.co.uk/_images/products/crm/scheduler-s.jpgThe 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).
Scheduler - Multiday View
http://www.computech-it.co.uk/_images/products/crm/scheduler-multiday-s.jpgThis is the multiday view to give an idea of any future planning required. Split view or full window view.
All Inbound Email
http://www.computech-it.co.uk/_images/products/crm/MyDesk1-s.jpgThis tab displays all inbound email that has come into the system. Emails are received automatically by the system.
My Desk Dashboard
http://www.computech-it.co.uk/_images/products/crm/MyDesk2-s.jpg
Financials Dashboard
http://www.computech-it.co.uk/_images/products/crm/FinancialsDashboard-s.jpgThe financial dashboard gives an immediate overview of invoices, orders, purchases and a business snapshot.
Financial Settings
http://www.computech-it.co.uk/_images/products/crm/financials-s.jpgEnter tax codes, company tax and banking information
Communications
http://www.computech-it.co.uk/_images/products/crm/communications-s.jpgView all communications for any client / company.
Call Handling
http://www.computech-it.co.uk/_images/products/crm/communications-call-handling-s.jpgCall handling covers calls due, calls overdue and a full call history for both customers and prospects.
Task Reminders
http://www.computech-it.co.uk/_images/products/crm/task-reminders-s.jpgThe 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.
Task
http://www.computech-it.co.uk/_images/products/crm/task-s.jpgWindow for creating new tasks. From here you can set the privacy, reminder time, start & end time, subject, status. priority and content of the task.
Quotation
http://www.computech-it.co.uk/_images/products/crm/QuoteDetail-s.jpgCustomer 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.
Quotations Detail Tab
http://www.computech-it.co.uk/_images/products/crm/quote_detail-s.jpgThe detail tab in quotations shows a list of current line items attached to the quote with the ability to add or delete further line items.
Quotations Drag and Drop
http://www.computech-it.co.uk/_images/products/crm/QuoteTree-s.jpgThe Drag and Drop view allows users to view the available products from a hierarchy and drag and drop them into quotations at the bottom where they can edit the quantity in the quote. Users can also drag whole categories over including the stock within the category.
Quote Text and Image
http://www.computech-it.co.uk/_images/products/crm/QuoteTextandImage-s.jpg
Web Access
http://www.computech-it.co.uk/_images/products/crm/webportal_stock-s.jpgBelow is a sample web application used to allow field engineers and technicians to view stock/inventory remotely from their computers and view available stock that can be allocated onsite.
Contracts
http://www.computech-it.co.uk/_images/products/crm/Contracts-s.jpg
Contracts
http://www.computech-it.co.uk/_images/products/crm/Contracts2-s.jpg
FileMaker-Go
http://www.computech-it.co.uk/_images/products/crm/FileMaker-Go-s.jpgFileMaker Go example layout offering field staff the ability to enter and retrieve information remotely.
iPhone Customisable Menu
http://www.computech-it.co.uk/_images/products/crm/iPhone.PNGThe Main menu in BusinessMan Mobile can be configure to display (or hide) any of the available modules. The module names can be renamed and the order in which the modules appear on the module can also be customised.
Client Contacts
http://www.computech-it.co.uk/_images/products/crm/iPhone1.PNGSearch for Client Contacts to get immediate access to contact details for calling/emailing/map and directions.
Client Contacts
http://www.computech-it.co.uk/_images/products/crm/iPhone2.PNGEasy click links to generate emails and dial telephone numbers.
Tasks and Reminders
http://www.computech-it.co.uk/_images/products/crm/iPhone3.PNGTake Tasks and Reminders with you on the move. Access this data while offline (or out of signal) and re-connect when the signal has been restored to get live tasks and jobs.
Menu Settings
http://www.computech-it.co.uk/_images/products/crm/iPhone4.PNGCustomise the Module Menu
About
http://www.computech-it.co.uk/_images/products/crm/iPhone5.PNGMobile stats for local data on the device. Re-synchronise to get your latest data.
Calls
http://www.computech-it.co.uk/_images/products/crm/iPhone6.PNGDial numbers (or select number from contacts) using BusinessMan Mobile.
Photos
http://www.computech-it.co.uk/_images/products/crm/iPhone7.PNGStore and take photos in BusinessMan Mobile which can be added to jobs/tasks in the live system.
Searching Clients
http://www.computech-it.co.uk/_images/products/crm/iPhone8.PNGFilter clients using the quick and easy search.
Client Information
http://www.computech-it.co.uk/_images/products/crm/iPhone9.PNGDetail client information is always at hand.
Financial Dashboard
http://www.computech-it.co.uk/_images/products/crm/financial-dashboard-s.jpgView quick snapshots of business activity and charts of financial information. Generate reports between date ranges and per staff member.
Customer Dashboard
http://www.computech-it.co.uk/_images/products/crm/customer_dashboard-s.jpgQuick view of all activity from each customer. Clicking on an item will take you directly to the module. View invoices, quotations, call reminders and all centralised communications. Colour coding gives a clear indication of important items.
Activity Report
http://www.computech-it.co.uk/_images/products/crm/audit-s.jpg
Task Report
http://www.computech-it.co.uk/_images/products/crm/audit-s.jpgQuote Follow-up
http://www.computech-it.co.uk/_images/products/crm/audit-s.jpgCalls to be Made
http://www.computech-it.co.uk/_images/products/crm/audit-s.jpgPrint
http://www.computech-it.co.uk/_images/products/crm/print-s.jpg
Assembly
http://www.computech-it.co.uk/_images/products/crm/AssembliesInventory-s.jpgBuilding an assembly.
Assembly Detail
http://www.computech-it.co.uk/_images/products/crm/AssembliesDetail-s.jpgAdding notes documents and any further detail into an assembly.
Assembly Tree View
http://www.computech-it.co.uk/_images/products/crm/AssembliesTree-s.jpgAllows the drag and drop of stock into an assembly.
Quality Assurance
http://www.computech-it.co.uk/_images/products/crm/QA-s.jpg
Project Detail
http://www.computech-it.co.uk/_images/products/crm/ProjectsDetail-s.jpgProject information is displayed on the left. The top right list contains current Jobs/Workorders currently assigned to this project. The bottom right is a list of the Resources currently assigned to the project.
The Resources and Jobs/Workorders can then be assigned to a project task.
Gantt Chart of Projects
http://www.computech-it.co.uk/_images/products/crm/ProjectsGantt-s.jpgFiltered projects can be viewed in a list or in a Gantt Chart. The filters allow you to search for a project by its status or estimated start date.
Project Tasks
http://www.computech-it.co.uk/_images/products/crm/ProjectsTasks-s.jpgA list of current tasks currently on the selected project. each task is selectable so Resources and Jobs/Workorders can be added to it.
Gantt Chart of Project Tasks
http://www.computech-it.co.uk/_images/products/crm/ProjectsTasksGantt-s.jpgThe project highlighted in orange her and all of the tasks below it including child and dependent tasks.
DigitalPen
http://www.computech-it.co.uk/_images/products/crm/DigitalPen.jpgProcess forms digitally and get them into your system within 15 seconds of a customer signing. Digital Pen and paper removes the requirement for expensive PDA's and manual administrative overheads.
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