Efficiently manage unlimited number of Customers; capture extensive demographic information, 3rd party Billing & alternate Job Sites, Contacts and Neighbors, Calls/To-Dos, integrated Image & Document Manager, and more. The more you know about your clients, the better you can serve them and market to them. Contract Proposals and Renewals may include Maps, pictures, resources, Adobe signing as needed.
Specifically designed for the estate, campus, park, HOA, golf course, or township with the capability to record Trees and Shrubs inventory using GPS.
Schedule Sales Appointments and Accepted Services using the built-in drag & drop schedulers using geography based color-coded territories.
Include crew specific notes and instructions, maps, driving directions, GPS coordinates. Include Site Hazard Assessment forms, Safety checklists, and Remittance tear-offs for faster payments. Crew job check in & Time Sheets
Notify prior Sales and Service via voice or email blast.
Comprehensive Invoicing, Payments Received, Pre-Payments, Statements and Reporting Support for Multi-level Tax Schedules based on state, county/parish, province, or city, and for our non-U.S.A. users based on HST, PST, GST and/or VAT. Accounting Management Comprehensive Invoicing, A/R, Payments Received, Pre-Payments, Statements and Reporting. Support for Multi-level Tax Schedules based on state, county/parish, province, or city, and for our non-U.S.A. users based on HST, PST, GST and/or VAT.
Optional Quickbooks Desktop or Online linking is supported
for Proposal, Confirmation, Work Order, Invoice, and Statement with variations for Print, & PDF.
Tons of built-In reports including “Big Picture” Sales Analysis, Job Costing, Commissions. Standard Reports can be customized, Print, Export to Excel. Use the Robust report designer for “Do-It Yourself” queries and reports such as special listings, or management reports.
Effectively mine your data for Marketing with the powerful “Search and Selection” query engine, export for in-house use, email campaigns, custom mail-merge, ...
If you prefer to have your data in your control, ArborSoftWorx offers standard installation in Desktop, Server, or Peer configurations. Set up a VPN-RDP to access your system from anywhere.
Allows 24/7 secure access for any PC or MAC, tablet or iPad, with a connection or a hotspot. Data Plan expenses not required. Same ArborSoftWorx program as the installed version, so no additional training is required. Since the online server is yours and not shared, any programs may be added. QuickBooks, MS Office products, etc.
Established in 1983, Creative Automation Solutions, Inc. provides engineering design and system integration, factory Industrial Automation and machinery fabrication, Office Automation, IT, and Computer Services in the U.S. Domestic and International markets.
Our team members have been awarded several patents for their designs. CAS received a “Vendor of the Year” award from Lockheed-Martin for our on-time, on-budget, and performance accuracy for the US Department of Commerce Census project.