Access client information at the click of a button, perform custom searches all with just a few mouse clicks. Browse Client Case History, Attached Documents, Accounting Information, Contacts, manage all Client correspondence including Emails, Inventory and Asset Information, Products, Prospective Sales Opportunities, Invoices, Work Orders, Sold items and much more. View client status instantly in detailed lookup screens and access the information you need when you need it.

View all your clients contact information or transfer individual contacts to another client. Display your clients entire Case History in easy to read lists of previous Cases or Tickets, Invoices or Work Orders. Flip through and add any type or as many file attachments as you like to a client for such things as proposals or network layout diagrams or PDF documents of any size or shape.

Modify a clients accounting information such as Cut-off days, Type, Purchase & Expiration Dates, Hours Purchased & Remaining for Support, Used Hours, Total Billable Hours to Date. Set how TecTrax handles things like GST and PST at a client level and whether or not you want them to appear on Sales or Support Invoices and TecTrax will handle the rest with fully definable Client Support Terms that you setup.

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Send mail to WebMaster@tectrax.com with questions or comments about this web site. Last modified: 06/15/10