ProfessionalManager

Professional Manager is a powerful tool designed to help professionals organize their daily work with clarity and speed. Manage customers, schedule visits, track projects, create offers, perform site surveys, and generate detailed reports — all in one place.
Whether you work alone or with a team, Professional Manager keeps everything organized and accessible, so you can focus on delivering great results.
Key Features
• Customers: Store customer details, notes, history, and related files.
• Calendar Visits: Schedule and track visits with reminders and full visit history.
• Projects: Organize work by project, monitor progress, and keep everything in one place.
• Offers & Estimates: Create and manage offers with clear structure and professional formatting.
• Site Surveys: Capture photos, notes, and measurements directly on‑site.
• Reports: Generate complete reports with all relevant information, ready to share.
• Photos & Files: Attach images and documents to customers, visits, and projects.
• Materials & Costs: Track materials used and maintain accurate records.
Professional Manager is built for electricians, technicians, contractors, installers, inspectors, and any professional who needs a reliable way to manage daily operations.
Stay organized. Work smarter. Keep everything under control.

Professional Manager PRO includes:
• Customers History
• Create and Send Offers as pdf
• Create and Send Technician Report as pdf
• Unlimited team creation and team management
• User management and role permissions
• Branding tools (custom logo for reports and offers)
• Advanced statistics and reporting
• Shared customer data across team members
• Priority access to new features


Term of Use : https://msarantis-com.webnode.gr/terms/