Take the reorder by text.
Draft the reorder while you're still at the customer's counter. The assistant drafts the estimate in QuickBooks for you to approve. Order-history lookups and CRM and ERP integrations are coming soon.
Works from any phone: iMessage on iPhone, a regular text on Android.
Example: Distributors
You: What did Dale's Hardware order last quarter?
- QuickBooks OnlineOrder history read
Tack: 3 orders, $4,210 total. Most was 40 cases of ¾" PVC elbows. Reorder the same?
You: Same as last time, and log the visit
- QuickBooks OnlineEstimate drafted
- HubSpotVisit logged
Tack: Draft order for $1,380 is ready. Send to Dale for approval? [Yes]