Estimating & Point of Sale

Track Orders and Generate Estimates

ProDBX offers an advanced and completely integrated Point of Sale system built right into our suite. Create new orders and jobs directly from a customer’s record and within your CRM easily using just a single click.

Our Point of Sale Also Does This:

1. Track job statuses
2. Track delivered / completed items or work
3. Track Payments
4. Manage multiple jobs

Handle Point of Sale Payments

This app lets you handle payments with ease. You and your customers can view the Grand Total before paying and the remaining balance after any payment options. You even specify whether the customer is paying in cash, credit card, or a mixture of both.

• View the Grand Total and Balance
• Decide on payment options, whether it’s cash, credit card or both
• View past Payment Transactions on the same screen

Easy to Use Quoting

You can easily create quotes and estimates using our Point of Sale app.

You can create custom categories to fit your needs and quoting capabilities. On top of that, this function can give you a general idea of the cost before beginning the project.

• Create a Quote Buildout
• Make your own custom categories to help you organize and filter
• Get an accurate idea of costing before beginning a project

Easily Manage Customer Accounts

Easily manage and keep track of customer accounts. Define their credit limit and credit net terms. View their current status, whether it’s Total Invoices, Total Paid, Available Credit or any Outstanding Fees.

• Set a credit limit in the customer account
• Define Credit Net Terms
• View current customer account status and credit card on file
• Select whether or not customer is tax exempt

Simple Credit Card Payment Management

Using this feature, you can easily store credit card information, or swipe credit cards for secure credit card processing with your existing merchant services provider.

• Have your customers pay easily by credit card or ACH transactions
• Specify what amount to charge to the card
• Submit the payment information or save as a draft for future use

Wild Card Search

One of the many benefits of our Point of Sales app is that it automatically tracks sales and inventory data.

Our Smart Search feature allows you to search through stocks without having to memorize stock numbers or go on another screen.

for example, simply type in ‘Spa’ into the search bar and it will bring up everything that has to do with ‘Spa’ in your database.

• Search through all of your products and services without navigating to different pages
• Type in a word or phrase to see everything related to it