What does CASper offer?
We are a cloud-based software, allowing you and your employees to access the features on the go, anywhere, anytime. Connect to the cloud from your PC, Mac, smartphone or tablet.
100% Accessible 100% Reliable 100% Secure.
At a glance CASper gives you the ability to use all aspects of your company with formula driven estimating, full integration with Microsoft Office and integration with Quickbooks. We also have innovative marketing and customer management tools, including but not limited to; fax, email, print and publish from CASper, Workorders and Production reports, as well as the capablity to track orders by due date and department. CASper on the Cloud has a flexible production view, service tracking, inventory control and full job costing, just to name a few.
Estimating
-
Estimating solutions for every shop
-
Estimates using true time and materials
-
Hundreds of pre-loaded templates
-
Flexible measurements (E.g.; Roll, Sq In, Sheet, and Linear Foot)
-
Outsource Estimating linked to Purchase Order
Project Management
-
Project Maintenance: Easy access to all phases of a project
-
Project Details: Details linked to Work Orders for seamless transition
-
Project Details: Ability to track status of a project at a glance
-
Project Billing & Management: Reports detailing each phase of a project
-
Project Billing & Management: Individuals Invoices for clients
-
Multi-level job board
-
Instantaneous progression between tasks
-
Seamless linking with production
CRM (Customer Relationship Manager)
-
Unlimited contacts for each customer
-
E-mail contacts directly from CASper
-
Sort customers with ease
-
“Tickler” prompts for convenient reminders
-
Store custom data and files linked directly to customers
Accounting
-
Only full accounting import/export to QuickBooks Pro
-
Records complete AR data for import into any major accounting program
-
Commission calculations
-
Multi-level sales tax reporting
Inventory Control
-
Full inventory control, interfaced with Purchase Orders and Job Costing
-
Complete material requisition link
-
See what is In Process/Available/To Order in a click
-
Multiple warehouse linking to service and serviceable parts
Production Scheduling
-
Built-in employee time clock for accurate job costing
-
Ability to track employee performance
-
Schedule by department or employee
-
See Estimated vs. Actual time spent on jobs
-
Ability to reschedule on the fly
-
Calendar by department with separate installation and service calendars
Service Dispatch
-
Separate service vs. production calendars
-
Schedule service by location
-
Serviceable inventory parts by customer and location