Features of our platform
Proposals and Sales
Effortlessly create professional sales quotes in under 5 minutes with our proposals feature. Incorporating in-built rebates for government subsidy schemes, generate accurate customer contribution calculations, complete with a forecast of carbon abatement certificates. For lighting quotes, calculate the return on investment and energy savings, as well as the financial return and potential rebate, providing your customers with detailed insights that align with their business goals.
Effortlessly create professional sales quotes in under 5 minutes with our proposals feature. Incorporating in-built rebates for government subsidy schemes, generate accurate customer contribution calculations, complete with a forecast of carbon abatement certificates. For lighting quotes, calculate the return on investment and energy savings, as well as the financial return and potential rebate, providing your customers with detailed insights that align with their business goals.
Customer Management
Keep customer information organised and accessible. Easily input customer details with the address finder tool, store contacts and files, log interactions, send emails and SMS and manage financial transactions. Our reports and sales dashboard allow you to track sales activity review team goals. Manage duplicate entries for clean records and maintain data integrity. With our configurable permissions structure, you can manage who can see which records, making customer management more efficient and organised.
Keep customer information organised and accessible. Easily input customer details with the address finder tool, store contacts and files, log interactions, send emails and SMS and manage financial transactions. Our reports and sales dashboard allow you to track sales activity review team goals. Manage duplicate entries for clean records and maintain data integrity. With our configurable permissions structure, you can manage who can see which records, making customer management more efficient and organised.
Manage Installs
Our multi-faceted installation module allows intuitive evidence collection with our barcode scanner and quick cam tools, making it easy for your installers to capture the right evidence for each rebate scheme. Our project management add-on facilitates direct email communications to customers, with audit trail of communication, milestone management and customised touchpoints, improving internal cohesion within teams and a central system with real-time updates, capturing the latest status of your installation project.
Our multi-faceted installation module allows intuitive evidence collection with our barcode scanner and quick cam tools, making it easy for your installers to capture the right evidence for each rebate scheme. Our project management add-on facilitates direct email communications to customers, with audit trail of communication, milestone management and customised touchpoints, improving internal cohesion within teams and a central system with real-time updates, capturing the latest status of your installation project.
Audit and Compliance
Manage your scheme compliance with our installation audit feature. With all information on one page, all details required by your compliance auditor are easy to find. Review of scheme-based installations becomes paperless and easy to manage with time-and-date stamped digital signatures, all compliance forms and customisable checklists and the ability to review geotags on images. Submit your automatically completed files to the registry administrators with just three clicks, reducing the need for repeated and laborious manual entry.
Manage your scheme compliance with our installation audit feature. With all information on one page, all details required by your compliance auditor are easy to find. Review of scheme-based installations becomes paperless and easy to manage with time-and-date stamped digital signatures, all compliance forms and customisable checklists and the ability to review geotags on images. Submit your automatically completed files to the registry administrators with just three clicks, reducing the need for repeated and laborious manual entry.
Stock and Billing
Gain complete control over your inventory and billing processes with our suite of tools, including ordering, receiving, dispatching, and transferring between warehouses. Adjust stock levels, allocate or return stock, resolve mismatches to ensure accuracy, and get a clear view of inventory and orders through accessing detailed reports.
RCTI functionality allows you to bill your fieldworkers based on work completed, saving time on invoice processing and cross-referencing, allowing your fieldworkers to focus more on their primary tasks, enhancing productivity.
Gain complete control over your inventory and billing processes with our suite of tools, including ordering, receiving, dispatching, and transferring between warehouses. Adjust stock levels, allocate or return stock, resolve mismatches to ensure accuracy, and get a clear view of inventory and orders through accessing detailed reports.
RCTI functionality allows you to bill your fieldworkers based on work completed, saving time on invoice processing and cross-referencing, allowing your fieldworkers to focus more on their primary tasks, enhancing productivity.
The app
Coming Soon!
Get Alitsy on the go with our new Android and iOS app. Launching Early 2025, our app will bring all the powerful features of Alitsy to your fingertips, ensuring you stay connected and productive wherever you are.
Watch this space for more updates!
Integrations
At Alitsy we understand that efficiency and smooth-running systems are key to enhancing productivity and maximising value. Alitsy is an end-to-end platform that provides comprehensive business functions. Whether you're looking to replace your current systems or integrate with them, Alitsy has you covered. Our platform is designed to seamlessly integrate with a range of existing systems and applications, ensuring that your operations run smoothly and efficiently.
Alitsy integrates with financial packages such as Xero, CRM and marketing tools like HubSpot and Pipedrive, and workflow project management applications including Simpro and Wrike. Whatever your existing business software, we cohesively connect all your specialised tools and systems via integration. We work with you in identifying the needs of your business to scope and subsequently deliver integration between Alitsy and your chosen software packages.