Eight areas that share one customer, one catalog, one ledger of work

Leads arrive from capture forms, imports, or a rep typing them in, and move across a drag-and-drop pipeline board as opportunities. Each one keeps its own activity log, so the next person to touch it sees what already happened.

• Lead capture, import and manual entry
• Drag-and-drop opportunity pipeline
• Per-lead and per-opportunity activity logs
• Owner assignment and routing
• Saved filters, sorting and column layouts

A won opportunity becomes a customer without rekeying anything. From there the account carries its contracts, its full order and invoice history, its balance, and any store credit it holds.

• Customer accounts with a full activity timeline
• Service contracts and renewal dates
• Outstanding balance and ageing per account
• Store credit and voucher balances
• Per-customer revenue and history reports

Estimates are priced from the same catalog the order will use. Send one as a public link the customer opens without an account, or capture a signature on a phone at the door. Either way the accepted estimate opens the order itself.

• Line-item estimates priced from the catalog
• Public estimate links, no customer login
• On-site signature capture on appointments
• One-step conversion from estimate to order
• Expiry dates and revision history

Orders draw on a catalog of products, services, packages and bundles, with variants and barcodes where you need them. Pricing rules, promotions and tax rates apply automatically, so what the rep quotes is what the invoice charges.

• Products, services, packages and bundles
• Product variants and barcode lookup
• Pricing rules and promotional discounts
• Tax rates applied per line
• Order activity log from open to fulfilled

Book the work an order promises. Appointments sit on a shared calendar and a resource timeline, constrained by service zones, and the customer gets reminded before anyone drives out.

• Shared appointment calendar and week view
• Resource timeline for crews and equipment
• Service zones that bound where work is booked
• Provisional holds while a quote is open
• Automatic client reminders on your own rules

Completed orders raise their own invoices. Recurring billing handles anything on a contract, dunning notices go out on a schedule you set, and customers pay from a public link without an account.

• Invoices raised automatically from orders
• Recurring billing for contracts and retainers
• Public invoice links and card payment
• Scheduled dunning notices and debt tracking
• Invoice documents, discounting and credit notes

Commission rate profiles decide who earns what on which revenue, and commissions post off the real payment rather than a spreadsheet built at month end. Dashboards read the same records.

• Commission rate profiles per rep or team
• Commissions posted from settled revenue
• Sales dashboard with pipeline and revenue
• Customer, order and invoice reporting
• Exports for the books and for payroll

Marketing runs in Wellknown, which comes free with Byerwise, rather than in a separate tool. Campaigns, email templates, capture forms and contact segments all read and write the same customer and lead records the sales team works from.

• Multi-step campaigns with contact progress
• Email templates and send tracking
• Capture forms and submission review
• Dynamic contact segments
• Promotions, retention and do-not-contact lists