Sales & Service Opportunity Tracking

Plumbers Pack Service Software for QuickBooks allows you to track all of your new sales and service opportunities along with the advertising source for tracking your marketing expenditures.  With a click of a button you are able to review the number of sales opportunities by opportunity type as well as the advertising source. Plumbers Pack also tracks the number of converted opportunities to sales quotes and actual sales.  This allows the dealer to better manage their monthly advertising budgets and make adjustment as needed. Advertising sources are tracked for managing your monthly advertising expenses.

Plumbing  Pack also allows you to quickly print mailing labels and export other customer lists from your customer and prospect databases for mail-merge mailing marketing projects.

Plumbing_Advertising Report

With the Sales and Service Opportunity Tracking module in Plumbers Pack you can now keep track of all of your potential sales and service opportunities as well as any follow-up customer actions needed. As your sales and service staff adds follow-up activities, they are tracked in our quick-view dashboard for immediate reminders and review.This saves valuable time for owners and managers tracking the status of outstanding customer tasks and other related activities.

For a complete demonstration of the Plumbers Pack Sales & Service Opportunity Tracking Module click on the Request Information tab above.

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Customer Testimonials

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Simple to Use. Easy to Learn.