Streamlining business with CASH
CASH is our flagship software product. Its comprehensive and ever-expanding list of service and maintenance features make it the go-to platform for field service businesses. CASH keeps your data organised and provides full access to industry standard reporting and certification reports – ensuring that you meet contractual obligations and adhere to industry standards. Semi-automated processes and call handling keep your staff productive while fully integrated invoicing makes managing your cash flow easier.
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Manage your sales pipeline
It’s never been easier to manage your sales pipeline. By harnessing the power of CASH, you can track your organisation’s qualified leads to see which contacts successfully convert. You’ll receive automatic status updates, detailed sales reports and full Microsoft Office integration to make managing your sales simple. All of your data is securely housed within CASH – making conversion monitoring safe, secure and efficient – while its streamlined conversion tracking removes the need to manually input information multiple times.
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Understand your finances
CASH incorporates sophisticated project management tools that synchronise modules so that you can plan, manage and analyse ongoing projects across your business. By working within CASH, managers and directors can very quickly understand the performance of any given project including its profit margins, audit trails, labour time and invoices. For business owners, CASH removes the headaches of managing finances – promising complete control and total clarity.
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Generate purchase orders
Purchase orders can be generated instantly within CASH and linked to your supplier of choice – providing a fast and simple process that works alongside other CASH modules to help you manage projects, stock and finances. A full archive of historic purchase orders is maintained within CASH – allowing you to look back at previously raised orders and check which invoices they are attributed to.
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Work transparently across teams
CASH instantly connects your office-based team to your field service engineers. Through the On Call module, you can digitise all aspects of engineer workflow including paperwork, documentation, dockets, customisable check lists, forms and much more. The benefits include greater data transfer efficiencies – allowing jobs to be completed faster and invoices to be sent quicker to maintain a healthy cash flow.
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Manage your stock
Having a clear view of your stock levels and where you need to replenish is critical for business success and cash flow management. CASH allows you to quickly see the assets that exist within your business and know precisely where they’re located. You can also see which items have been installed by your field service teams and access a suite of pre-built reports to assist with reordering, stock valuation and replenishment.
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Complete accounting integration
Save time and remove the need for double entry invoices by utilising the links that can exist between CASH and your ERP system. Thanks to the smart accounting integration features within CASH, you can streamline your accounts and save a significant amount of time – while removing the risk of human error when it comes to keeping a track of business finances. This allows you to focus on running your business and doing what you do best.
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Advanced modules
The beauty of CASH is its flexibility. You can expand the platform over time to accommodate additional modules tailored to the more specific requirements of your business – from enhanced security and managing multiple companies to completing and logging comprehensive audits and much more. For more information about how you can maximise CASH and make it work for your business, speak to our team.
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Keen to find out more?
Get in touch to see how Mentor can revolutionise your business. Speak to our team for more information and request a bespoke demo to learn more about how our software can transform your field service operations.