Bring every project element together with the Agility Installed Sales module.
Calendars, tasks, quotes, deliveries, documents (and more!) are all in one place.
View tasks and deliveries in the same project schedule. If a sales order’s expected delivery date changes, it’s easy to change dates on the related tasks as well.
Auto-create project tasks from sales orders. From the Project view, see the assigned installers and their tasks. Add or remove installers with a few clicks.
See which items need immediate attention on the Summary tab. View the day’s scheduled tasks, overdue tasks by owner, the number of overdue projects, and more.
View all project quotes, sales orders and credit memos in real-time. Attach documents and photos, and log comments for future reference.
Access this web-based Agility module from any device with a web browser, even if you aren’t logged into core Agility!
Request access to the Installed Sales module.
