Video tutorials

Encode your customers. Invoice address, several delivery or intervention addresses, several contacts (address book)

Used as an address book. Several contact persons can be assigned to the same customer.

Manage your suppliers, send them purchase orders and track purchases

Create professional quotes in just a few steps. Insert products from your catalog into the quote table. Automatic calculation of the unit total, the general total, the VAT, the sub-totals.

Create professional invoices in just a few steps. Convert a quote, a contract or an intervention sheet into an invoice. Send it directly to the customer. Configure automatic reminders

Create credit notes on your invoices to cancel all or part of it

Your employees/representatives can create an intervention/delivery form for the customer and have it signed directly by the customer. Retrieve the form, convert it into an invoice and send them to the customer.

Encode your purchase invoices by scanning them. Define the date, amount and supplier of this document

Create an order from your catalog and send it to one of your suppliers

Insert all your products, categorize them, add description, photo, reference, barcode, stock and documentation. Use the products in your catalog for a quick quote or invoice.

Create virtual binders, dividers and cabinets to store them. Organise your documents and keep them close at hand

Enter your personnel, their documents and all information about them. Assign them tasks in the schedule.

Encode your vehicles, their documents and all information concerning them. Assign a vehicle to personnel and add them to the schedule.

The accounting module includes the chart of accounts, suppliers and their accounts as well as the export of documents

Determine stock from your catalog or directly from stock. Decide to add a product in stock via a purchase order, or to withdraw it via a quote

This module allows you to link your e-mail address into the WinTimePro interface and thus manage your sending and receiving of e-mails relating to WintimePro directly from the interface.

Insert tasks into your schedule, assign tasks to your users or personnel. Suggest dates to the client, notify the client (reminder)

Grâce à la collecte de toutes vos données sous forme de graphisme, gardez une vue d'ensemble de votre activité pour une période déterminée. Les ventes, les achats, les bénéfices. Les offres envoyées, signées ou refusées

Bloc-notes

Compare the different WinTimePro packs and choose the one that suits you best

Activate/deactivate modules. Change the display order of these

General configuration of documents. The slogan on your documents, the header of your documents, the footer of your documents. But also, the signature in your emails...

Overview of your remaining storage space

Allows you to configure the style of your WinTimePro interface, as well as the layout of the menus and the general appearance according to your preferences

Tools used to predefine lists of choices for faster filling of certain fields

Layout, style and colors of your documents (invoices, offers, etc.)

Numbering of your documents (invoices, offers, etc.)

Allows you to predefine recurring phrases and texts for later use and save time

Edit your personal details

Add and manage other users who will be able to access your WinTimePro account

Create and manage user profiles

Manage the access and action permissions of your users

Change or add your invoice address for paid WinTimePro accounts

Find all your invoices here. Only if you have a paid pack

Manage your payment methods for the payment of your WinTimePro subscription. Only if you have a paid pack