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    • Industries
      • Professional Services
      • Field Service
    • Contact Us
Trovare Business Solutions
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Professional Services

Resource Scheduling

Resource Scheduling

Resource Scheduling

Manage your companies digital calendars to book meetings via your companies website, manage resource calendars for various projects, manage billable vs non-billable time and visibility to resource conflicts across projects..

Time Entry

Resource Scheduling

Resource Scheduling

 Every minute you spend working on a task, billable or otherwise, is accountable. Record work hours through our employee time tracking software with the help of timesheets and task timers. 


 Every project has a timesheet where the team members can log their task hours. These records keep track of the pace of your project and help identify bottlenecks accurately. 

Finance

Resource Scheduling

Retainers and Payments

Never lose track of customer interactions and payments by viewing all jobs, estimates, and invoices in one place.


Create invoices on the go and easily send them directly to your customers with invoice  integration. Replace your pen and paper with digital invoices. Create invoices directly from your CRM and mark payment status to stay on top of your bills.

Retainers and Payments

Retainers and Payments

Retainers and Payments

Collect your fees upfront. You can specify a fixed amount as a security deposit for each service or charge the full cost. Either way, our popular payment gateways will ensure you get paid right away. Or if you'd rather collect your payments offline instead, you can set that up too and manually update the status afterward.

Document Management

Retainers and Payments

Document Management

All customer-related files such as photos, requirements, and PDFs are conveniently stored in the customer profile for quick referencing..

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