Track prospect opportunities and progress, maintain notes and history, analyze profitability, create quotes and orders, and streamline follow-ups with the Ormandy Software Suite. Essential elements include contact management, interaction tracking, and lead management. Get browser access to key features on the go from a phone or tablet.

Centralize prospect and customer data, and automate processes across departments. Manage customer interactions, with core components for both sales and service. 

Create quotes with customizable fields for percent to close, marketing method, status, and more. Orders flow from quote to close, improving accuracy and efficiency. Track quote iterations, and toggle from quote to order with one click. 

Track sales performance with quote & sales dashboards, and generate reports and analytics for customer profitability, lead pipeline, forecasting, and more.

Manage estimate approval, order fulfillment, invoicing, and collections with the Ormandy Software Suite.  Create packages for easy model option selection. Handle special orders and backorders, see margins and markups, customize price levels, auto-commit inventory and more, with ease. Create orders with customizable fields for serial number, VIN, frequency, quality control, and more. Use transaction inquiry to discover sales history for a customer or item.

Collect payment with Square, and benefit from built-in sales tax calculation, with additional tax compliance available through integration with Avalara Avatax. Ship with FedEx, UPS, or Purolator. 

Streamline your ecommerce transaction process with a Shopify integration, connecting it to inventory and financials.

Manage Accounts Payable, Accounts Receivable, and General Ledger with the Ormandy Software Suite. Benefit from high level financial analysis, including dynamic graphic visualizations of “what if” scenarios, usage, dead stock, and more. Ormandy’s fully-integrated accounting has dashboards and filters for ease of processing and review. Access standard financial reports, including tax, trial balance, income statement, and balance sheet reports.
Handle recurring revenue, collections, and bank reconciliation, and get real-time processing for transaction journal entries. Manage budgeting, expense tracking, and cash flow, as well as tax adjustments and write-offs.

Stay agile during market fluctuations and supply chain disruptions with the Ormandy Software Suite. Manage purchasing and receiving, set min/max reorder levels, look up quantities and history, set margin levels, and track lead times and costs. Handle light manufacturing, bills of materials, assemblies, and kits.

Process backorders and special orders, upload vendor catalogs, and perform physical counts with ease. Manage order fulfillment and shipping effortlessly with FedEx, UPS, or Purolator. 

Access inquiry reports, including inventory valuation, inventory transactions, and equipment search, for optimal inventory control of multiple departments & multiple locations.

Streamline scheduling & dispatch and get comprehensive service history tracking by date, serial number, customer, and location with the Ormandy Software Suite. Manage service contracts, equipment warranties, and tech certifications. Handle recurring contract billing and split billing for warranty services, as well as third-party/depot repairs. 

Link events and related images to work orders or quotes in the Scheduler. For field service and service bay technicians, all details are accessed via the Mobile Connect app for phone or tablet. Technicians can then receive notifications, manage tasks, access information, and update work orders, reducing lead time to billing by generating real-time job status & service ticket updates. The scheduler reflects job progress updates from the field and alerts the dispatcher when a project is ready for review and invoicing.

Create “unassigned” events for future assignment and “to be scheduled” events for future dispatch. Create a service order from an event, create recurring events, and create events connected to a project or project phase.

Shorten the collections cycle and reduce employee workload with portal access for service requests, estimate approval, equipment and warranty lookups, service status updates, invoicing and payments.

Keep your rentals directly connected to accounting, sales, and service with the Ormandy Software Suite. Manage and track all rental processes centrally, without rekeying.

Track rental inventory by location and availability. Manage third party rentals, rental contracts, and reservations, as well as long term rentals with recurring billing. Handle prorating and customer best pricing with ease.

Streamline storefront checkout, with the Ormandy Software Suite. Scan items, track stock levels, and auto-commit unidentified inventory. 

Manage sales tax for multiple locations. Dip, swipe, or tap-to-pay with the Square integration, and offer email or print receipts at checkout. Perform cash drawer reconciliation with ease.

Build projects with phases, link related projects under a master project, and assign quotes & orders to projects & project phases with the Ormandy Software Suite. Track detailed labor and material costs and schedule events linked to a project.

Auto-create budgets from quotes, and log budget & revenue changes from service orders. View budget costs, budget variance, and extended cost & price.

View project summary with drill down to line item details. View project costing by master project, project, and phase, and manage progress billing.