Supported by Max Solution
Define service & price
Organize the services offered and their selling prices before confirming the customer’s request.
What this step delivers
A clear service and price agreement.
MAX SOLUTION · Desktop system
Service businesses
Bring service billing, customer requests, purchasing and expenses into a clearer workflow.
Request a demo for this activityExplore the workflow ↓Max SolutionONE SYSTEM. MANY ACTIVITIES.
FROM FIRST STEP TO DAILY REVIEW
Your activity, step by step
Explore the numbered points to see the work sequence and how Max Solution supports it.
Select a point or a step belowYour team’s working step
Carry out the work
Your team performs the agreed service and reviews the result with the customer.
What this step delivers
A completed service ready for billing.
Supported by Max Solution
Invoice & collect
Record the service invoice, payment and related business transactions.
What this step delivers
Service revenue recorded for follow-up.
Supported by Max Solution
Review activity & costs
Follow sales and expense records through the available reports.
What this step delivers
A practical view of business activity.
Team steps describe the work people carry out. Software options and specialist requirements are confirmed for your setup.
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What your daily operation needs
Maintain a clear list of services and prices.
Keep customer requests and billing organized.
Follow supplies, expenses and business activity.
Relevant Max Solution features
See all featuresPoint of sale & invoices
Keep daily sales and invoices connected to your business records.
Price lists & promotions
Organize retail and wholesale prices, with quantity and unit-price promotions.
Accounts & expenses
Bring business transactions and expense records into a clearer working view.
Business reports
Review sales, purchasing, inventory and expenses to understand business activity.
MAX SOLUTION
Plan the setup around your requirements
Use these questions to prepare your demo. We confirm specialist features and integrations against your requirements.
- Do you work with appointments, jobs, contracts or subscriptions?
- Which staff assignment and progress steps do you need?
- Which customer documents and invoice formats are required?