Features
Accounting
Accounting Features
HFS includes the ability to create and transfer to QuickBooks the following transactions:
- Proposals (Quotes)
- Invoices
- Purchase Orders
- Client Deposits
- Vendor Deposits
- Vendor Bill Entry
Shown Above
This is a proposal format that was requested by an HFS client who specifies and sells lighting fixtures.
AI Tools
AI Tools
HFS includes three AI tools:
- Cutsheet Extractor – For pulling data off of vendor cutsheets and entering it into HFS.
- Vendor Acknowledgment – This tool reduces the time required to reconcile vendor acknowledgments, and sales orders, to purchase orders.
- Website Extractor – a Chrome web extension that pulls details off of vendor websites and adds it to HFS.
Shown Above
The Vendor Acknowledgment AI tool. It reduces the time it takes to process vendor documents.
*** Remember ***
If you have an idea of how AI could benefit your firm, then we can probably implement it.
Commissions
Commissions Module
Configure your commission structure and allow salespeople to track their take-home pay in real time.
Shown On Left
The window a salesperson views to see their take-home pay.
Project Management Dashboard
Managing Projects
The Project Dashboard makes it easy to know which of your projects need attention.
Online Payments
HFS works with Stripe to simplify online payments. You can even pass the credit card processing fee on to your client.
- Reasonable Fees
- Credit Cards
- ACH Payments
Gantt Charts
Gantt Charts Can Make A Difference
Create and share Gantt Charts with clients and colleagues.
Executive Dashboard
Key Data At Your Fingertips
The Executive Dashboard provides your management team with access to key HFS and QuickBooks data.