All Apps

CRM Asset Related Maintenance

Allows visibility of maintenance requirements on related physical assets. Physical assets with maintenance cycles frequently have related assets and it may be preferable to do the maintenance on those assets at the same time. When reviewing specific...

Bulk Asset Usage Entry

This App allows updates to assets usage in bulk (update all child assets with usage enabled)This is to avoid having to record usage for each individual asset when there are sub assets whose usage is the same as what is recorded at the parent...

Convert Service Request Scheduled Time to a JC Timesheet

This App is designed to record employees' time on JC Jobs, where the organisations uses the CRM Service Request scheduler to plan and organise the daily activities of their ‘Service Persons’. It uses the ‘Service Person’ assigned...

Calculate Tax on Invoice Total not Line by Line

This App is designed to calculate the Tax on an invoice total, without rounding line by line. *This app is part of the Premium Pack

Inventory Item Notes

Allows extra Notes to be held against Inventory Item Similar to a User Defined field but much more visible.There is no restriction on length or what is stored in the notes (other than that it is a String).

Customer Special Payment Terms

Set Special Payment Terms on customer’s invoicesFor example, a customer may purchase a piece of equipment and be given 12 month payment terms to pay off the invoice in instalments at a specified amount each month.New UDFs populated to Customer...

Sales History Button on CRM Quote Entry

This App allows you to see what products a customer has been buying, directly from the CRM Quote screen, and add those products to the quote. Features The App adds a "Customer History" button to the CRM Quote Entry screen.: Click on the "Sales...

Advanced SO Carrier

The Advanced SO Carrier App allows users to select a Carrier during Sales Order Entry and to select a label option when completing a packing slip. There are currently 2 label options available: generate a file extract for UPS (XML format) select a...

UK Postcode Lookup Integration

Save time creating new address records in Greentree using this nifty UK Post Code Lookup Integration. The App currently supports the "PostcodeAnywhere" and "Crafty Clicks" web services in the UK. Features The App adds a cloud icon next to...

Email Job Cost Invoices with Attachments

This App allows you to attach supporting documentation to a Job Costing Invoice. The documentation can be stored against the Job or a Service Request, and selectively added as an attachment when the Job Cost Invoice is emailed.*the task processor might...

AR Combined Billing

This App works with the AR module. Based on setting up specific customers are parent/child customers and then marking all of the group as a combined billing group the system will them allow users to generate AR invoices as per normal but will not allow...

Change Supplier on PO Entry

This App enables you to change the supplier on an existing Purchase Order, even if a supplier has already been specified. The App adds a new button underneath the Supplier section. When clicked, a pop up box allows the user to select a new supplier...