Platform & Controls CRM Modules
Configure API connections, role permissions, tenant boundaries and admin controls.
Customers
View customer contact details, open work and billing history in one record
Leads & Pipeline
Track incoming enquiries through qualification and proposal stages
Estimates & Proposals
Prepare itemised quotes and proposals linked to the customer record
Service Catalog & Price Books
Organize standard services, products and rate tiers for consistent quoting
Work Orders & Projects
Coordinate approved work from assignment through completion
Scheduling & Calendar
Plan appointments, room bookings and team shifts on a shared calendar
Dispatch
Assign field visits and coordinate on-site technician schedules
Tasks
Track individual action items and follow-ups across customer records
Employees & Teams
Manage team member profiles, departments and work assignments
Invoices
Prepare and track customer invoices connected to completed work
Payments & Stripe
Track payment records; platform billing uses Stripe (confirm customer payment setup)
Accounting
Organize financial entries, tax summaries and accounting handoffs
Inventory
Monitor product stock levels, reservations and reorder thresholds
Purchasing
Prepare supplier purchase orders from stock shortfalls or work orders
Vendor Management
Keep supplier contacts, items and purchase order history organized
Assets & Warranties
Record customer equipment details, serial numbers and service dates
Shipping & Logistics
Track order packing, parcels and shipment handoffs
Email & Webmail
Keep customer email correspondence connected to CRM records
SMS & Chat
Coordinate customer appointment updates and service messages
Phone.com
Catalog integration for voice call logging and contact workflows
Support Desk
Track customer support requests, ownership and resolution steps
Documents
Organize files, specifications and forms linked to customers and jobs
Customer Portal
Provide a structured view for customers to review shared records
Campaigns & Reminders
Schedule customer outreach and service reminder sequences
Promotions & Offers
Manage promotional offers and discount rules for campaigns and sales
Reviews & Referrals
Coordinate post-service follow-up and referral tracking
Dashboard
View operational summaries across enquiries, active work and billing
Reports & Analytics
Review structured reports across sales, work orders and billing
Workflow Automation
Configure rules that connect handoffs between modules
AI Copilot
Assist teams with drafted actions alongside admin budgets, rate limits and human approval
API & Integrations
Plan connections between 4ProTech and external business services
Administration & Security
Manage workspace roles, module permissions, AI budgets and approval controls