WINMAX FOR SERVICES

Less administration.
More time for the customer.

Invoicing, customers, quotes, contracts and account balances organised in a simple solution for service businesses.

InvoicingCustomersQuotesRetainersContractsAccount balance
58/ATCertified software
OnlineAccess wherever you need it
ModularGrows with your operation
IntegratedConnected data
Multi-userRole-based access
FROM QUOTE TO PAYMENT

One commercial flow.
Without scattered information.

Follow the customer from proposal to final document while keeping history and account balance organised.

01

Propose

Create quotes and preliminary documents using customer information.

02

Deliver

Keep the service connected to the business history.

03

Invoice

Issue the necessary documents when the work is completed.

04

Track

Review account balance, documents and history in one context.

SIMPLE BUSINESS MANAGEMENT

The customer at the centre.
And the information too.

Less time searching for documents and more continuity between service, invoicing and management.

◎
Customers

Data, history and business information organised by customer.

€
Account balance

Track documents and movements associated with the business relationship.

▤
Quotes and pro formas

Prepare proposals and business documents before invoicing.

↻
Retainers and contracts

Structure recurring operations when they are part of the business.

Professional services with WinMax
Organised informationCustomer, documents and business history in the same system.
COMMERCIAL CONTINUITY

From the first conversation
to the final document.

WinMax helps keep the commercial journey organised so the team can quickly see what was proposed, invoiced and followed up.

HistoryReview the customer commercial journey.
DocumentsCentralise issued and related documents.
PaymentsTrack account balances in a structured way.
TeamGive different users access to the right information.
FOR DIFFERENT SERVICES

A flexible core.
Different businesses.

The solution adapts to different fields where customer relationships and invoicing need to work together.

Beauty
WELLBEING

Beauty & wellness

Invoicing and customers organised in a close, recurring service operation.

Hair salon
CUSTOMER SERVICE

Hair salons

A simple solution to manage customers and invoicing every day.

Technical service
TECHNICAL

Technical services

Documents, customers and business information linked to completed work.

Professional services
BUSINESSES

Professional services

Quotes, invoicing and account balances for B2B and professional operations.

Less paperwork.
More business.

Talk to a WinMax partner and find the configuration that makes sense for your service business.

Support & ResourcesQuick access to WinMax support and resources