Getting Start

In the following pages, you’re going to find help topics for creating quotes, managing customers, and even invoicing and post-sale follow up. You’ll also find useful information if you’re looking to take advantage of the dashboard analytics, or you’re trying to integrate with Quickbooks or Xero. Topics are organized in the left navigation column, and you can also use the search function to browse for topics.

 

Roboeyelabs Essentials

Roboeyelabs is a web-based application. Once you’ve signed up for our service, the application is available online and is compatible with many types of devices.

Overview

1. After the initial setup, Roboeyelabs will allow you to create quotes, invoices, manage your contacts, track your progress, create leads, send mass email, Post on social media.
2. It saves your contacts and products for future use.
3. Once entered, the information stays in your account. The result is freedom from spreadsheets, word processor documents, and confusing accounting application modules.
4. Roboeyelabs has a friendly user interface that makes customer follow up a snap!
5. The dashboard will alert you when quotes are about to expire, so you and your team can be proactive about closing more deals.
6. The dashboard also allows you to analyze your progress, and get a succinct detailed pulse of your current sales prospects. It’s a smarter way to gauge how your sales are really going