Shaped exactly to how your business works, just by asking.
Summit Mechanical
Customers, quotes, orders, invoices, payments, and books all live in one system, so PLYX knows your business the way you do. That's what makes the rest possible.
Who owes us money. How were sales last month. Which orders are late. Answered from your real data, in a sentence, and any answer can stay on your home screen.
A PO number on orders, warranty tracking, a report per crew. Say it once and the new piece is there, working, a minute later. No quote, no wait, no project.
Drafting invoices, converting quotes, updating records. Anything that touches your data shows you exactly what will change first, and waits for your OK.
Real double entry accounting, posted as you quote, invoice, and get paid. Every entry balances, and every number traces back to the document that caused it.
Describe a routine once, the way you'd explain it to someone new. From then on it happens by itself, every single time, whether you're at your desk or not.
Every run is logged. Anything that reaches a customer waits for a person first, unless you say otherwise.
A system built around your business meant hiring a software company.
Drop in whatever runs your business today. PLYX reads it, shows you the system it will set up, and imports everything with proof nothing was lost.
Quotes become orders, orders become invoices, payments land in your books. The everyday machinery is built in and works from the first morning.
Every time you hit something PLYX doesn’t do, say so. That piece gets added on the spot, and the system grows into an exact fit for how you work.