CathexisCarbon vs ProfessionalManager

This is the Carbon client for connecting to Enterprise 4 and Vision 2022 and later. Carbon provides a full video management interface for controlling sites.

Professional Manager is a powerful tool designed to help professionals organize their daily work with clarity and speed. Manage customers, schedule visits, track projects, create offers, perform site surveys, and generate detailed reports — all in one place. Whether you work alone or with a team, Professional Manager keeps everything organized and accessible, so you can focus on delivering great results. Key Features • Customers: Store customer details, notes, history, and related files. • Calendar Visits: Schedule and track visits with reminders and full visit history. • Projects: Organize work by project, monitor progress, and keep everything in one place. • Offers & Estimates: Create and manage offers with clear structure and professional formatting. • Site Surveys: Capture photos, notes, and measurements directly on‑site. • Reports: Generate complete reports with all relevant information, ready to share. • Photos & Files: Attach images and documents to customers, visits, and projects. • Materials & Costs: Track materials used and maintain accurate records. Professional Manager is built for electricians, technicians, contractors, installers, inspectors, and any professional who needs a reliable way to manage daily operations. Stay organized. Work smarter. Keep everything under control. Professional Manager PRO includes: • Customers History • Create and Send Offers as pdf • Create and Send Technician Report as pdf • Unlimited team creation and team management • User management and role permissions • Branding tools (custom logo for reports and offers) • Advanced statistics and reporting • Shared customer data across team members • Priority access to new features Term of Use : https://msarantis-com.webnode.gr/terms/