DML UNIVERSAL SYSTEM · WHAT WE SIMPLIFY
A clearer way to manage everyday work.
DML brings client information, jobs and documents into one organised process. Explore the three ways it can help your business.
Compare plans01 · FEWER REPETITIVE STEPS
Automation
When a request arrives, its information can enter an organised process: record the client details, identify the job and follow its progress. Depending on the agreed setup, some updates and messages can be automated to reduce repeated data entry.
For example, information gathered through a form can become the starting point for a job. The automations available depend on the configuration and plan you choose.
The benefit: less time copying information and a clearer view of what needs attention.
02 · INFORMATION IN ONE PLACE
Client management
Keep essential client details linked to enquiries and jobs. Each job can bring together its description, service, priority, status, appointment and working notes.
When a client calls again, search for their record and find the related work. The job list and calendar help distinguish new, ongoing and scheduled tasks.
The benefit: a more organised picture of your clients and work.
03 · FROM FIRST REQUEST TO OUTCOME
Quotes and workflow
In plans that include quotes, prepare an offer from a recorded job, create a PDF and follow its status: draft, sent, accepted or rejected. The job remains the reference for the offer.
Plans that also include management invoices and payments let you record money received, including partial payments, and check the outstanding balance.
The benefit: connected steps and information that is easier to check.
Management PDFs do not replace any legally required electronic invoicing process. Features depend on the selected plan.
Want to see DML in action?
Try the demo with sample data and choose the features your business needs.