All these features and many more!
Learn more about the STEL Order features that will help you streamline your business
Choose one of our features
CRM / Sales / Field Service / Online Catalog / Shop / Purchasing/ Inventory Tracking / Calendar / Connect / Mobile Apps/ Project Management/ Automated tasks/ Online payments / Accounting data transfer/ Work notes / Ticket BAI / Inbox / Reports / Tax Consultant Login / Open API / GPS / Multiwarehouse/ Past-due notices / Tempo
CRM
Provide your sales team with complete customer files and powerful tools to drive growth.
- Create stronger relationships with your clients.
Efficiently manage all your customers and leads, build loyalty, and sell more.
- Connect with your customers
Provide immediate and automated assistance around the clock.
Sales
Create and send quotes, orders and delivery notes with document traceability in seconds.
- Facilitate, enhance and accelerate the sales process
Centralize processes for your sales team and shorten the sales cycle.
- Assign your quotes customized statuses.
Track and monitor all the quotes you send.
- Reduce paperwork and focus on selling.
Discover STEL Order’s innovative tools to sell while on the go.
- Create and send documents with read receipts.
Send documents like quotes, work notes, and invoices with read receipts.
- Monitor equipment warranty information and manage customer assets.
Provide advanced, pesornalized, scalable field service management.
- Collect client signatures on your work notes
After finishing a job, collect your client’s signature on the work note and send them an invoice instantly.
- Take a photo and attach other documents to your work notes
Photos, audio recordings, videos and installation manuals are always available right in the palm of your hand.
- No internet? No problem!
You’ll be able to access all your information and keep your workflows advancing, even if you don’t have an Internet connection.
Online Catalog
Efficiently manage all your customers and leads, build loyalty, and sell more.
- Full access to your full product and service catalog online
Create and configure product files with photos, cost and sales prices and even predefined margins or markup.
- Create special sales prices and multiple price lists
Create special prices and multiple price lists, perfect for tiered or flexible pricing strategies.
- Enterprise Asset Management
Manage customer assets, such as machinery or special equipment that requires ongoing maintenance.
- Access your catalog and quotes from anywhere
Show customers your online catalog right on your cell phone or tablet, even if you are offline.
Simplify your company’s management with STEL Order
If you don’t love managing your business with STEL Order we will give you your money back
Shop
Drive online business through an ecommerce platform and client hub that are fully integrated into STEL Order.
- Integrated ecommerce platform
Create an ecommerce platform that is fully connected to STEL Order, and receive orders and job requests 24 hours a day.
- Sell more
Position your store on Google, connect ad platforms and create email marketing campaigns.
- Client Hub
Invite your customers to track their orders or jobs on their customer dashboard.
- Fully customizable
Use your store as a simple online catalog or allow each user to see personalized prices. The possibilities are endless.
Purchasing
Keep track of purchases and other expenses by automating purchase orders with real-time updates to product inventory.
- Suppliers
Automate purchases by setting up recurring POs for your most frequent suppliers.
- Track on hand and future inventory to avoid stockouts.
Future inventory is affected by orders placed, and when orders are marked as received, on hand inventory is updated.
- Expense tracking
Keep track of your expenses, everything from gasoline to insurance to last minute supplies to finish a job.
- Issue one invoice for several shipments from the same supplier.
Select all your supplier’s packing lists and create a single invoice all at once.
Inventory Tracking
Track your inventory, avoid stockouts and maintain end-to-end traceability of all items in your warehouse down to the smallest detail.
- Complete control of your inventory
Keep tabs on all your inventory, both from the sales side and from the supply side as well as transfers between warehouses and work vehicles.
- Concise and reliable information
Get inventory reports and configure even the smallest details for each product, such as sales margins or minimum prices.
Calendar
Create multiple calendars and connect your technicians. Set recurring tasks and alerts.
- Connect your employees
Create individual calendars for each member of your team. Schedule calls, visits, and tasks and easily check your team’s availability.
- Smart calendar
Every job assigned to your technicians will create an event in the calendar, and the technician can view all the information they need to perform the work.
- Optimized email marketing
Create email templates with dynamic labels and choose which users to send them to. Ask your customers to rate your service and enable read receipts.
- Past-due notices
Send your clients a reminder about outstanding invoices.
- Available for all mobile devices
STEL Order’s cloud-based mobile app is best-in-class for contractors and SMEs.
- Fast, secure, and reliable. Even without an internet connection!
Access important customer information, check financial reports, or create new quotes and invoices on the go from STEL Order’s mobile app, even without an internet connection.
Project management
Keep track of the profitability of your projects and compare with projected values using advanced reports.
- Manage unlimited projects
Ideal for any job, big or small, where you need to closely track revenues and expenses.
- End-to-end document traceability
Link work notes, orders, purchases and other expenses and check who, what and when the document was created.
Tasks
Automate your favorite tasks. Create recurring invoices, preventive maintenance or alerts to meet your business needs.
- Create recurring invoices
Create recurring invoices and save time. Choose your customer, line items and the frequency to create and send your recurring invoices.
- Automate events, appointments, tasks, maintenance, POs, etc.
Automate everything you need: from monthly purchase orders to billing tasks for month end close or even to send quotes and invoices.
- Stripe or PayPal
Collect payment online with the biggest payment processing platforms. Customers can pay your invoices directly online.
- Online Shop
Receive orders and let your customers pay you online through our Shop feature.
Accounting software integration
Export accounting information from STEL Order. Compatible with popular accounting software on the market.
- Set up your ledger accounts
Define your system of ledger accounts for your clients, suppliers and products, among others.
- Invite your tax consultant to sign up
Provide your tax consultant free access to your STEL Order account
Work Notes
Create and assign work notes, collect customer signatures, attach documents, photos, and audios, and then invoice them in one click.
- Assign jobs manually or automatically
Use the STEL Order Inbox add-on to create and assign jobs automatically. The assigned technician will get a push notification and can view all the job information right on their cell phone.
- Multimedia documentation
Fully document your work notes by attaching anything from installation manuals to photos, audio and video recordings. When you finish a job, invoice it in just one click.
Ticket BAI
Electronic invoicing program for the three Regional Treasuries of the Basque Country
- Software Garante
STEL Order has been validated and approved by the three Regional Treasuries of the Basque Country indicating compliance with the current legislation on electronic invoicing.
- QR Codes
Ticket BAI invoices issued with STEL Order already include the required QR code. Businesses that implement Ticket BAI before the mandatory roll-out date will benefit from a significant discount.
- Automate Job Requests
Use the Inbox add-on to receive all the information from that email right in your STEL Order. Use this feature to receive requests for quotes or to automatically assign job requests.
- Efficient job assignment
When setting up Inbox, select which employee to assign jobs to: always the same tech or the tech assigned to the customer who sent the email.
Reports
Generate sales, purchases, tax and inventory reports to track the financial health of your business.
- Real-time reporting
Get a snapshot of financial health of your business and your sales and operations workflows in real time to improve decision making.
- Reports at a glance
Quick overview of your company’s sales turnover, purchases and expenses in a single chart broken down by year or quarter.
Tax Consultant login
Grant your tax consultant access to your STEL Order, completely free of charge, and eliminate bottlenecks.
- Invite your tax consultant
Grant your tax consultant quick and easy access to all the financial and accounting information they need to do your bookkeeping and prepare filings.
- Fast and efficient communication
Don’t waste time manually sending documentation to your tax consultant. STEL Order provides a secure interface that improves communication and document flow between your business and your tax consultant.
Open API
Link STEL Order to your ecommerce platform or your favorite application. Integration with all types of software.
- Our API is open to the public
We created our API so that any developer can access STEL Order and integrate it with any type of software, ecommerce platform or HR application.
- Automate manual workflows
Automate document transfers, streamline parts of your business that are separated because they use different unconnected digital platforms.
GPS
Add-on Help your employees to better manage routes and dispatching, improving their productivity and customer service.
- Track and record locations
Track and record who, when and, where your techs create jobs, visits and other documents.
- Real-time location tracking
View the location of your techs in real time and optimize dispatching, reduce response times, and improve resource management.
Multiwarehouse
Add-on Track inventory for an unlimited number of products and warehouses.
- Inventory transfers
Precisely monitor and track inventory across your warehouses with a log of all transactions and end-to-end traceability for every single item.
- Access control
Manage and coordinate the operations performed by your employees in all your company’s warehouses. Grant or restrict access to different information and the ability to view, edit, or create inventory transfers.
Past-due notices
Add-on Stay on top of your invoicing and send all your customers notifications with one click.
- Filter outstanding invoices
Filter customers by outstanding invoices, and send them all a notification including their corresponding invoices with one click.
- Personalized past-due notices
Personalize your email templates with our dynamic tags, such as the customer’s name, amount due or the references of outstanding invoices.
Tempo
Add-on System to manage time cards, requests for time off, and vacation that is fully integrated into STEL Order.
- Time cards
Clock in and out on your PC, cell phone, or tablet. Record start and stop times, breaks and hours worked. Know the exact location of your employees when they clock in and out, and grant or restrict access to this data based on the user profile.
- Request for time off, vacation and other absences
Forget about spreadsheets: digitize your processes to manage employee requests for time off, vacation and other absences.
