"All In One Place" Customer Records
Save time and energy by having all your customer information at your fingertips. This Customer Relationship Management (CRM) tool helps you with:
- Quotes and service/job tickets
- Calendar/scheduling and timecards
- Inventory management
- Invoices, statements and payments
- Customer documents and communication
Powerful Reports
Comprehensive financial & management reports that can be easily shared with authorized users or exported for use with accounting software such as QuickBooks.
- Precise RMR Tracking/Rollforward report
- Billing Detail shows both billing and cash receipts
- Customer Recurring Audit
- Pre-Billing Audit to ensure 100% is billed
- Many others...
Customer Communication Tools
Management to keep your customers informed of new services and record all customer touch points.
- Create & mail letters to targeted subscribers
- Likewise for email
- Send service reminders via email and texts
- Option to add inserts to invoices
Service/Work Order Management
User friendly dashboard and service tickets that allow you to easily:
- Flow jobs from quotes to tickets and progress bill
- Assign technicians based on skills and location
- Prefill tickets so techs can close out and invoice on the spot
- Track work requests and completions
- Track time cards and insure customers are invoiced
- Interactive service calendar for appointments (see below)
- Inventory tracking and management (see below)
Inventory
Accommodates inventory tracking and purchase orders for multiple locations and vendors. Provides for:
- Multi-level pricing
- Location tracking
- Weighted average cost for profitability tracking
- Kits packaging and purchase
- Reorder levels for quick POs
Service Calendar
Central access to scheduling and managing sales calls and technicians. Drag and drop calendar allows you to easily:
- Schedule tickets and appointments
- Send email and text reminder notifications
- Block time for accurate scheduling availability
- Track job status and time cards
Quoting and Proposal Tools
- View open quotes by sales person, quote type, lead or sales status to manage sales pipeline.
- Create templates to easily create and send professional proposals in minutes.
- Convert accepted proposals into work orders and easily take deposits for progress billing.
Mobile App for Techs
Enable sales and service technicians to view their calendar and work orders on mobile devices.
- Retrieve their service tickets and appointments
- Clock in and out of both a day and each job
- Retrieve/Add parts and labor for a job
- Text customers appointment updates
- Invoice the job in the field
- Take a customer’s signature, and get paid
- Retrieve a site’s zones and service history
- Add support notes to a customer record