Manage your Business with our Life Cycle Management Software

Cornerstone's life cycle program integrates your key office needs into one program. No more jumping between software programs!

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"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
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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...


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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


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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)
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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
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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.
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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

Ready to improve your workflow and organize your office?

Get started by clicking contact us below, or, take our video tour at your own pace to see if Cornerstone is the right solution!