![ICON_customer record customer record icon](https://alarmbills.com/wp-content/uploads/2018/08/ICON_customer-record.png)
"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
![ICON_reports reports icon](https://alarmbills.com/wp-content/uploads/2018/08/ICON_reports.png)
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...
![ICON_comm tools customer communication tool icon](https://alarmbills.com/wp-content/uploads/2018/08/ICON_comm-tools.png)
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)
![ICON_inventory inventory icon](https://alarmbills.com/wp-content/uploads/2018/08/ICON_inventory.png)
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
![ICON_service calendar service calendar icon](https://alarmbills.com/wp-content/uploads/2018/08/ICON_service-callendar.png)
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.
![Digital Quotes Man in a suit writing on a tablet with a stylus](https://alarmbills.com/wp-content/uploads/bb-plugin/cache/Digital-Quotes-scaled-landscape-b5d029b6211e8c7d239628e1f138636f-djl9kutm3p2o.jpg)
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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