Customer Information - Customer screen gives instant access to all important customer data, like contact information, orders, scheduled services and more.
Billing History - See all customer invoices and payments, current balance, aged account receivables, etc.
Job Management - Instant access to all customer's completed, cancelled, scheduled and upcoming tasks.
Full Notes History - Make notes about phone calls, quotes, special instructions and so on.
Document Linking - You can attach any files (photos, faxes, scanned documents) to a customer record.
Expense Tracking - You can instantly review all the expenses related to the customer's orders.
Customer Categories - Categorize customers into groups, like new / long-term for easier management.
Contract Management - Keep track of service contracts; see when it is time to renew to keep your business growing.
Assets and Services - You can list the assets to be served under the contract (including warranty info and EPA reg. No), as well as the services to be carried out.
Instant Order Creation - Create Orders off the Customer screen via a single click.
Track Quotes - Use Orders in the "Draft" status as the quotes. If a sale is made, you can instantly change the status to make it an active order.
Order Entry - You can add Services and Parts to an order, set a specific discount and tax for every order detail line.
Order Fulfillment Control - You can assign a technician to an order, who will be responsible for the order fulfillment.
Instant Scheduling - You can start scheduling tasks immediately off the order screen.
Repeating Orders - You can duplicate an existing order via a single click.
Sales Reporting - Review your sales grouped by month or by customer. Find out what services sell better.
Order Printing - You may print an order using different templates, like landscape or portrait, and others.
Customize Orders - Put your logo, company information, and tag line to the orders you print.
Invoice and order designer - Make your invoices and orders look exactly what you want them to be.
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Customer Information - Customer screen gives instant access to all important customer data, like contact information, orders, scheduled services and more.
