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Customer Management
AvailSuite customer relationship management (CRM) module will help you increase customer satisfaction, improve efficiency, create sales opportunities, and increase revenue. AvailSuite offers an automation of many day-to-day tasks for customer service and sales.
AvailSuite provides a convenient user interface for Customer Management. You can easily add new customers through the grid (good for quick data entry) or through the customer detail screen. It is easy to find any customer by name, address, or phone. Using the Customer Detail screen, you can quickly access all customer work orders, invoice and payment histories, list of services performed in the past, enter and review notes, and do other things.
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Scheduling
Using AvailSuite's Calendar you can:
- Navigate in Calendar, moving through days, weeks, and months.
- Switch between Timeslot and Tasklist views.
- Change time scale in a Timeslot view.
- Create and schedule tasks with a couple of mouse clicks.
- See everyone's tasks for today or current week.
- See the tasks that haven't been assigned yet.
- Print the Calendar with all tasks.
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Order Entry
Orders perhaps are the most important information for your business. AvailSuite allows you to store and
access all necessary Order data. You can create and assign Tasks directly from the Order Detail Screen. Orders may have different
statuses. For example, the "Draft" status is useful when an Order has not been confirmed by the Customer, or it may be used for
quoting.
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Invoice Details
Using AvailSuite, you can create an Invoice from an existing Order or just from scratch. If an Order is used to create an Invoice, AvailSuite will copy all Invoice details
from the Order details. The user, however, can freely edit the Invoice Details, adding or removing some of them, as desired.
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Multi-window interface
Our advanced interface provides maximum flexibility and ease of use. When on any screen, you can get the
details for any information on that screen via a single click. For example, when on a Payment screen, you can bring the
details of the Customer or Invoice linked to the Payment. AvailSuite allows you to open as many screens as you want and
work with them simultaneously. It means that you may open a few Order and Invoice screens and switch between them seamlessly.
This is especially useful when you are interrupted by a customer's call in the middle of something, and you don't need to
close your current work in order to review the customer's order and add more details to it.
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Employee Management
Employee Details screen allows you to enter all relevant information about an Employee, including hourly rate
and normal working time, as well as system access level and other security settings.
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Order Report
Surely, you can print the Orders, but the better part is that they can be customized if needed. You can set a
logo to be printed on all Orders and other reports or documents. Further customization can be performed with a user-friendly
report designer program. If you don't feel like doing it, you may always request help from us. Please, note that
color printing is available if your printer supports it.
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Service Management
Services Maintenance is the place to have all your services listed, with detailed descriptions and prices.
It is easy to categorize the services, which will simplify their use in Orders and other places throughout the system. You
may mark a Service as inactive if you don't provide it anymore.
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