Plan and schedule your jobs accordingly. You can schedule jobs to repeat by the day, week, month, or year.
Work OrdersManage work orders for all your jobs. You can add, modify and delete work orders. You also have the option to print or fax a copy of the work order to your staff or client. Your staff can also download work orders via a palm phone.
Online HelpOur system is so easy to use you probably won't need to use the help but a help menu is available on all our screens.
GPS TrackingWe have special software that runs on certain Nextel cell phones that automatically sends your exterminator or technician's cell phone coordinates. You are able to quickly locate your staff on the map within your account. This feature may not be available to some clients. (This service is no longer available. We are revamping our mapping programs.)
Job CostingRecord costs for jobs with the quick job costing template. You can setup your own job cost types for jobs that have standard costs.
Document StorageStore and Search your documents Online. Just scan any document, upload it to the system and you can search and have the document available when you need it. Store any type of document! (signed work orders, timesheets,anything!). We also have an option where you can fax work orders directly into the system.You can also email documents straight into the system. Just send an email with the document attached and include the work order number and your document will automatically attach to the work order.
ProspectsTrack all of your prospects. You can easily convert potential prospects to a customer with our conversion utility.
Web Form WizardCreate any type of form with the Form Wizard! It's a quick and easy way to re-use the same form over and over. You can use it to create maintenance agreements, contracts, just about anything! You can setup your own master templates and merge fields in a snap.
Quick Collections/NotesHave a bunch of open invoices? Do you need to send out a collection notice. You can easily send out collection notices by clicking one button. The system will email or fax a collection notice to those customers who have open invoices. As you know collections is a pain in the neck. When doing collections your presented with the run around game. Customer says "I sent a check". Customer says "Wait to deposit". You can store all these notes per invoice to track and monitor collection status as well.
Multiple Building/LocationsIf your customers have many buildings or locations you can now store multiple buildings/locations for a specific customer. It comes in handy when entering a work order.
Daily DispatcherQuick screen to manipulate and dispatch daily job schedules!
CustomersMaintain customer information. You can also store custom fields for your customer.
My ContactsYour users can maintain their own list of contacts.
Staff AccountsSpecial limited version of the system for your staff to view schedules and update job information. So, you don't have to spend on a regular account.
Knowledge BaseBuild an online knowledge-base for your company and provide better customer support for your customers. You can store manually, policies, or just about anything that your company needs.
QuickBooksDoes your company use QuickBooks? You can export your work orders into QuickBooks Invoices.
Work SchedulesMaintain Staff Information and Work Schedules. Store information on your staff, including when and where they can work.
Multi BranchOur system can handle multiple branches and/or departments.
Accounts PayablePurchase Orders/Payments/A/P Aging Schedules.
Message DispatchingSend quick messages via email to staff or customers.
Skills InventoryTrack the skills of everyone on your staff. You can define your own skills library. Comes in handy if you have a job that requires a special skill: You can find who has it at the touch of a button.
XML ExporterExport work order and other data into XML.
Job Summary ReportLets you print out a list of all your jobs with staff assignments for a given job day.
Invoice and A/REasy to use A/R. Post your work orders to invoices with the click of a button; email invoices, track payments, aging reports, and more.
Link Multiple Work Orders to an InvoiceIf you have a job that spans a number of days but only want to bill the customer one invoice. You can link one or more work orders to that one invoice and easily compute all job costs for that invoice.
Staff Locator ToolOur locator tool will allow you to find available staff based on work schedules, desired locations and skill set.
Proposal Document WriterYou can define your own proposal, document or letter templates then store these documents for your customers or prospects.
Staff TimeStore the hours worked for each staff member assigned to a job/work order.
Monthly CalendarView monthly calendars of all your work orders You can filter by staff or customer.
Call LogTrack all calls and notes between you and your customers. You can also track calls for your prospects.
Task TrackerTrack any tasks for any customer! Suppose your customer has something that requires maintenance in 70 days, or there's a form that must be filed four months from now. You can store that information here, then generate a daily "things to do" report.
Work Order DispatchingAutomatic routing of work orders to staff and contractors in the field via cell phone, alpha pager, or rim. Any capable email device.
Called in SickAbility to handle Customer Cancellations/Staff Outs. If a customer cancels or your staff member calls in sick you can easily find those jobs so, you can reassign or reschedule.
Staff BroadcastingDo you have something that you need to broadcast to the company? Send notifications to every member of your field staff at the touch of a button.
Modifications of work orders to staff in the fieldIf you make changes to a work order, all the assigned staff members can be notified via email.
Custom Work Order FieldsYou can create custom work order fields to track specific information your company might need for a work order. If you need to track additional information pertaining to a work order or job, you have extra custom fields as well.
Custom ScreensYou can create any number of custom screens for prospects, customers, staff, vendors, and work orders.You can add any number of (text, numeric, date, yes/no, memo and lookups)fields to those screens.
Sales Reps/Invoice Commission Reports off of Billable/ReceiptsYou can setup your own sales people with commission rates. You can also print out commission reports.
SecurityMultiple levels of Security / Restrict by day and time, including 128-bit SSL encryption through GeoTrust.
OtherHave a special request? Need a tweak? Need a change! Ask us!
Reports and ReportsMany Reports (Work Order, Staff, Customer, Items Due, Rating, and more!):