Software for Your General Service Business

Following are some of the tasks that The Service Program can help you record, track and manage and report to your residential and commercial customers, if appropriate:

• Document and track services performed each visit
• Keep a record of type of service (equipment checks, maintenance, repairs, etc.)
• Schedule dates for services to be performed
• Track parts used on job
• Track inventory usage from multiple locations
• Generate invoices in the field using parts from a company truck and the invoice will seamlessly post to QuickBooks
• Keep a complete history of work performed on a job in your handheld
• Maintain equipment and warranty history on your PDA
• Generate estimates
• Analyze win/loss of estimates
• Convert estimate to order:
• Pick inventory or job
• Assign to person
• Track sales commissions
• Convert to QuickBooks

Explore the links below for more details about The Service Program features:

• Integrates with QuickBooks
• Integrates with handhelds/PDAs
• Create tasks and manage contacts
• Track leads and generate estimates
• Schedule appointments
• Plan and manage routes
• Invoice customers in the field
• Manage equipment rentals
• Track materials and equipment
• Manage multiple inventory locations
• Create customized reports
• Manage service contracts

Service Call Scheduling Past Due/Recurring Work Orders PDA's   Watch Video Watch Video                 Routing Route Tickets Route Mapping Watch Video Watch Video Watch Video           Inventory Customer Detail Monthly Billing Watch Video Watch Video Watch Video         Service Contracts Work Ticket Screenshot One example of a Route Sheet Watch Video * Please note that the above is customizable * There are many versions of the route sheet to chose from       Below are some Screen Shots of our iPhone and Android Version   Create, View and Complete Work Orders Create Invoices, View Customer Info, sync remotely

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