Create Tasks & Manage Contacts

Task List

When each user first logs in to The Service Program, the Task List appears and notes how much time has elapsed since it was last opened. Route reminders and task type and priority will also display.

From the Task List, you can

View tasks according to who entered them, who they are assigned to, and which tasks are open and closed Monitor lapse times from when a call is first received to when the work is complete and billed Run reports on task type and lapse times by department or by employee and task Track billed and unbilled work/rework Notify an employee of a task by email for prompt receipt while in the field Create and print customized work orders Add parts used on the job to the work order from any number of warehouse locations Post detailed accounts of work performed to customer notes Update work order in QuickBooks and customer history at the same time Email a customer when work is completed Generate an invoice Print “To Do” reports and completed tasks summaries

Create recurring tasks on a daily, weekly, monthly frequency Tasks can turn into invoices so this is a great way to track all your recurring appointments and billings.

Customer Detail

From the Customer List, simply click on any name to view the Customer Detail screen. At a glance, you’ll find contact and billing information, billing and shipping addresses, route information, and more. When you edit a field, The Service Program automatically saves any changes.

All transactions are maintained at the customer record level so that any authorized personnel can see all activity and details regarding an account. Plus, you’re only one click away from accessing, viewing, and editing additional information directly from Customer Detail:

Miscellaneous customer information with user-defined fields Customer Notes Additional contacts Route schedule history Customer equipment with user-defined fields Work orders Rental transactions Rental billing transactions
When you make a change here the software can update QuickBooks. At a glance you can see that this customer is the 1st stop on Tuesday and 6th on Friday. You can view open or closed tasks as well as create a new one from here Track additional customer information in 12 customizable fields Add/View customer equipment from here or from the PDA