Try this easy-to-use web-based service software which could get you to erase the whiteboard for good. Aimed at helping small, medium, and large field service businesses, the customizable solutions include capabilities to facilitate customer relationship management and job scheduling, dispatching, tracking, billing and invoicing, entirely through the Internet. The program enables scheduling of emergency, one-time, multi-visit or recurring jobs with drag and drop appointments. Management can schedule by viewing the availability of an individual technician or sales rep or by an available date and time on the calendar.

Diverse calendar views support viewing of schedules for individual field resources, groups, or the entire company by day, 5-day and 7-day weeks, and month. A color coded calendar allows users to identify assigned employees, vendors, location zones, and job status at a glance, which can be an aid in optimizing time in the field. Users can schedule and update recurring appointments daily, weekly, monthly or yearly. The application integrates with Google Maps, for easy viewing and printing of directions to customer locations.

If a technician or sales rep in the field carries an Internet-connected mobile phone or PDA, a scheduler can send a text message alert of any new or updated job appointment and the technician can, in turn, update real time information, including labor hours and job costs, from the field or from home. (In addition, as appropriate, Internet-enabled technicians in the field can create a job estimate onsite, during a service call.)

Customer relationship management capabilities include contacts, locations, and job history details (labor hours, expenses, and materials, equipment, and notes).

Accounting features include the ability to create invoices upon completion or jobs in progress for partial payment. The billing/invoice history feature enables users to view details of real-time customer job costs and expenses, open or overdue invoices, customer payments and post-due payments. Transactions can be exported to QuickBooks or other accounting software if preferred.

Equipment tracking - make, model, and serial number and full service history and warranty information - can be attached to a specific job and work order.

Visit us at Bella Solutions Field Service Software

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