| Integrates with: |
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Platforms: |
Win95/98/NT/2000/ME/XP |
Networkable? |
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Scheduling
Manager — service industry software with
18 years experience! |
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Customer Information
Management |
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Add/Edit/View/Delete
Customers |
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Maintain all
necessary information for your customers (or
patients), including key and alarm, public
and private notes, directions, and more!Details |
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Search |
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Search your
customers with any type of search criterion.
Details
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Multiple
Locations for Customers |
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Maintain multiple
work/service locations for your customers
while billing to one address. Details |
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Customizable
Fields |
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Customize your
own fields to keep track of any information
you wish. Details |
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Track
Marketing Techniques |
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Enter sources
for all your customers and print reports to
show which marketing methods are most profitable.
Details |
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Calendars |
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Print helpful
monthly calendars for your customers. Customers
have the calendar as a handy reminder of their
next scheduled visit. Details |
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Easy
Access |
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Easily access
a customer's account history, schedule of
jobs, or easily add or change a job. Details |
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Mail
Merges |
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Create professional
letters and mailings to all your customers
(or a selected group) with the click of the
mouse. Details |
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Employee Information
Management |
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Add/Edit/View/Delete
Employees |
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Maintain detailed information
for each employee. Details |
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Maintain Payroll Information |
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Flexible payroll options mean
that no matter how you pay your employees,
Scheduling Manager will handle
it. Details |
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Employee
Pictures |
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Keep employee pictures on file
for security and for use by office staff.
Details |
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Credentials/Training |
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Maintain information regarding
credentials and skills of each employee, tracking
date when certifications/skill was achieved,
and renewal date, etc. Details |
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Team Information |
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Assemble Teams |
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Group employees together to
make scheduling easier if you have groups
that work together regularly. Our service
management software allows you to schedule
by team (or truck or route) or by individual
employee/technician. Details |
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Color Code Teams |
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Color coding teams makes for
easier identification on the scheduling screen.
Details
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Work Codes/Procedure
Codes |
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Create your
own work codes to track service charges and
to provide instructions for employees. This
also allows you to track sales by type of
service, etc. Details |
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Job Scheduling |
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5 Different Scheduling
Screens |
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5 different scheduling screens
to choose from in our service industry software
means you can view jobs any way you like.
View scheduled jobs for one week for one team,
or for all employees, or view all scheduled
jobs for the month on one screen. You can
pick almost any view imaginable -- for example,
view all jobs for one client for one month.
You name it, we have the view for you! With
18 years experience in the field, we've figured
out how to offer options that will suit just
about anyone. And of we don;t have the option
you want, tell us, and we'll probably add
it in for you! Details |
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Recurring
Scheduling |
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Create any schedule with over
30 different frequencies to choose from. Enter
Work Order information once only, and then
let Scheduling Manager
enter the future jobs for you. Details |
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Enter Job
Notes for Employees |
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Enter special instructions
or notes in Job Notes to print out on Job
Tickets/Work Orders. Details |
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One-Time
Changes |
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If an employee is sick or a
customer cancels a job it's easy to make a
one time change to a job. Details |
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Changes
to Entire Schedules |
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If you need to increase the
charge on a job, or make the job length longer
it's easy to make a change to an entire schedule
of jobs. This change will then flow through
to all future jobs. Details |
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Display
Options |
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Choose from a variety of display
options on your scheduling screens. For example,
show last name for each client, or show just
their account ID, or show the street where
they live. Anything you can think of! Details |
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Job Completions |
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Completing jobs is an easy
process. It updates employees' payroll information
and updates customers' account information
and automatically creates invoices. Any payment
received from customer is also recorded. Details |
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Complete
Multiple Jobs |
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Easily complete multiple jobs
at once! Many of our users like this option,
which saves them a lot of time. Simply mark
all jobs to be completed with "default"
information, click a button and you;re done!
Then you can complete the individual jobs
where changes were made to the original service
order individually. Details |
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Accounts Receivable |
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Invoices |
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Invoices are automatically
created for you, or create invoices manually.
Details
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Statements |
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For customers who have many
jobs, print statements as often as you like
to give a summary of all charges/credits to
their account. Details |
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Account
History and Customer Balance |
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Customer Balance is available
right on their information. Their account
history is also easily accessible. Details |
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Payroll |
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Payroll
Reporting |
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Several payroll reports are
provided for you to view your employees' payroll
data. Details |
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Networkable |
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Scheduling
Manager can be set up as a network
version so more than one person can access
it at the same time. You will be able to issue
passwords and logins to users. Allow several
people at the office to access your service
management software simultaneously. Details |
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Scheduling
Manager Web |
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Same Great
Features |
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Scheduling Manager
Web has the same fantastic features
as our outstanding stand-alone service industry
software plus more! Access your data from
anywhere in the world! Details |
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Customers
View Schedules Online |
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With the Web Version you can
set up usernames and passwords for your customers
to log in to view their own schedules, account
activity etc. Details |
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Customers
View Invoices Online |
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Customers log in to your Customer
Center and can view their latest invoices
and account balance. Details |
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Create your
own Online Customer Center |
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Create your own fully customizable
Customer Center to post "Tips of the
Day" or trivia questions or whatever
you wish! Details |
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Employees
View Schedules Online |
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Similar to your customers,
you can set up usernames and passwords for
employees to log in to get their schedule
information. Details |
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Supervisors
Send in Job Completion Info |
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Supervisors have the ability
to log in and submit job completion information.
Details
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Interfaces with:
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| Quickbooks |
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| No need to get rid of your
favorite accounting software or abandon all
your established procedures, they can work
together. Share customers, invoices and payroll
data. |
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| Microsoft
MapPoint |
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| This powerful interface lets
you get directions and map routes to save
on travel time. |
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| Mapquest |
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| Click a convenient button and
Mapquest supplies you with the directions
to the work site. |
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| Yahoo
Maps |
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Click a convenient button
and Yahoo Maps supplies you with the directions
to the work site. |
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| Google Maps |
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| Click a convenient button and
Google Maps supplies you with the directions
to the work site. |
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| Job
Estimator |
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| Manages all your estimating
and bidding needs. |
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| Contact
Manager |
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| Keep your prospective
clients in a separate database so you can
do more effective marketing such as direct
mailing |
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| Distribution
Manager |
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For large wholesale/distribution
businesses this is a perfect combination. |
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| Microsoft
Outlook |
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Import data from Microsoft
Outlook. E-mail any report using Outlook
or Outlook Express. |
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| Microsoft
Access |
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Import data from Microsoft
Access |
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| Microsoft
Word |
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Easily create mailmerge
letters using Microsoft Word |
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| Mobile
Devices |
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Exchange data with various
mobile devices |
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| Various
Competitors' Programs |
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We will import your data
from any competitor's program hen you upgrade
to The Scheduling Manager
from Thoughtful Systems.
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| Various
Timekeeping and Payroll Systems |
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Exchange data with your
chosen timekeeping and/or payroll system,
such as ADP, Paychex, Ceridian, etc.
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Customized Features:
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| Special
Features for a wide variety of industries: |
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| Whether you have a maid service
business, a home health care agency, a pest
control business, a lawn care business or
a business in one of the many other service
industries we have, we have the right software
for you! |
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| Special
Features for Your Business! |
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| Surprisingly, after 18 years,
we still get requests from clients from time
to time, asking us to add in special features
in our service industry software that will
help make their business more efficient, and
therefore more profitable. For example, we
added an interface to an online system which
tracks subway routing in New York City for
a user in that city. We want our software
to work for you in the best possible way,
giving you a competitive advantage in the
marketplace. So, if you need a special feature,
speak to one of our consultants and we can
add it in for you at a reasonable cost. Unlike
some software companies who refuse to customize,
or do so only at very high cost, we believe
software should "fit" your way of
doing business like a custom-made suit. On
occasion, we add in a new feature for a user
at no cost because we have had similar requests
from several other users, so we include it
in the next upgrade. |
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The
Scheduling Manager — Versatile Software that functions
effectively as: |
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Appliance
Repair Service Software |
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Building
Maintenance Software |
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Carpet
Cleaning Software |
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Computer
Maintenance Business Software |
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Home
Health Care Software |
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HVAC
Maintenance Software |
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Janitorial
Software |
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Lawn
Care Software |
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Maid
Service Software |
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Pest
Control Software |
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Plumbing
Service Software |
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Window
Cleaning Software |
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| © Thoughtful Systems, Inc.
2008 |
| P.O. Box 297151 Brooklyn, NY 11229
USA |
| Tel: (800) 759-2532 / (718) 375-1186
Fax: (347) 312-6216 |
| Tel: 0207-617-7242 (UK) |
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