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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 including
key and alarm, public and private notes. Details |
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Search |
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Search your
customers with almost any type of search criteria.
Details
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Multiple
Locations for Customers |
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Maintain multiple
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 methods are more profitable. Details |
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Calendars |
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Print helpful
monthly calendars for your customers. Details |
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Easy
Access |
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Easily access
a customer's account history, schedule of
jobs, or add a job. Details |
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Mail
Merges |
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Create professional
letters and mailings to all your customers
with the click of a button. Details |
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Employee Information
Management |
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Add/Edit/View/Delete
Employees |
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Maintain all necessary information
for your employees. 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
Picture |
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Keep employee pictures on file
for security and for the ease of your office
staff. Details |
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Credentials/Training |
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Maintain information regarding
credentials and skills of your employees,
when they need to renew etc. Details |
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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. 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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Create work
codes to track service charges and to provide
instructions for employees. Details |
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4 Different Scheduling
Screens |
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4 different scheduling screens
to choose from means you can view jobs any
way you like!
Details |
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Recurring
Scheduling |
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Create any schedule with over
30 different frequencies to choose from. 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. Details |
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Display
Options |
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Choose from a variety of display
options on your scheduling screen. Details |
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Job Completions |
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Completing jobs updates employees'
payroll information and updates customers'
account information and automatically creates
invoices, if desired. Details |
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Complete
Multiple Jobs |
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Easily complete multiple jobs
at once! Details |
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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
Reporting |
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Several payroll reports are
provided for you to view your employees' payroll
data. Details |
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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. Details |
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Same Great
Features |
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Scheduling Manager
Web has the same fantastic features
as the stand-alone version 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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| 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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| 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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