Features
Top software features which will save you and your business time and money
Bella FSM's software features make it easy to use and designed to help you manage your business more efficiently. Our efficient and well-trained team handles the hardware and software for you so that you have more time to focus on directing your operations. Spending more time on your business can only mean increased productivity, sales, and profits. Easily manage schedules, customers, jobs, employees, vendors, invoicing, accounting, equipment and so much more. Below are just a few features.
Work Orders
The work order software features allow you to easily follow jobs at every stage from estimate through payment. Update from the office or the field.
- Status tracking
- Inspection and checklists
- Text and email alerts
- Parts inventory
- Preventive maintenance
- Image and file attachments
Send out email and text alerts for immediate dispatch. The software dashboard provides a real-time view into the business.
Scheduling and Dispatch
Drag and drop calendar for quick and easy updates.
- Multiple calendar views
- Recurring appointments
- Color codes
- Appointment reminders
- Text and email alerts
- Crew management and tracking
Our job scheduling software features allows you to update appointments easily.
Customer Relationship Management (CRM)
With our CRM features you can easily coordinate all communications, notes, history, contacts, locations, and equipment.
- Multiple contacts and locations
- Customer portal
- Account Managers
- Custom Reporting
- Parent - subsidiary relationships
- File attachments and image uploads
You can also securely log into the software at anytime and anywhere from any device.
Mobile Access
Real-time software access to your data from any computer, laptop, smartphone, or tablet.
- All smartphones & tablets supported
- iPad, iPhone, and Android compatible
- Capture electronic signatures
- Text and email alerts
- Instant communication between the back office and field
Make updates in real-time from the office, field or home.
Inventory Management
Inventory tracking is a crucial tool for businesses of all sizes, providing real-time visibility and control over stock levels, order fulfillment, and supply chain management.
- Import your current inventory
- Multiple sites for inventory parts
- Run real time inventory availability
- Alerts at reorder point
- Receive and transfer inventory
Automate the process of tracking inventory across multiple locations, helping to reduce errors, prevent stock shortages or overages, and improve overall efficiency.
Equipment Maintenance
Tracking of the maintenance you provide for your customer. Live visibility into history while onsite.
- Recurring equipment maintenance software features
- Tracking multiple pieces
- Assign equipment to customer locations
- Equipment history while onsite
Also, track your company assets assigned to your labor force.
Accounting Features
Our software features provide accounting functions that will assist you to effectively following your finances. Stay on top of outstanding invoices so you never miss a payment again!
- Tracking of bills, payments, invoices
- Item list and Chart of Accounts
- Profit levels
- Electronic Signatures
- Price Levels and Classes
- QuickBooks Online and Desktop Integration
Invoice your customers through Bella or integrate with QuickBooks if you prefer.
Reporting
Robust reporting capabilities for all your data. Customize each report to view real time data critical to run your company.
- Jobs
- Customers
- Profit
- Sales and Expense
- Marketing
- Accounting
- Customizable reports
Customization
Having the ability to customize software is critical for success. Our solution is easy to use as well as very flexible to the way you do business.
- Unlimited custom data fields
- Customizable terms
- Custom Quotes, Work Orders, Invoices
- Customizable Reports
- Time Zone settings
- Custom email alerts subject and body
There is no limit to amount of customization you can do.
Employee and Vendor Management
Easily create and manage employees and vendors (subcontractors) for your business with our online solution.
- Sharable calendar
- Personal dashboard
- Tracking of time and expenses
- Time Zone settings
Employees and vendors may be designated as a field resource and assigned to jobs.
Data Security
Rest assured that your data is secure. Our hosting partner Amazon Web Services uses the latest in firewall, encryption, and intrusion detection technologies.
- User Roles
- Admin users
- Standard users with access settings
- Tier One hosting at AWS
- Daily backups
We continually back up your data so it can easily be restored if the need arises.