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. Send out email and text alerts for immediate dispatch. The software dashboard provides a real-time view into the business.
- Status tracking
- Inspection and checklists
- Text and email alerts
- Parts inventory
- Preventive maintenance
- Image and file attachments
Scheduling and Dispatch
Drag and drop calendar for quick and easy updates. Our job scheduling software features allows you to update appointments easily.
- Multiple calendar views
- Recurring appointments
- Color codes
- Appointment reminders
- Text and email alerts
- Crew management and tracking
CRM
With our customer relationship management features you can easily coordinate all communications, notes, history, contacts, locations, and equipment. You can also securely log into the software at anytime and anywhere from any device.
- Multiple contacts and locations
- Customer portal
- Account Managers
- Custom Reporting
- Parent - subsidiary relationships
- File attachments and image uploads
Mobile Access
Real-time software access to your data from any computer, laptop, smartphone, or tablet. Make updates in real-time from the office, field or home.
- All smartphones & tablets supported
- iPad, iPhone, and Android compatible
- Capture electronic signatures
- Text and email alerts
- Real time communication between the back office and field
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. This software automates the process of tracking inventory across multiple locations, helping to reduce errors, prevent stock shortages or overages, and improve overall efficiency.
- Import your inventory
- Multiple sites for inventory parts
- Run real time inventory availability
- Alerts at reorder point
- Receive and transfer inventory
Equipment Maintenance
Tracking of the maintenance you provide for your customer. Live visibility into history while onsite. Set up a recurring maintenance. Also follow your company assets assigned to your labor force.
- Recurring equipment maintenance
- Tracking multiple pieces
- Assign equipment to customer locations
- Equipment history while onsite
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! Invoice your customers through Bella or integrate with QuickBooks if you prefer.
- Tracking of bills, payments, invoices
- Item list and Chart of Accounts
- Profit levels
- Electronic Signatures
- Price Levels and Classes
- QuickBooks Desktop Integration
Reporting Software Features
Robust reporting capabilities for all your data. Customize each report to view real time data critical to run your company. Examples:
- Jobs
- Customers
- Profit
- Sales and Expense
- Marketing
- Accounting
- Custom 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. There is no limit to amount of customization you can do.
- Unlimited custom data fields
- Customizable terms
- Custom Quotes, Work Orders, Invoices
- Customizable customer page layout
- Customizable Reports
- Time Zone settings
- Custom email alerts subject and body
Employee and Vendor Management
Easily create and manage employees and vendors (subcontractors) for your business with our online solution. Employees and vendors may be designated as a field resource and assigned to jobs. Optimimize utilization in the field with time tracking features.
- Sharable calendar
- Personal dashboard
- Tracking of time and expenses
- Time Zone settings
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. Bella FSM is continually backed up so that data can easily be restored if the need arises.
- User Roles
- Admin users
- Standard users with access settings
- Tier One hosting at Amazon Web Services
- Daily backups
