Product Overview

Job Management

Easily schedule and update jobs in addition to:

• Job tracking from estimate, to work order, to invoice, to payment.
• View up to date job cost and expenses for partial invoicing while tracking payroll and managing both business and customer costs.
• Track which jobs have been paid to more effectively collect revenues and never miss a payment.

Scheduling and Dispatch

Service scheduling software to optimize dispatch with one click calendar actions. Drag and drop appointments for quick and easy modifications. Assign color codes to technicians and location zones for visual grouping. Streamline management of scheduling, dispatch, workforce, optimize field personnel, and more. Furthermore, our job management software works with Google Maps for directions and route optimization.

Customer Management

Our service company software provides CRM tools to give you the ability to track prospects and existing customer information. It provides you with the ability to create multiple contacts, multiple locations, equipment, price levels and more. Additionally, you can quickly and easily search history for each customer to provide increased customer service and satisfaction.

Employee Management

Monitor all of your employees regardless of the role they play in your company. Even if an employee does not have access to the software, you have the ability to assign them as a field resource. We also allow you to track company equipment assigned to employees such as tools, equipment, trucks, PDA’s, etc. Additionally, tracking time is available for up to date payroll information.

Vendor Management

Our solution also allows you to oversee all of your vendors such as subcontractors, consultants, suppliers, and more. A few of the Vendor management features that are included:

• Giving limited access to a subcontractor to update their progress and schedule
• Track labor hours from vendors, view balances, and all vendor transactions.

Quoting | Invoicing | Accounting

Robust accounting tools provide the ability to organize small to medium size businesses. They allow you to:

• Easily create quotes, proposals, work orders, and invoices for your customers.
• Monitor your accounts, transactions, price levels and more.
• Enable an outsourced accountant to oversee your accounting if you prefer.
• Track expenses and cost for job reports

Interface to QuickBooks

We have a tool that will integrate with QuickBooks tool which will update your customers, items, and invoices. You have the option of using our accounting exclusively or sync. The choice is yours.

Customization

We use industry standard terms and forms ready for use as soon as you sign up. Also, we provide you with several customization options. Here are a few examples:

• Customize terms and forms with minimal effort to match your current process.
• Customize layout of each page.
• Create as many custom data fields as needed.

Benefits of Job Management Software

• Maximize profits by organizing and streamlining your field service business.
• Optimize scheduling to maximize employee’s and subcontractor’s time in the field.
• Save time and money by reducing paperwork and errors.
• Never miss a customer payment.
• Improve customer satisfaction and service quailty with faster response times.
• Easy management of employees, customers, vendors, jobs, work orders, estimates, invoices and accounting from one solution.
• Streamlined job tracking whether one or multiple visits are needed to complete the work.

Website Availability

One of the most critical factors when selecting an online solution to help run your business is the reliability and availability of the website. We are breaking industry records for website up-time. Below is the actual up-time percentage of our award winning software for the last three months: