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Features

• Full Accounting that allows you to service your clients and manage your finances with one system.

• CRM-Customer Relationship Management features including flag your customers, divide your customer list into groups and set date and time ticklers to be reminded of calls and appointments.

• Dispatch Calendar acts as the main form for the service module. Here, by the selection of a few controls on the Calendar Form, you are able to keep track of all your work orders to reschedule or dispatch. Whether you put them On Hold or mark them as Ongoing, you will be able to satisfy customer inquiries easily and quickly.

• Quick and easy Work Order processing. You may schedule employees and vehicles for each Work Order created and the processing features allow you to mark all Work Orders as On Hold, Ongoing, Complete or Invoiced.

• Maintain a list of equipment and items for each client location.
Reference equipment to track where items are, and also to reserve items for any length of time. This can be used to reserve and track rental equipment.

• Save time by creating Work Order TEMPLATES for all your customers, or for individual customers. You can maintain and manage a service and parts list TEMPLATE for each customer.

• Recommendation Tracking- This profit making feature allows you to enter any employee on site recommendations during the Work Order processing. This recommendation appears on a list and can be removed once the recommendation has been dealt with.

• Multiple Billing and Location Addresses and Recurring Work Orders and Invoices. Now each of your contracts, work orders and invoices can have a unique billing and location addresses.

• Service Contract and Work Order TEMPLATES- (The grouping of services and products) You can create as many combinations of products and services as TEMPLATES and they can be inserted into your Service Contracts or Work Orders. So if you have Service Contracts or Work Orders that are virtually the same, this tool is invaluable.

• Service & Installation Contract Tracking allows you to keep track of all the Services and Products in any type of contract (or estimate). You can even pull up a Contract Status Report which will keep you informed of the completion status of all active contracts.

• You can find out the Inventory Management

• Import customer and product lists.

• Network Ready

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