Customers, Quotes and Job Handling:

 

Collect information for all jobs in one place as well the job and customer details.  All information in available in the office or in the field. 

 

• Auto Data Entry from the original sales source / quote.

• Detailed job information available to the right team members.

• Minimize paperwork through electronic forms and automated processes.

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Job Scheduling and Planning:

 

Our drop and drag scheduling makes the scheduling easy and efficient.  Map based scheduling with capacity and availability management, allows you to maximize your resources.

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• Automatically updates the installers schedules as well as the original source of the business.

• Visualize all your crews from one system and mapping system with color coding for ease of differentiation.

• Allows for the most efficient routing of your team.

• Web-based customer schedule available as an option

• Automated customer notifications.

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Job Management:

 

The system stores all the information about the job in one location so you can easily access everything you need from one screen.

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• Customer Information, Job details, crew / installer information, documents and job notes.

• Electronic documents and picture storage.

• Full Access available in the office or the field.

• Installer / crew capacity, production and profitability full tracked.

• Automated job costing and inventory management

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Complete the Job and Get Paid Fast:

 

You can wrap up a job right from the job site or your truck.  Send final paper work including electronic signature capture from the customer. You can automatically bill from our system or interface into Quickbooks as well as other third party systems.  Therefore you will get paid faster. 

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• Captures the customers signature digitally and automatically attaches it to the proper documentation. 

• Send receipts to the customer.

• Updates your accounts receivables.

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Rest Easy:

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We have you covered as we will reduce your manual processes and save you time and money. 

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