| Features |
Pro |
Deluxe |
Premium |
| Multi-company, multi-division capability right out of the box |
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| User logins, menu-level, and critical function password security |
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| Unlimited customer and job site setup, and work orders |
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| Diagrams, images, maps or other documents tied to customer or work order |
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| Repeat service reminder cards / labels / call reports |
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| Automatic job repeat feature for maintenance agreements |
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| Customer reimbursement tracking (for grease or hides) |
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| Complete job history |
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| Automatic city/state and tax rate lookup based on postal code |
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Automatic credit card processing
Requires Merchant Warehouse merchant account for automatic processing; ask for details |
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| Transaction tracking by general ledger revenue categories |
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| Automatic sales tax calculations and reporting |
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| Automatic price change features |
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| Fast payment application with single-click application to multiple invoices |
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| Batch email or printing of Invoices or statements at any time |
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| Optional late charges by percentage or flat rate with minimums |
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| Detailed and summary aging reports |
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| Open orders by date / technician / area |
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| Latest desktop mapping software to optimize service routes |
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| Dispatch assignment and tracking by priority, job status, and date scheduled |
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| Manifest and invoice assignment tracking |
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| Multi-warehouse inventory for numbered and non-numbered inventory |
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| Inventory inquiries: detailed and summary by warehouse |
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| Purchase order tracking (expiration date and value limit) |
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| Disposal reports by source and destination |
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| Load factors and waste calculations |
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| Finished goods and by-products |
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| Bills of lading and common-carrier tracking |
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| Detailed and summary sales and receipts reports |
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| Tie-in to Quickbooks® / PeachTree® |
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| Customer contract pricing |
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| Additional aging reports by salesrep, service area, and corporate consolidations |
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| Invoice, receipts, and adjustment recaps by general ledger categories |
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| Service dispatch and management of workflow |
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| Additional mapping capabilities by latitude and longitude |
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| Expanded inventory features (reports, inquiries, and projections) |
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| Expanded sales reports and salesrep commission tracking |
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| Advanced mapping features with enterprise mapping software |
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| Mapping of sales data by area or salesrep |
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GPS / AVL tie-in for vehicle and service tracking
GPS/AVL hardware not included; additional costs apply. |
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ERIT scanning / tracking with driver audit reporting
…More info
ERIT hardware not included; additional costs apply. |
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| Latest technology feature releases |
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New features coming soon:
- Barcode scanning
- Caller-ID tie-in
- Report writer built-in
- Smartphone Integration
- Mobile Customer App
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