Features |
Lite Editions |
Service
Reminders |
Service Maintenance
Agreements
Coming Soon! |
Service
Dispatch |
Service Appointments
Coming Soon! |
Unlimited customers, job sites, and work orders |
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Speedy customer and job search by multiple methods |
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System types and detailed location / size data |
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Detailed work history with comments, descriptions |
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Marketing / mailing labels by customer and job site |
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Customer suspense monitoring |
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Schedule date, planned next service date |
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Adjustable service frequency (days, weeks, months) |
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Reminder cards, labels, call reports by task type |
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Thank You cards and marketing coupons |
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Maintenance service contract tracking |
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Service schedules for maintenance plans |
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Technician assignment and sales activities tracking |
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Contract reminder cards, labels, call reports |
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Schedule technicians, trucks, and specialized equipment |
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Track assignment of up to three technicians per job |
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Priority-based workflow management by technician or truck |
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Job status tracking from proposal to completion |
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Link directly from dispatching to work order details |
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Task skills and equipment requirements |
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Assign technicians and equipment according to tasks |
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Schedule according to task duration, travel time, and planned arrival |
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Assign up to three technicians per job |
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View appointments by technician and equipment |
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Link directly from appointment schedule to work orders |
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Quickly identify conflicts and adjust schedules as needed due to work delays |
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Additional Features in Plus Editions |
Plus Editions |
(Any two Lite Editions combined into
a single integrated Plus Edition -- with added features) |
Work order printing: individual or batch |
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Open order reporting by date, technician, and area |
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Auto-repeat of contractual work |
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Contract due to expire reminder cards, labels, call reports |
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Attach diagrams, photos, maps to work orders |
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Route optimization on street level maps
O=Optional
-Requires subscription to online mapping |
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Mobile routing and mapping: Optimize service routes on street level maps anywhere in the world:
- Worldwide mapping
- Instant route optimization
- Truck capacities, hours available
- Arrival times considered
- Mobile route management
- Voice navigation
- Emergency dispatch
- Signal successful completion
- Tracking current truck locations
- Historical route review
O=Optional
-Requires subscription to online mapping and mobile route management app (est. $15 per month, per truck). |
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Direct and batch emailing |
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Multi-user options and network capabilities |
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User logins with critical feature and menu security controls |
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