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General Features

  • Multiple Company Support
  • Designed for expansion to Franchisee Distribution model
  • Export Functionality
  • Import Functionality
  • Familiar Look and Feel; no training on the general interface required.
  • 2 way integrated SMS functionality
  • Integrated Email.
  • Remote Access
  • Pre-select mandatory fields for all forms

Customers

  • Basic Customer Relations
  • Multiple Site Addresses
  • Profiling of site address including pictures
  • Full control of red listed and black listed customers
  • Use click-through-technology to access work orders, invoices, job cards, quotes and payments from a customer's account

Work Orders

  • Manage multiple Teams with status boards for Work Orders and Job Cards
  • Assign multiple Job Cards to a Customers Work Order.
  • Manage the Invoicing of Work Orders through 4 controls:

    1. Call Out
    2. Labour
    3. Materials
    4. Services

Job Cards

  • Control Teams through Electronic Job Cards.
  • Control Material and Products on every Job Card.
  • Control Additional Services on every Job Card.
  • Save Pictures of every job.
  • SMS Job Cards to employees in the field, and have them SMS you back directly.

Calendar View

  • View the calendar for multiple teams.
  • Drag and Drop functionality.
  • Integrated Work Orders, Quotes and Leads on one calendar.
  • Re-assign job cards by dragging from one team to another

Products and Services

  • Control your quantity of products in multiple Vans.
  • Control your quantity of products in the Product Store Room.
  • Know exactly how much to reorder.
  • Quantify and Control Shrinkage.

Invoicing

  • Integrated invoicing of Work Orders.
  • Cash flow analysis.
  • Email your invoices with automatic PDF creation.

Quotes

  • Generate quote from your customer's account
  • Select expiry dates for quotes
  • Generate work orders from accepted quotes
  • Email your quotes with automatic PDF creation

Accounts Receivable

  • Control of Debtors
  • Track and record customer's payments
  • Email receipt of payment with automatic PDF creation
  • Sort Customer payments by date or by customer's account

Accounts Payable

  • Track and record expense, VAT and supplier payments
  • Sort stock purchase orders by date
  • Email your payments with automatic PDF creation
  • Bank reconciliation report

Detailed Reports

  • Schedule reports
  • Email reports with automatic PDF creation
  • Over 30 reports to choose from
  • Customer Reports
  • Management Reports
  • Product Reports
  • Team Reports
  • Stock Reports

Tasks

  • Track the progress of tasks assigned to employees
  • SMS a task to an employee's mobile phone
  • Send tasks to other Service Master users
  • Review and close completed task
  • Update and amend a task
  • Set Reminders on tasks

Searching, Ordering and Filtering

  • Search for information rapidly and effectively.
  • Every section has built in search functionality; for example, you can find all work orders from a particular customer by typing any part of the customer’s information into the search box for work orders.
  • Order information in ascending or descending order

Communication

  • Full control of user access to the integrated SMS function
  • Bio-directional SMS
  • A complete history of each SMS and email sent
  • Create Custom SMS Templates
  • Read and Delivery receipts for emails sent from Service Master

Integrated Security

  • Full control of what users can and cannot access.
  • Employees need to be granted permissions for specific objects before they will be allowed to amend or view those objects