Orders, Invoices, Documents/Photos, Notes, Pricing, Change History, Recurring Services and more all in one page of your application in the most user-friendly interface on the market.
Basic customer demographics with special pricing per service
Your customer order history with options for each service
Photos and documents are attached to the specific service.
Estimate jobs from your office or your couch.
View, print or email with one click
Every action that's performed on the customer account is logged to let you know what's going on.
Audit log showing every change made to the customer account and who changed it.
Add special alerts to customer accounts letting all your employees know something about this customer. Whenever the account is touched, an alert note will let your employees know what the deal is.
All the fields needed for the customer including multiple email address and cell phone fields plus separate billing information and notes field. Plus an included option to check if an email address is still valid (working inbox). Saved pricing is great when you need to send out postcards or email blasts with customer special pricing.
Each order contains funtionality to send manual confirmations or reminders, add payments, print or email invoices and view detailed audit information directly from order listing.
Save any kind of document or photo to the customer service. Any estimate attachments uploaded to the service are also saved to the service for anyone in the company to see.
A custom area tool is provided to easily do estimates from your desktop. Get the square footage of a roof, yard, or driveway without driving to each property.
Invoices can be customized by fields and format and may be viewed, printed or emailed directly from the customer interface.
Every action from emailed invoices to confirmations, customer texts, driver communication and reminders are logged to the customer account and can be filtered by the service date.
Every change to the customer account and service is logged. If you ever wonder who changed that customer phone number or email, you'll know who changed it and when.