Jobs
Create unlimited Job types with unlimited steps for completion.
  • Define Jobs the way you do business;
  • Add unlimited steps to the Job;
  • Add unlimited attachments (documents);
  • Print work orders;
  • Invoice and track payments;
  • Color Code Jobs;
  • Drag tasks directly onto scheduling screens.
  • Map Job Locations
  • Automatically create customer from job;
  • Automatically updates QuickBooks
Scheduling
Click one button to auto schedule all unscheduled tasks/jobs and automatically match locations, qualifications, and availability. Then drag and drop to manage your resources. Create recurring schedules for as many people, to as many days of the week, week of the month (or any other period) for as long as you need. 
Key features include:
  • One Button Auto Scheduling;
  • Click one button to route daily schedules with driving directions and maps.
  • Create recurring schedules;
  • Schedule only those resources that are qualified and available;
  • Schedule all or only selected tasks;
  • Schedule crews, individuals, machinery, departments... you decide;
  • Drag and drop schedules;
  • Drag to adjust time spans;
  • Cut, Copy and Paste schedules;
  • Type schedules directly into calendars;
  • Turn typed in schedules into jobs/tasks;
  • Color Code schedules;
  • Insert special icons into schedules;
Customers
Maintain customer information.
Key features include:
  • Track Job History;
  • Track Payment History;
  • Auto QuickBooks import/export.
Accounting
Maintain all your cost information including account balances. Easily generate invoices.
  • Invoice for jobs at the click of a button;
  • Hours spent on jobs;
  • Track payments;
  • Auto QuickBooks import/export.
Setup and Security
Setup and configure the system based on the way you do business, all data values are editable. Manage user accounts and restrict access to any part of the program you deem necessary.
Key features include:
  • Create Job types based on your naming convention;
  • Create Skill types based on your naming conventions;
  • Create Holiday schedules based on your company preferences;
  • Create a locations for service areas or storage areas;
  • Create individual user accounts;
  • Create individual security options;
  • Import/Export Data;
  • Connect to multiple databases;
  • Easily upgrades to SQL SERVER 2000 and up.

 

 
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