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General Features
- Stand-Alone & Network Versions
- Integrated Modules Update All Related Records
- Live Updates via the Internet
- Multiple Database Tracking
- Advanced Search Functionality
- Easy Navigation for Both Mouse & Keyboard
- Time-Saving Shortcuts Help to Minimize Errors
- Module-Level Trackable Security
User-Level Print Preference Memory
- Application Lock Capability
- Unlimited Notes & Comments Fields
Direct Screen Printing
- Integrated Desktop Management
- Calendar with Appointment & Task Scheduling
- Search-Capable Contacts & Parts Rolodexes with Detail & List Views, and Data Copy
- Calculator & Email Interface
- Fully-Integrated Reports Throughout All Modules
- Preview and Print Reports & Report Packets
- Choose from Many Specially Designed Forms or Customize Your Own
- Help Features at All Levels
- No Record Limits
Reports and Forms
- Fully-Integrated Reports
- Full-Color and Print Friendly Forms
- Use Your Own Company Logo
- Customize or Design Your Own Invoices
and Service & Install Tickets
Active Customer Benefits
- FREE Technical Support for 12 Months
- FREE Product Upgrades for 12 Months
- Support Agreements w/FREE Updates
- Special Pricing for Active Customers
Customer Modules
- Inactivate & Reactivate Customers
- Detailed Site & Billing Information
- Contracts Module includes Recurring Billing
- Periodic Maintenance for Recurring Services
- Create Invoices & Orders from Customers
- Email Statements and Past Due Notices
- Message Center Automates Call Backs, Periodic
Maintenance Notifications, and Other Tasks
- Complete Order & Invoice Histories
- Copy Customers to Contacts Rolodex
- Copy Site Information to Billing Tab
- Define Credit Limits & Rates
- Billing Summary Includes Full Account Aging
- User-Defined or System Customer Numbers
- Use Default or Customer-Specific Information
- Detailed Customer Equipment & Trunk Lists
- Track Multiple System Information
- Fully-Customizable Field Labels
- Enter Driving Directions and Site Notes
- General, Sales and Subcontractor Notes
Service Call and Install Order Modules
- Open & Closed Orders
- Services Requested & Performed
- Use Autotext Entries for Common Services
- Technician Labor Scheduling and Tracking with Dispatch Control Utility
Assign Multiple Technician to Orders
- Use Customer Rates or Override with Technician
- Rates on an Order-Specific Basis
- Billing Summary Includes Full Account Aging
- COD Customer Flags & Controls
- Purchase Order Requirement Flags & Controls
- Use Default System-Generated Order Numbers
or Define Your Own On-The-Fly
- Automate Notifications with the Call Back Feature
- Email Capability for All Orders
- Integrated Materials Orders
- Automatically Updates
Your Inventory
- Enter New Materials On-the-Fly
- Assign Custom Service Codes
- Quick Close Feature
- Customer & Account Summaries
- Complete Service History
- View, Edit & Print Equipment, Materials and Trunk Lists
- View Customer's System Information
- Order-Specific Contact Information
- Access, Edit & Print Customer Record Notes
- Complete Vehicle and Fleet Tracking
- Vehicle Fuel Receipt, Maintenance Schedule
and History Tracking
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Inventory Modules
- Comprehensive Inventory Management
- Multiple Warehouse Location Capability
- Track Distributor Information and Vendors
- Track Products Sold
- Returned & Repair Materials Tracking
- Track Purchase Order & Shipping Information
- Received PO Items Automatically Update Inventory
- Order Date Tracking
- Cost & Selling Price Tracking
- Price Variation by Part Number
- Available & Reserved Items Summary
- Minimum Level & Reorder Settings
- Copy Items to Parts Rolodex
- Bar Code Scanning and Product Labeling
Utilities Modules
- Generate Reports for All Modules
- Perform Global Updates for Customer Rates, Charges, and Other Items
- Generate Recurring Billing Invoices
Account Aging, Invoice & Payment Maintenance
- Outside Accounting Software Links for Quickbooks
- Data Import and Export Capabilities
- Customize Customer Module Field Labels
- Customize or Design Your Own Forms
- Use Labor Utilization to View Details of Labor Performed on Individual Dates and Orders
- Perform Contract Expiration Searches for Renewal Marketing
Receivables Modules
- Comprehensive Invoicing Tracking
- Open & Closed Invoices
- Order-Based and Independent Invoice Creation
- Full Use of Order-Based Billing Elements (Services, Labor, Materials, etc.) for Independent Invoices
- Use Default System-Generated Invoice Numbers or Define Your Own On-The-Fly
- Use Autotext Entries for Common Services
- Email Capability for Invoices
- Recurring Billing & Batch Invoicing Capabilities
- Statements & Past Due Notices
- Complete Payment, Deposit & Credit Tracking
- Distribute Payments Among Multiple Invoices
- Automate Notifications with the Call Back Feature
- Use Customer Rates or Override with Technician Rates on an Order-Specific Basis
- Billing Summary Includes Full Account Aging
- Track Special Billing Information
- Purchase Order Requirement Flags & Controls
- COD Tracking & Shipping Specifications
- Add Inventory On-the-Fly
- Complete Invoice & Order Histories
- Perform Cost Analysis
- View, Edit & Print Equipment, Materials and Trunk Lists
- Enter, Edit and Print Invoice-Specific Notes
- Access, Edit & Print Customer Record Notes
Sales Prospecting Module
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Track Sales Leads & Move to Active Customer
- Track Your Direct Marketing
- Equipment Proposal Tracking
- Selling Prices, Close Dates & Ratings
- Define and View Next Activity Date
Defaults Modules
- Customize Defaults for Your Company
- Set Independent Defaults for Each Database
- Define Database Reindexing Preferences
- Fiscal Year Preferences and Operations
- Define Default Template for New Customers
- Default & User-Level Software Performance Preferences
- Define Defaults for Message Center Notifications
- Default/User-Level Print Preferences for Each Form
- Manage User Names and Passwords
Manage Read & Write Accesses for Each Module on an Individual-User Basis
- Define Default Template for New Users
- Limited User Access to Update Individual Profiles
- Manage Technician Rates & Information, Sales Force Data, System Types & Codes, Warehouse Locations, and Customer Rates & Charges
- Customize Order, Invoice, RMA & PO Numbers
- Customize System, Service Code, Warehouse and Billing Terms Lists
- Manage Autotext Entries for Common Services
- Define Bar Code Scanning Preferences
- Define Invoice & Form Comments
- Add Your Company's Logo to Forms
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