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| Scheduling Manager Software |
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Software for Service Businesses |
| We have the
finest service business software to help you manage
your service business.
Our software for service businesses
has been developed over a period of 18 years.
Over that time, we have learned from our residential
cleaning clients, and have been able to accommodate
their needs, and at the same time provide more
sophisticated service business software to our
users, enabling them to benefit from the combined
experience that it took to develop the software
to the point it is now at. |
So, when you purchase the Scheduling
Manager, you are joining a community of
thousands of users throughout the world who are
using and benefiting from our state-of-the-art
service business software.
You also benefit from the ongoing
improvements we periodically make to our service
business software, in response to users' suggestions.
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| Often Copied But Never Equaled |
| We developed the first software available for
the Service Business Industry in 1987. This was
a DOS-based product, which had a wide variety of
functions, and became very successful around the
U.S. and the rest of the world. In the mid-90s,
we developed our first Windows-based system, which
we have continued to improve for the past 10 years.
We have been the trend-setters in the service business
software segment. Several of the largest service
business companies in the country use our software
to save them money and give themselves a competitive
advantage. |
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| Ideal Software for Franchises |
| We have supplied software to many franchise owners.
Also, many franchisees of the major service business
franchisors elect to use our software rather than
the software that is supplied by the franchisor.
This is because our software has greater functionality,
is more user-friendly, more flexible and —
most importantly— it belongs to you and not
the franchisor! Once you purchase a licence for
the Scheduling Manager,
it is yours forever, to use to improve the efficiency
of your service business. |
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| Unconditional Money Back Guarantee |
| And you can't lose, with Thoughtful's 30-day money
back guarantee! If you don't like the Scheduling
Manager for Service Businesses for any reason,
return it to us for a no-questions-asked refund. |
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Customer
Information Management |
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| Add/Edit/View/Delete
Customers |
| Maintain all necessary information
for your customers, including key and
alarm, public and private notes, directions,
and more! |
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Search |
| Search your customers with any type
of search criterion. |
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| Multiple
Locations for Customers |
| Maintain multiple work/service locations
for your customers while billing to
one address. |
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| Customizable
Fields |
| Customize your own fields to keep
track of any information you wish. |
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| Track
Marketing Techniques |
| Enter sources for all your customers
and print reports to show which marketing
methods are most profitable. |
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| Calendars |
| Print helpful monthly calendars for
your customers. Customers have the calendar
as a handy reminder of their next scheduled
visit. |
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| Easy
Access |
| Easily access a customer's account
history, schedule of jobs, or easily
add or change a job. |
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| Mail
Merges |
| Create professional letters and mailings
to all your customers (or a selected
group) with the click of the mouse. |
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| Power
Search |
| The Power Search feature is an advanced
search tool that allows you to locate
customers quickly and efficiently using
a variety of different search criteria. |
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| Jobs
At-A-Glance |
| Quickly see upcoming jobs for customers,
all from the Customer Information Screen. |
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| Estimates |
| A fully customizable estimating feature
allows you to create your own parameters
to generate estimates for your customers. |
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| Time-Stamped
Notes |
| The time-stamped notes allow you to
store notes that are dated and where
the author of the note is attached automatically. |
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Employee
Information Management |
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| Add/Edit/View/Delete
Employees |
| Maintain detailed information for
each employee. |
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| Maintain
Payroll Information |
| Flexible payroll options mean that
no matter how you pay your employees,
Scheduling Manager
will handle it. |
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| Employee
Pictures |
| Keep employee pictures on file for
security and for use by office staff. |
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| Credentials/Training |
| Maintain information regarding credentials
and skills of each employee, tracking
date when certifications/skill was achieved,
and renewal date, etc. |
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Team
Information |
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| Assemble
Teams |
| Group employees together to make scheduling
easier if you have groups that work
together regularly. Our service management
software allows you to schedule by team
(or truck or route) or by individual
employee/technician. |
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| Color
Code Teams |
| Color coding teams makes for easier
identification on the scheduling screen. |
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Work
Codes |
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| Work
Codes |
| Create your own work codes to track
service charges and to provide instructions
for employees. This also allows you
to track sales by type of service, etc. |
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| Price
Matrix |
| Create your own work codes to track
service charges and to provide instructions
for employees. This also allows you
to track sales by type of service, etc. |
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Job
Scheduling |
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| 6
Different Scheduling Screens |
| 6 different scheduling screens to
choose from in our service industry
software means you can view jobs any
way you like. View scheduled jobs for
one week for one team, or for all employees,
or view all scheduled jobs for the month
on one screen. You can pick almost any
view imaginable -- for example, view
all jobs for one client for one month.
You name it, we have the view for you!
With 18 years experience in the field,
we've figured out how to offer options
that will suit just about anyone. And
of we don;t have the option you want,
tell us, and we'll probably add it in
for you! |
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| Monthly
Job Calendar |
| The Monthly Job Calendar is a flexible
new calendar that provides more options
than ever before. Fully customizable
with the number of weeks to show at
one time and you can also choose to
display one or all teams. |
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| Weekly
Dispatch Calendar |
| The new Weekly Dispatch Calendar has
some exciting new features like drag-and-drop
capability to make moving jobs a breeze.
Also fully customizable, you can choose
what information you wish to display
on your jobs. |
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| Availability
Calendar |
| The new Availability Calendar allows
you to specify availability for each
employee. This is very useful especially
if you have many part-time employees
as this feature helps you keep track
of who's available on which days and
at what times. You can also specify
who will be working holidays. |
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| Recurring
Scheduling |
| Create any schedule with over 30 different
frequencies to choose from. Enter Work
Order information once only, and then
let Scheduling
Manager enter the future jobs
for you. |
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| Enter
Job Notes for Employees |
| Enter special instructions or notes
in Job Notes to print out on Job Tickets/Work
Orders. |
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| One-Time
Changes |
| If an employee is sick or a customer
cancels a job it's easy to make a one
time change to a job. |
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| Changes
to Entire Schedules |
| If you need to increase the charge
on a job, or make the job length longer
it's easy to make a change to an entire
schedule of jobs. This change will then
flow through to all future jobs. |
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| Display
Options |
| Choose from a variety of display options
on your scheduling screens. For example,
show last name for each client, or show
just their account ID, or show the street
where they live. Anything you can think
of! |
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| Job
Completions |
| Completing jobs is an easy process.
It updates employees' payroll information
and updates customers' account information
and automatically creates invoices.
Any payment received from customer is
also recorded. |
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| Complete
Multiple Jobs |
| Easily complete multiple
jobs at once! Many of our users like
this option, which saves them a lot
of time. Simply mark all jobs to be
completed with "default" information,
click a button and you;re done! Then
you can complete the individual jobs
where changes were made to the original
service order individually. |
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Accounts
Receivable |
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| Invoices |
| Invoices are automatically
created for you, or create invoices
manually. |
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| Statements |
| For customers who have
many jobs, print statements as often
as you like to give a summary of all
charges/credits to their account. |
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| Account
History and Customer Balance |
| Customer Balance is available
right on their information. Their account
history is also easily accessible. |
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| Credit
Card Processing |
| The credit card processing
feature saves many of our users hours
each day as it allows you to process
hundreds of charges in a matter of minutes. |
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Payroll |
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| Payroll
Reporting |
| Several payroll reports
are provided for you to view your employees'
payroll data. |
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| Email |
| New Email features in
Scheduling Manager
enable you to email Job Reminders and
invoices to customers, and also to email
job tickets/work orders to employees. |
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Networkable |
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| Networkable |
| Scheduling
Manager can be set up as a network
version so more than one person can
access it at the same time. You will
be able to issue passwords and logins
to users. Allow several people at the
office to access your service management
software simultaneously. |
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| QuickBooks
RealTime |
| The QuickBooks RealTime
feature means you can have a live link
with QuickBooks
so that any customers or invoices created
in Scheduling Manager
are automatically added into QuickBooks.
Any customers added to QuickBooks
are also automatically added into Scheduling
Manager. |
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Scheduling
Manager Web |
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| Same
Great Features |
| Scheduling
Manager Web has the same fantastic
features as our outstanding stand-alone
service industry software plus more!
Access your data from anywhere in the
world! |
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| Customers
View Schedules Online |
| With the Web Version
you can set up usernames and passwords
for your customers to log in to view
their own schedules, account activity
etc. |
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| Customers
View Invoices Online |
| Customers log in to your
Customer Center and can view their latest
invoices and account balance. |
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| Create
your own Online Customer Center |
| Create your own fully
customizable Customer Center to post
"Tips of the Day" or trivia
questions or whatever you wish! |
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| Employees
View Schedules Online |
| Similar to your customers,
you can set up usernames and passwords
for employees to log in to get their
schedule information. |
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| Supervisors
Send in Job Completion Info |
| Supervisors have the
ability to log in and submit job completion
information. |
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Scheduling
Manager for Service Businesses Interfaces
with: |
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| Quickbooks |
| No need to get rid of
your favorite accounting software or
abandon all your established procedures,
they can work together. Share customers,
invoices and payroll data. |
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| Microsoft
MapPoint |
| This powerful interface
lets you get directions and map routes
to save on travel time. |
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| Mapquest |
| Click a convenient button
and Mapquest supplies you with the directions
to the work site. |
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| Yahoo
Maps |
| Click a convenient button
and Yahoo Maps supplies you with the
directions to the work site. |
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| Google
Maps |
| Click a convenient button
and Google Maps supplies you with the
directions to the work site. |
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| Job
Estimator |
| Manages all your estimating
and bidding needs. |
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| Contact
Manager |
| Keep your prospective
clients in a separate database so you
can do more effective marketing such
as direct mailing |
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| Distribution
Manager |
| For large wholesale/distribution
businesses this is a perfect combination. |
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| Microsoft
Outlook |
| Import data from Microsoft
Outlook. E-mail any report using Outlook
or Outlook Express. |
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| Microsoft
Access |
| Import data from Microsoft
Access |
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| Microsoft
Word |
| Easily create mailmerge
letters using Microsoft Word |
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| Mobile
Devices |
| Exchange data with various
mobile devices |
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| Various
Competitors' Programs |
| We will import your data
from any competitor's program hen you
upgrade to the Scheduling
Manager from Thoughtful
Systems. |
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| Various
Timekeeping and Payroll Systems |
| Exchange data with your
chosen timekeeping and/or payroll system,
such as ADP, Paychex, Ceridian, etc.
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