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Customer
Information Management |
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| Manage all information regarding
your customers including: |
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Contact information. |
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Multiple work locations
for customers. |
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Directions and map information. |
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Account transactions and the customer's
balance is readily available on the
Customer Information screen. |
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Schedule pop-up alarms and reminders
to call customers to follow-up with
them. |
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Create mail merge letters for bulk
mailings to customers. |
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| Scheduling Manager
is the preferred software of service
business owners. |
| The multitude of features available
in the Scheduling
Manager make it the most powerful
and vital tool of any successful service
business. |
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Job
Scheduling |
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| Create schedules to automatically
add jobs to the calendar for you
with a variety of different frequency
options including weekly, bi-weekly,
monthly, annually, and more! |
| Change individual jobs, or make
changes to entire schedules. |
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Employee
Information Management |
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| Manage all information regarding
your employees including: |
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Contact information. |
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Payroll data including
hourly rates, overtime rates,
commission rates or fixed-pay
rates. |
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Mapping
Capabilities |
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| Scheduling
Manager interfaces with
popular mapping packages such
as: |
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Microsoft MapPoint |
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MapQuest |
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Google Maps |
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Yahoo Maps |
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| This interface allows you to: |
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Print directions to a client's
location. |
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Print an entire route for a
day. |
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Optimize a route to minimize
driving distance. |
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Suggest a day and time for a
job based upon location. |
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Team
Information Management |
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| Group your employees together
into teams to make your
scheduling tasks easier.
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Accounting |
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| In the Scheduling
Manager invoices
are created automatically
as jobs are completed (closed
out). |
| This means that your billing
is finished in just a matter
of seconds, regardles of
whether you have 20 jobs
a week or 2,000! |
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| Print individual invoices for
customers, or statements for an
entire month to show all activity
on a customer's account. |
| Customer balance and transaction
history is readily available on
the Customer Information screen. |
| Process credit cards directly
from the software. Even if you
have 500 credit card charges a
week, you can process them all
in a matter of minutes. |
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Service
Categories/Work Codes |
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| Use Scheduling
Manager to track
and manage the different
types of work you provide.
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| Obtain reports to show
which services are more
profitable than others. |
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QuickBooks
Interface |
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| With the Scheduling
Manager we offer
you either an import/export
interface with QuickBooks,
or a RealTime interface. |
| With the RealTime QuickBooks
interface, customers or
transactions created in
Scheduling
Manager are automatically
updated in QuickBooks,
and vice versa. |
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Payroll |
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| Scheduling
Manager makes managing
your payroll a breeze. |
| Payroll information is
automatically recorded when
you complete jobs, so all
you need to do at the end
of your pay period is run
your payroll report. |
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| Scheduling
Manager handles hourly
pay, pay-per-job and commission
pay. |
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Estimates |
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| Create estimates for customers. |
| Establish your own parameters
for various charges for
services as either per unit/sq
feet charges, or as percentage
charges. |
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Inventory
Manager |
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| Track items in stock. |
| Create purchase orders
and add items to invoices
in Scheduling
Manager. |
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