Scheduling Manager - Service Business Management Software

A Complete Management Tool For Your Service Business...

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.

Customer Information Management

Manage all information regarding your customers including:

•	Contact information.
•	Multiple work locations for customers.
•	Directions and map information.
•	Create mail merge letters for bulk mailings to customers.
•	Schedule pop-up alarms and reminders to call customers to follow-up with them.
•	Account transactions and the customer's balance is readily available on the Customer Information screen.

Employee Information Management

Manage all information regarding your employees including:

•	Contact information.
•	Payroll data including hourly rates, overtime rates, commission rates or fixed-pay rates.

Job Scheduling

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.

Team Information Management

Group your employees together into teams to make your scheduling tasks easier. Teams can be changed on a daily basis, or for individual jobs.

Mapping Capabilities

Scheduling Manager interfaces with popular mapping packages such as:

•	Microsoft MapPoint
•	MapQuest
•	Google Maps
•	Yahoo Maps

This interface allows you to:

•	Print directions to a client's location.
•	Print an entire route for a day.
•	Optimize a route to minimize driving distance.
•	Suggest a day and time for a job based upon location.

Service Categories/Work Codes

Use Scheduling Manager to track and manage the different types of work you provide.

Obtain reports to show which services are more profitable than others.

Accounting

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!

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.

Payroll

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.

Scheduling Manager handles hourly pay, pay-per-job and commission pay.

QuickBooks

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.

Estimates

Create estimates for customers.

Establish your own parameters for various charges for services as either per unit/sq feet charges, or as percentage charges.

Inventory Manager

Track items in stock.

Create purchase orders and add items to invoices in Scheduling Manager.

Excellent Customer Support Services

Our excellent customer support services mean that friendly, personal assistance is only a phone call away!