Service Business Software Features

Software Feature List for Scheduling Manager Gemini — service business software

This Feature List shows which features are included with the different versions of our multi-functional employee and job scheduling software.

		Spark	Basic	Small Business	Professional	Enterprise
The max. number of employees you are able to schedule for.		2	5	1-10	Unlimited	Unlimited
Customer/CRM Features
Basic Functions		✔	✔	✔	✔	✔
Power Search		✔	✔	✔	✔	✔
Multiple Locations		✔	✔	✔	✔	✔
Browse Locations		✔	✔	✔	✔	✔
User-Defined Fields		✔	✔	✔	✔	✔
Source Field		✔	✔	✔	✔	✔
Calendars		✔	✔	✔	✔	✔
Easy Access to Other Screens		✔	✔	✔	✔	✔
Mail Merges		✔	✔	✔	✔	✔
Jobs Tab		✔	✔	✔	✔	✔
Jobs At-a-Glance		✔	✔	✔	✔	✔
Time-Stamped Notes		✔	✔	✔	✔	✔
Preferred Employee		✔	✔	✔	✔	✔
Reminders		✔	✔	✔	✔	✔
Message Intake System					✔	✔
Quality Control						✔
Sales Tracking						✔
Customer Filtering Options		✔	✔	✔	✔	✔
Tags Feature		✔	✔	✔	✔	✔
Unlimited Phones and Email Addresses for Customers		✔	✔	✔	✔	✔
Attach Files to Notes		✔	✔	✔	✔	✔
Auto Assign Zones By Zip Codes		✔	✔	✔	✔	✔
Customizable Location User-Defined Fields					✔	✔
Leads Report					✔	✔
Leads Queue						✔
Contract Feature
SQL Database
Employee Information
Basic Functions		✔	✔	✔	✔	✔
Payroll		✔	✔	✔	✔	✔
Employee Pictures		✔	✔	✔	✔	✔
Credentials/Training		✔	✔	✔	✔	✔
Manage Salespeople						✔
Employee Absence Logging						✔
Employee Time-stamped Notes						✔
Team Information
Assemble Teams		✔	✔	✔	✔	✔
Color Code Teams		✔	✔	✔	✔	✔
Team Groupings						✔
Work Codes
Maintain Service Categories		✔	✔	✔	✔	✔
Price Matrix						✔
Color by Work Code					✔	✔
Job Scheduling Software
8 Interactive Scheduling Screens		✔	✔	✔	✔	✔
Job Calendar All Teams		✔	✔	✔	✔	✔
Recurring Scheduling		✔	✔	✔	✔	✔
Job Notes		✔	✔	✔	✔	✔
Job Notes Templates		✔	✔	✔	✔	✔
One-Time Changes		✔	✔	✔	✔	✔
Entire Schedule Changes		✔	✔	✔	✔	✔
Display Options		✔	✔	✔	✔	✔
Job Completions		✔	✔	✔	✔	✔
Bulk Completions		✔	✔	✔	✔	✔
Weekly Dispatch Calendar					✔	✔
Daily Dispatch Calendar		✔				✔
Availability Calendars					✔	✔
Daily Dispatch Calendar Deluxe						✔
Dispatch Board						✔
Employee Scheduling Calendar						✔
Customer Dispatch Calendar						✔
Job Confirmation Calendars						✔
Multi-Team Job Assignments Calendar						✔
SMS Text Messaging					✔	✔
Task Manager						✔
Color by Zone		✔	✔	✔	✔	✔
Job Hours		✔	✔	✔	✔	✔
Job Status Codes					✔	✔
Job Change Prompts						✔
Include Image with Printed Job Ticket					✔	✔
Chemical Tracking
Barcoding Job Assignments Feature
Accounts Receivable
Invoices		✔	✔	✔	✔	✔
Statements		✔	✔	✔	✔	✔
Account History		✔	✔	✔	✔	✔
Combined Invoicing					✔	✔
Combined Invoicing by Frequency					✔	✔
Credit Card Processing						✔
Third Party Billing						✔
Record Sales Tax by Location		✔	✔	✔	✔	✔
Record Prices Inclusive of Tax/GST/VAT		✔	✔	✔	✔	✔
Combination Fixed Charges and Hourly Charges		✔	✔	✔	✔	✔
Advanced Reporting Features						✔
Credits Feature						✔
Split Billing
Payroll
Flexible Payroll Options		✔	✔	✔	✔	✔
Ability To Track 6 Payroll Rates and Hours		✔	✔	✔	✔	✔
QuickBooks Interface
Import/Export Interface		✔	✔	✔	✔	✔
QuickBooks RealTime
Syncing QuickBooks Customer Jobs with Locations
QuickBooks Online Data Sync Utility						✔
Xero
Xero Online Data Sync Utility						✔
Mapping Capabilities
Job Directions		✔	✔	✔	✔	✔
Optimizing Routes
Viewing Jobs on a Map
Suggest a Job Date
Microsoft Outlook Sync
Import Customers		✔	✔	✔	✔	✔
Export Jobs		✔	✔	✔	✔	✔
Estimates
Checklist-Style Estimates/		✔	✔	✔	✔	✔
Invoice-Style Estimates					✔	✔
Email Module
Email Job Reminders		✔		✔	✔	✔
Email Job Tickets		✔		✔	✔	✔
Email Invoices		✔		✔	✔	✔
Caller-ID Feature
Phone Log						✔
Caller ID Pop-ups
Equipment Manager
Record Customer Equipment Information						✔
Equipment Tracking						✔
Equipment Reports						✔
Inventory Manager
Store Item Information and Create Purchase Orders						✔
Manage Manufacturers and Vendors						✔
Import Items from QuickBooks						✔
Multi Company Feature
Multi-User Options
Multiple Users Scheduling Simultaneously
Assign Permissions to Users						✔
Permissions Templates						✔
Interface Options
Infusionsoft Interface

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