Feature List

Service Business Software Features

Below is the Feature List for the Scheduling Manager Gemini. This Feature List shows which features are included with the different versions of our multi-functional employee and job scheduling software.

  Small BusinessProfessionalEnterprise
The number of employees you are able to schedule for. 1-10Unlimited Unlimited

Customer/CRM Features

Basic Functions/wp-content/uploads/2015/04/play-btn.png
Power Search/wp-content/uploads/2015/04/play-btn.png
Multiple Locations/wp-content/uploads/2015/04/play-btn.png
Browse Locations 
User-Defined Fields 
Source Field 
Calendars 
Easy Access to Other Screens 
Mail Merges 
Jobs Tab 
Jobs At-a-Glance/wp-content/uploads/2015/04/play-btn.png
Time-Stamped Notes/wp-content/uploads/2015/04/play-btn.png
Preferred Employee/wp-content/uploads/2015/04/play-btn.png
Reminders/wp-content/uploads/2015/04/play-btn.png
Message Intake System/wp-content/uploads/2015/04/play-btn.png
Quality Control/wp-content/uploads/2015/04/play-btn.png
Sales Tracking/wp-content/uploads/2015/04/play-btn.png
Customer Filtering Options/wp-content/uploads/2015/04/play-btn.png
Tags Feature/wp-content/uploads/2015/04/play-btn.png
Unlimited Phones and Email Addresses for Customers/wp-content/uploads/2015/04/play-btn.png
Attach Files to Notes/wp-content/uploads/2015/04/play-btn.png
Auto Assign Zones By Zip Codes/wp-content/uploads/2015/04/play-btn.png
Customizable Location User-Defined Fields/wp-content/uploads/2015/04/play-btn.png
Leads Report
Contract Feature/wp-content/uploads/2015/04/play-btn.png
SQL Database

Employee Information

Basic Functions  
Payroll 
Employee Pictures 
Credentials/Training 
Manage Salespeople/wp-content/uploads/2015/04/play-btn.png
Employee Absence Logging/wp-content/uploads/2015/04/play-btn.png

Team Information

Assemble Teams 
Color Code Teams 
Team Groupings/wp-content/uploads/2015/04/play-btn.png

Work Codes

Maintain Service Categories 
Price Matrix
Color by Work Code/wp-content/uploads/2015/04/play-btn.png

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/wp-content/uploads/2015/04/play-btn.png
Daily Dispatch Calendar/wp-content/uploads/2015/04/play-btn.png
Availability Calendars/wp-content/uploads/2015/04/play-btn.png
Daily Dispatch Calendar Deluxe/wp-content/uploads/2015/04/play-btn.png
Dispatch Board/wp-content/uploads/2015/04/play-btn.png
Employee Scheduling Calendar/wp-content/uploads/2015/04/play-btn.png
Customer Dispatch Calendar/wp-content/uploads/2015/04/play-btn.png
SMS Text Messaging/wp-content/uploads/2015/04/play-btn.png
Task Manager/wp-content/uploads/2015/04/play-btn.png
Color by Zone/wp-content/uploads/2015/04/play-btn.png
Job Hours/wp-content/uploads/2015/04/play-btn.png
Job Status Codes/wp-content/uploads/2015/04/play-btn.png
Job Linking/wp-content/uploads/2015/04/play-btn.png
Barcoding Job Assignments Feature/wp-content/uploads/2015/04/play-btn.png

Accounts Receivable

Invoices 
Statements 
Account History 
Combined Invoicing
Combined Invoicing by Frequency/wp-content/uploads/2015/04/play-btn.png
Credit Card Processing/wp-content/uploads/2015/04/play-btn.png
Third Party Billing/wp-content/uploads/2015/04/play-btn.png
Record Sales Tax by Location/wp-content/uploads/2015/04/play-btn.png
Record Prices Inclusive of Tax/GST/VAT/wp-content/uploads/2015/04/play-btn.png
Combination Fixed Charges and Hourly Charges/wp-content/uploads/2015/04/play-btn.png
Advanced Reporting Features/wp-content/uploads/2015/04/play-btn.png
Credits Feature/wp-content/uploads/2015/04/play-btn.png
Split Billing

Payroll

Flexible Payroll Options 
Ability To Track 6 Payroll Rates and Hours 

QuickBooks Interface

Import/Export Interface  
QuickBooks RealTime/wp-content/uploads/2015/04/play-btn.png
Syncing QuickBooks Customer Jobs with Locations
QuickBooks 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/wp-content/uploads/2015/04/play-btn.png
Invoice-Style Estimates

Email Module

Email Job Reminders/wp-content/uploads/2015/04/play-btn.png
Email Job Tickets 
Email Invoices 

Caller-ID Feature

Phone Log/wp-content/uploads/2015/04/play-btn.png
Caller ID Pop-ups

Equipment Manager

Record Customer Equipment Information
Equipment Tracking/wp-content/uploads/2015/04/play-btn.png
Equipment Reports

Inventory Manager

Store Item Information and Create Purchase Orders /wp-content/uploads/2015/04/play-btn.png
Manage Manufacturers and Vendors
Import Items from QuickBooks

Networking Options

Multiple Users Scheduling Simultaneously
Assign Permissions to Users

Interface Options

Infusionsoft Interface

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