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| Customer Filtering Options |
| We have some exciting new filtering options available
in the Gemini version. With these new options
you can do much more than simply searching for a
"Last Name", or "Phone Number",
now you can build your own queries and look for
customers with Zip Code "11215" AND who
have a "Residential" tag. These will
give you more flexibility with sorting and searching
for customers, and will enable you to do more targeted
marketing. |
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| Tags on Customer Information Screen |
| Our new Tags feature enables you to define and
apply an unlimited number of "Tags" for
your customers. The Tags feature enables you to
sort and group your customers, and to create targeted
marketing pieces based on these Tags. |
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| Unlimited Phones and Email Addresses
for Customers |
| Our new phones feature enables you to store an
unlimited number of phone numbers, contact names
and email addresses for customers. For each email
address you can also specify whether it is to be
included in bulk emailings. |
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| Attach Files to Time-Stamped
Notes |
| You are now able to attach files, such as images
or documents, to Time-Stamped Note records for customers.
This makes it easy to track documents, and to locate
them at a later date. |
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| Auto Assign Zones By Zip Codes |
| This new feature enables you to define which zip codes belong to each of your zones. When adding a new customer, it will assign the zone for you automatically based on the zip code entered for the customer. |
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| Customizable Location User-Defined Fields |
| In our new, Gemini version, of the software, you can now define up to 100 fields yourself and customize the names of the fields, and the type (such as date, currency, checkboxes, drop-down menus, etc). In addition to this you also have 10 memo fields that you can customize for storing unlimited notes. |
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| Contract Feature |
| The Gemini version incorporates
a new Contract feature. You can utilize the contract
feature to associate jobs and schedules with a particular
contract. The contract includes such information
as the duration of the contract, the charge associated
with the contract and the payment schedule for the
contract. |
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| SQL Database Support |
| The Gemini version supports the use of a
SQL database, which enables better error handling,
and a new packaged way of transmitting data, which
helps to ensure your data integrity. An additional advantage to using the SQL database is that data can be accessed via an internet connection (e.g. "cloud-based"). This is ideal if you have different users in different locations that need to access the data. |
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| Color by Work Code |
| In the Gemini version in addition
to being able to color code by team, you are now
also able to color code by Work Code. This means
that when viewing the calendar is easy to identify
your different jobs. |
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| Color by Zone |
| The Gemini version enables you to define your own Zones, as well as corresponding colors for each zone. You then have the option to select for jobs on the calendars to display using the Zone colors. |
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| Job Status Codes |
| In the Gemini version you now have the ability to define your own "Job Status" codes. This is a versatile new feature that you can use to define your own stages of a job to track. You can also optionally choose to color-code the jobs on your calendars by color, and select your own colors for each Job Status code. |
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| Job Linking |
| This new Job Linking feature enables you to link
2 or more jobs together. All linked jobs will then
be billed and invoiced together. |
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| Job Change Prompts |
| This new feature prompts you to record a reason if you cancel a job, change an employee, or if you make a change for a customer for whom you have a key on file. These prompts ensure you collect as much data as possible about cancellations and employee changes and also to reduce the number of "close-outs" that result from employees not having correct keys. |
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| Combined Invoicing by Frequency |
| With this new feature you can create Combined Invoices for customers with different billing frequencies if, for example, you have some customers that you bill on a monthly basis, or others twice a month, or weekly, etc. |
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| Sales Tax Defined by Location |
| With the Gemini version you are
now able to track Sales Tax by Location. This means
that if you have a customer with different locations
across states, or across different counties with
different Tax Codes, you can store the different
tax rates for the customer. The tax will then be
calculated at the correct rate, depending on the
customer's location. |
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| Record Prices Inclusive of
Tax/GST/VAT |
| The Gemini version supports the
ability to enter pricing information for customers
including the Tax or VAT. |
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| Combination Fixed Charges and
Hourly Charges |
| The new Gemini version supports
the ability to have a combination of fixed-price
items, and hourly-priced items on the same job and
invoice. |
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| Advanced Reporting Features |
| The Gemini version includes several
new advanced analysis reports, such as the "Jobs
and Accounting Analysis" report. These reports
provide you with more sophisticated ways to analyze
your data. |
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| Split Billing |
| Our new Split Billing feature enables you to "split
up" a customer's invoice, so that part of the
invoice can be invoiced to one party, and the remainder
to another. |
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| Up to 6 Hourly Pay Fields |
| The Gemini version now supports
the ability to store and track up to 6 different
hourly rates for employees. You are also able to
relabel these fields whatever you wish. |
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| Location/Customer Job Synchronization
with QuickBooks |
| Our QuickBooks RealTime Module now includes the
ability to synch information between Locations for
a customer in the Scheduling
Manager, with Customer Job records in QuickBooks. |
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| Equipment Tracking |
| It is now possible to assign specific pieces of
equipment to jobs. |
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| Equipment Reports |
| There are several new Equipment Reports available
to show you the history of a piece of equipment. |
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| Workload Balance Screen and "Waiting List" Jobs |
| The new Gemini version of Scheduling Manager includes a new Workload Balance Screen, which enables you to drag-and-drop jobs throughout the week to balance the hours of work requested with the employees available to work. This new calendar screen also includes the ability to have "Waiting List" jobs that appear in a special queue. |
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| Daily Dispatch Calendar ERP Version: "Unassigned Jobs" and Staffing
Assistant Features |
| The Daily Dispatch Calendar ERP Version has some exciting new features in the Gemini version of Scheduling Manager. Jobs can now be classified as "Unassigned" and display in a special queue on the Daily Dispatch Calendar so that they can be dragged-and-dropped onto a route for the day. The Staffing Assistant feature displays a list of all your employees
and indicates how many hours they have booked so
far for the week, and clearly indicates which employees
are approaching their full hours. This assists you
with avoiding overtime, while ensuring that employees
meet a minimum number of hours for the pay period. |
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| Redesigned 'Add Job' Screen |
| The new, redesigned Add Job Screen displays more
information, yet is still easy-to-read and to use. |
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| Track "Unfinished"
or "Uncompleted" Jobs |
| The new Job Linking feature also enables you to
track which jobs have not yet been fully completed. |
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| Redesigned Customer Information
Screen |
| With the new, redesigned Customer Information
Screen, more information is now accessible at your
fingertips. Information such as Locations and Equipment
items are now visible from tabs on the customer's
record. |
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| Travel Times |
| Travel times (both rush-hour and non-rush-hour)
can be stored for customers. The travel time is
then automatically added on to jobs. |
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| New Email Module Features |
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| Ability to Mark Locations as Active/Inactive |
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| New CSV Import File Options |
| The CVS import utility in the Gemini version of Scheduling Manager now enables you to select the Source for the imported contacts, and also to apply a selection of Tags to be applied to the imported contacts. |
