Features
Streamline & Organize the Work Order Management Process.
CRM
Scheduling Jobs and Tasks
Work Order Flow
Invoice with QB Sync
CRM System
Keep track of leads and customers with a user-friendly CRM feature. Store relevant and important contact information for every prospect in a simple layout. Associate customers with work orders, and contact them directly through the software. Bill customers easily online.
Scheduling Jobs and Tasks
Use an intuitive and easy tool for scheduling jobs and contractors. See hours accrued, location and more insightful data on each employee all in one place. Know where each tech is at any given time, and know when they are running late or taking longer than usual to complete a job.
Work Order Flow
Track work orders from start to finish on one page. See each stage of all current work orders and allocated resources with our unique color-coded process flow. Work orders can be automatically placed or manually entered, and changed on the go by in-field or in-office employees. Measure cost, time on job, events and other details of each work order in a streamlined process.
Invoice with QB Sync
Wrap up work orders by online invoicing with QuickBook Online Sync. No need to keep piles of paper and mail to get paid; send invoices and payment reminders to clients with a click of a button. Keep track of who has not paid, and send reminders to them.