Scheduling, forms and options for service providers

The drag & drop color coded scheduler makes it easy to schedule jobs and make modifications. Job types are color coded for easy reference. You choose the colors in the “Housekeeping” section of the program.

You can schedule appointments at the time of sale or a later date. Access the schedule through the service module of the program or through sales orders. Choose the type of service from the drop down menu and select the desired week from the drop down calendar. Choose the appropriate staff from an unlimited number of service, installation or delivery teams you have created.

The holding bin retains appointment information that is waiting to be scheduled.

Set up basic units of time for each job type in the “Housekeeping” section of the POS program. You can adjust the information depending on individual situations.

Schedule multiple days and job times for larger construction projects. Schedule an unlimited number of appointments for each job or sales order.

Use time notes to override times on the schedule if you prefer to schedule appointments based on a description of time such as morning, afternoon or evening.

The scheduler automatically tracks date changes for all appointments.

View detailed job information by clicking on a job inside the scheduler. Create job notes that print on weekly and daily schedules, and on service call slips.

Print schedules for teams or service personnel and view all crew’s appointments “at a glance.” Specify availability of each service person or installation team.

Select the “Get Directions” button to generate a map to your custromer’s locations instantly. Once directions to the customer’s location are added to a sales order, they are automatically saved in the customer's profile, for future reference on service calls and deliveries.

Generate itineraries, maps, directions, and optimized routes with the optional Microsoft MapPoint^® interface.

Provide your service staff with optimized routes to customer’s locations and print itineraries with directions and maps. The printout contains directions from your store to the first stop, each subsequent stop, and return directions back to your store.

Revolving service providers can schedule your customer's preferred service person, their preferred day of the week, frequency, location, type of service, and time of service. Sales Orders and scheduling is created automatically for an unlimited number of customers at the touch of a button.

When you select the “Revolving Service” button and a specific week, the computer automatically:

• Places all appointments for that week on the schedule
• Creates all necessary sales orders
• Creates all necessary in-field service forms and checklists
• Informs you of any schedule conflicts

Create customer profiles for reference in your store, and printing on service call slips. Staff will always have access to important equipment and service information.

Print customized in-field service call, delivery, and inspection forms, and customized checklists. Print drawing forms with customer information, directions and other important information for each type of service you offer. These include the schedule dates, directions, and requested services.

Print picking tickets for warehouse staff to pull an order, or for service and installation people to use a guide for the merchandise (without prices).

Print delivery slips with the customer’s name, address and phone numbers. Selivery slips include the merchandise to be delivered without prices, directions to the customer’s location, along with delivery date and time. Delivery slips have a line for customer signatures to verify receipt.

Use our POS software and inventory controls to track inventory in your service vehicles. You have the option of accessing the program wirelessly through laptops and vehicle mounted tablet PC’s. Create sales orders, process payments, and print receipts directly from your service vehicles.

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