Customer relationship management databases are an extremely important part of running a business. They help keep track of your contacts, your leads, your customers, your former customers, and any and all other types of clients and potential clients that may contact your business.

CRM is a crucial part of any business, and most people use some form of CRM in their field service business. Whether it’s in an expensive database or written by hand, you likely have some type of CRM system or CRM software.

Imagine if you could replace it with something better

Imagine you can replace it with a system that was not only for customer relationship management, but also directly plugged into scheduling, dispatching, invoicing, and more. A program with numerous features that make CRM easier, such as:

As someone that runs a field service company, managing your open jobs can be a tremendous hassle. It’s not just scheduling, dispatching, or managing employees and projects. It’s a combination of all of these issues that makes job management such a time consuming task – one fraught with problems and errors.

With job management is a breeze. This software manages everything from customers to schedules to employees and invoicing, making it easy to ensure that all of the jobs are completed on time and that the customer is satisfied with the work.

• Features of the Job Management System

This type of field service job management software is capable of handling all types of processes that are valuable to running your business. These include:

• Organize and search by open jobs and work orders.
• Manage the list of technicians available to handle any job.
• Flag unassigned work orders and color code jobs.
• Create complex jobs or projects with multiple phases.
• Build a list of confirmation calls connected to customers and jobs.
• Manage jobs through an easy to use job console.
• Schedule emergency jobs with ease or create an unscheduled jobs queue.
• Edit or remove jobs as needed.
• Plan for capacity estimates and issues.
• View employee availability and account for unavailable employees.
• Automatically create invoices, route sheets, multiple visit projects and more.

These are only a small sample of the number of features available in the job management software – all combined with other features like CRM and payment processing that ensure that you’re able to manage your entire business all with this simple and easy online service.

• The Step By Step Job Scheduling Wizard

Making the process even easier is the job wizard. This wizard helps you quickly enter all of the relevant information, plugging in numbers where needed and making sure that everything is entered accurately. The Wizard makes the job management system so easy, saving you countless hours and all the mistakes that can come with manually entering information.

When it comes to your invoicing and accounting, mistakes can be costly and time consuming. Yet it’s common to find that you have hundreds of pages of messy, excess paperwork or an invoicing system that is difficult to use and incompatible with your other service management tools.

That’s why we’ve included in our management software an invoicing and accounting program designed to make your life easier, reducing mistakes and requiring significantly less time.

• Access all key info in a single screen

Slim your interface to what you want to see and crush employee learning curves. Personalize who can see what with role-based security privileges.

• Powerful search & filters

Shrink your data mountain to a molehill with our wide-ranging search criteria and filters designed for service and support. And you can save favorite searches for quick recall.

• Notify your Customers Instantly

You can easily configure all your support contact details in the support system. When your customer contacts you for support requirement, our system will automatically send her an email or SMS notification with support ticket number and support team member details.

• Review Detailed Reports

CRM offers graphical representation of support requests, ticket status and employee wise support workload. You also get reports for your contracts with primary filters like type of contract, start and end dates, services rendered, contract status, etc.

• Support against Contract

Your support requirements are mapped effectively with all types of contracts and special engagement terms. You can manage multiple contracts for a single client and get quick support request reminders based on contract start, expiry and renewal dates. You can set up standard contract template from back end as well using our support system.