Schedule Board (Day View)

Manage your daily schedule

Schedule Board (Week View)

Manage your weekly schedule

Customer Search Screen

Search engine for customers in your database

Customer Snapshot Screen

Contains history of all activities for each customer

Service Call Screen

Used to take a new Service Call

Labor Rate

Setup different rates for Labor for different types of jobs or customers

Work Order Screen

Manage your Work Orders

Work Order Items

Manage the Labor & Material for a Work Order

Work Order Cost

Analyze cost vs. sales associated with a Work Order

Service Agreement

Setup Service Agreements for your customers

Service Agreement Details

Set the terms of a Service Agreement

Service Agreement Summary

Detailed Profit & Lost summary 

Customer Equipment Screen

Record information about a Customer’s Equipment

Equipment Details

Record Customer Equipment details

Equipment Sub-Items

Record Sub-Items for Equipment (similar to custom fields)

Employee User Groups

Manage security setting for your company in groups

Employee Security Settings

Manage and set security levels for a specific Employee

PO Quote (RFQ) Pricing

Record pricing received from vendors