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Base Office Module – Scheduling and History

 

The HVAC and Plumbers Pack Base Office Scheduling Module provides a seamless integration to your QuickBooks, work order and installation scheduling, equipment tracking, PM Agreements along with customer and equipment history. This is also the heart of your service operation. The addition of mobile technology for your field technicians provides a complete and seamless paperless solution for your office. 

As part of the Base Office Module, you also have access to Management Insights Graphs.

Management Insight Graphs

The Management Insights Graphs ( similar to the QuickBooks Insight Graphs) allow you to see graphical snap-shots with drill-down capability for items like:

  • Technician Profitability
  • Call Backs
  • Gross Sales by Sales Rep
  • Unbilled Work Orders
  • Active Agreements
  • Renewals Pending
  • Sales Conversions

Immediate Customer History

You will also have immediate access to all of your customer's prior history, notes, communications, electronic attachments, and preventative maintenance schedules. This is the key to providing quality customer service and eliminating stress in the office.


Streamline Work Flow

Creating a new service or installation job is extremely simple. Just click the New Work Order button to begin. 

Take a minute to watch this video.

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