The Base Office Scheduling provides a seamless integration to your QuickBooks including all of these service features:
- Creating service and installation work orders for scheduling on the calendar
- Complete calendar scheduling and dispatching via text or email
- Google Mapping of your daily calendar work orders
- Service location work order history and equipment history tracking
- Service agreement and preventative maintenance scheduling and billing
- As part of Base Office Scheduling 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 immediate information to your customers and reducing stress in the office.
Streamlined Daily Work Flow
Creating a new service or installation job is extremely simple. Take a minute to watch this video.
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