HVAC Scheduling Software Base Module
- 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) allows 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
View 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 Process
Creating new service or installation jobs are very simple. Take a minute to watch this video.
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