CRM

ANDROID BASED APPLICATION

For technicians on the road

Work order

  • Confirm receipt of work orders
  • Start/stop timers
  • Pictures – they get tagged to the work order
  • Search/Filter list of work orders
  • Write messages to other people in the company or general messages regarding the particular work order
  • Mark the work order “hot” ( needs attention )
GPS update status
Geocoding on each activity

  • Start/stop time
  • Signature
  • Picture

Time sheets

  • Record non-billable and lunch time
  • Record hours spent on work orders
    time types: travel, work, equipment, materials
crm 2 CRM   crm 1 CRM

 MODULES

Work orders

  • Map of current work orders
  • Tech grid
  • Work order completion grid
  • Work order list

Finance

  • Tariff/pricing structure
  • Payment automation
  • Invoices
  • Bills
  • Payments

Call

  • Call history can be taken directly from the phone system
  • Calls can be assigned to Work Orders or Customers automatically by phone number

Inventory

  • Multi location
  • Transfer – from location to location

Letter templates

  • Letter templates for customers

Calendar/Tasks

  • Task system with calendars

History
When a change occurs –change gets recorded

  • IP address
  • Date/time
  • User who performed the task
  • Old field value
  • New field value
  • Field name
  • Changes made from the android app or the browser get recorded.

 

 

 

 

 

 

 

 

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QUICKBOOKS INTEGRATION

Transfer to Quickbooks

  • Invoices
  • Bills
  • Payments
  • Customers

Transfer from Quickbooks

  • Payments
  • Invoice status

 

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