Scheduling Manager

Offers various calendar views (daily, weekly, monthly, etc.) to visualize schedules and manage appointments effectively.

Simplifies scheduling and rescheduling by allowing users to drag and drop jobs on the calendar.

Enables setting up recurring jobs (weekly, bi-weekly, monthly, annually, or custom intervals) with automated reminders.

Allows grouping employees into teams for easier scheduling and task assignment, with options for daily or job-specific team changes and grouping teams into larger categories (e.g., by location or service type).

Provides tools to plan efficient routes for technicians, minimizing travel time and fuel costs.

Offers suggestions for optimal scheduling based on job locations to reduce travel and improve efficiency.

Stores detailed customer information, including contact details, addresses, and other relevant data.

Tracks all customer transactions, including payments, invoices, and outstanding balances.

Allows storing and managing multiple addresses or work locations for each customer.

Provides integrated mapping features for directions to customer locations.

Enables sending bulk emails to customers and prospects for marketing purposes.

Sets reminders for sales calls and follow-ups to ensure timely communication.

Displays customer information when they call, allowing for personalized service.

Offers extensive customization with user-defined fields to track any specific information relevant to your business.

Automatically generates invoices once a job is marked as complete.

Sends invoices to customers via email with a direct link for online payment.

Provides easy access to customer balances and transaction history.

Allows printing individual invoices or generating statements for monthly account summaries.

Enables processing credit card payments directly within the software.

Supports splitting invoices between multiple payers.

Automates invoice transfers to responsible agencies.

Allows field employees to view their assigned jobs and schedules on their mobile devices.

Provides integrated maps and directions to job sites.

Enables employees to clock in and out using their mobile devices for accurate timekeeping.

Allows field employees to create and send invoices and estimates on-site.

Enables adding inventory items directly to invoices from the mobile app.

Sends invoices and estimates to clients directly from the field.

Allows employees to take and upload photos of job sites for documentation.

Enables detailed note-taking on jobs and customer interactions.

Captures customer signatures electronically on mobile devices.

Facilitates payment collection from customers in the field.

Allows employees to fill out and submit PDF forms electronically.

Creates and manages waivers, capturing customer signatures digitally.

Ensures seamless data exchange between Scheduling Manager and QuickBooks, eliminating double entry.

Supports localized versions of QuickBooks for different countries.

Offers integration with other popular accounting software.

Creates professional and accurate job estimates and bids.

Allows customizing pricing based on various parameters like units, area, and markup percentages or fixed amounts.

Offers different estimate formats (quick estimates or detailed invoice-style estimates).

Tracks the status of estimates (open, accepted, rejected, etc.).

Simplifies converting accepted estimates into scheduled jobs.

Tracks and manages inventory levels and stock.

Sets automatic reordering thresholds for inventory items.

Allows setting different price levels for inventory items.

Creates purchase orders for restocking inventory.

Adds inventory items directly to invoices.

Categorizes and tracks different types of services offered.

Generates reports to analyze the profitability of different services.

Generates payroll reports based on timekeeping data.

Provides free, unlimited support during the initial implementation phase.

Offers ongoing customer support and assistance.