Customer Records Management
- Add, Delete, Change and Show all categories.
- Customer
- Service Site
- Customer Notes
- Site Notes
- Equipment
- Standing orders
- Work orders
- Service stops
- Line charges
- Invoices
- Payments
- Invoices and Proposals
- Create proposals
- Create and Pay invoices
- Dispatch Boards both view and edit (Grid and calendar mode)
- F2 Unit availability (coming soon)
- F3 Standing orders
- F4 work order
- F5 Service Stops
Flexible Access
- Access the station using any web browser
- Available in both English and Spanish
- Selection of display themes with a variety of styles
- Adjustable column widths
- Column chooser so you can add or remove columns displayed
View Dispatch Boards
- Recurring appointments (standing orders)
- Work orders
- Fixed service routes including real time web service updates
Search Sites and Customers
- Google-like search boxes that searches all displayed fields
- Search by invoice, work order and unit serial number
- Search and view customer and site information, including
- Address, phone, email
- Google map of location
- Billing notes, invoice note and site comments
- Customer code, account type and status
- Search by individual column
- Begins
- Contains
- Doesn’t contain
- Equals
- Doesn’t Equal
View and Manage Site and Customer Data
- Add a new customer or service location
- Access site and customer notes
- Add a new site to a new or existing customer
- View site information
- Location with map and directions
- Financial information
- Search/view/print/email invoices
- Search/view/print/sign/email work orders
- Search/view assigned service routes and units
- Search/view/add/email site and customer notes
- Edit Site Master
- Add and manage a proposal invoice which includes:
- Add and edit line items
- Generate a proposal invoice
Plus
- Fully customizable grids
- Column grouping
- Settings preserved between viewing devices
Free Demo
You can try out our Web Order Taker with a free online demo.
[ Login=demoord Password=demo@999 ]