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Web Order Taker
Our Web Order Taker provides secure access for your trusted salespeople to all customer information both at service location and customer level. With all the features of sales and dispatch in one station, your team will be able to edit, add notes and work orders, and send customer emails, whether in the office or on the road.
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 ]
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Pricing
Web Order Taker pricing is $54.95 per station, plus a one-time setup fee.
For more information or to sign up, call our sales team at 1-888-33-CLEAR (1-888-332-5327). We'll help you match our software and services to your company's needs.