Search, Find and access anything you need in portal by any information: name or address, phone, work , parts, content, history, payment, etc.
Making notes for work order, technician, accounts or internal
Assigning work to sales person or to one technician or group of few, contractor or management for review
Estimate from cost to how long job may take, for customer or for proper scheduling
Ability to note any job related to warranty and or its status, type, etc.
Create Accounts/Partners that frequently provide work and note their type, select billing, communication and other preferences
Providing access to those partners accounts to create work orders service requests in your portal
Send and Receive notes and comments with all parties involved in portal or copy send by email as well
All parties can add, Download Upload and manage pictures, Techs and Office Can Edit as well
Scheduling & Dispatch work order from anywhere – providing available days, times, send notifications
Create Technicians/Workers/Contractors, if needed assign territories and zip codes to them. Make notes of their abilities and or limitations
Field Techs / Contractors have their own access and restricted to see or do whatever you like – related to their jobs
Field Techs / Contractors can see their job, locations, before after or part pictures, dates, communicate with office management regarding such job, handle field job, reports, signatures, payments
Field Techs / Contractors/Workers Personnel see and manage pay for work, supply see their payout for such job and or expenses related to supply/parts if any, and or overall week, etc.
Generate estimates and or Invoices, and or convert one to another and or multiple jobs into one invoice of one client or account and automatically or manually send to needed recipient, customer, account/partner and or third party that provided the service request
See and manage paid, unpaid, or prepaid invoices
Providing access to the portal from your web site if needed so private customers can instead of emailing or sending some form – automatically to generate ready service request work order in your portal
Tagging jobs that require manager’s attention or requires parts order or with any kind of tag your business may need
Not only able to charge credit cards but even when servicing same customer or same account customer ability to do reference transaction without asking credit card info again.