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Screenshots
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Schedule Board (Day View)
Manage your daily schedule
Schedule Board (Week View)
Manage your weekly schedule
Customer Search Screen
Search engine for customers in your database
Customer Snapshot Screen
Contains history of all activities for each customer
Service Call Screen
Used to take a new Service Call
Labor Rate
Setup different rates for Labor for different types of jobs or customers
Work Order Screen
Manage your Work Orders
Work Order Items
Manage the Labor & Material for a Work Order
Work Order Cost
Analyze cost vs. sales associated with a Work Order
Service Agreement
Setup Service Agreements for your customers
Service Agreement Details
Set the terms of a Service Agreement
Service Agreement Summary
Detailed Profit & Lost summary
Customer Equipment Screen
Record information about a Customer's Equipment
Equipment Details
Record Customer Equipment details
Equipment Sub-Items
Record Sub-Items for Equipment (similar to custom fields)
Employee User Groups
Manage security setting for your company in groups
Employee Security Settings
Manage and set security levels for a specific Employee
PO Quote (RFQ) Pricing
Record pricing received from vendors
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