Administration
Installation Details - Including fields defined by you e.g. name, location, phone, mobile, route, area, sales rep, contacts, system type, digi, etc.
Comprehensive Contracts - Unlimited number of maintenance, monitoring & rental contacts can be set up with various scheduled site visits, billing cycles & payee accounts.
Invoicing For Non Recurring Billing - Bill for initial installation charges & any other work not covered under maintenance or warranty.
Notes - Multiple notepads with automatic reminders that pop up on the screen as required.
Service Call Logging - Track all service call from initiation to final completion & billing.
Full Service History - Including start times, travel times, tasks done, personnel on-site, expenses, parts replaced, for chargeable, non-chargeable or under warranty customers.
Document Scanning - You can scan & retrieve service dockets, letters, purchase orders, signed delivery notes, etc.
Direct Debit Facility - Helps to simplify client payments & speeds up your cashflow. Enables you to offer better terms to your clients in order to help you increase your sales and profitability.
Maximise Chargeable Work - Dramatically speeds up administrative tasks & allows you to concentrate on profitable chargeable work.
Link Any File To Relevant Clients - Ability to link specifications, pictures, drawings, any type of documents or files to a client’s account.
ABM Integration - ASM integration with Advanced Business Manager eliminates the need for double entry for any carried out work. It enables instant access to each client’s financial history with your company. |
