Features
- Quick Customer Access
- Multiple Customer screens can be opened with an easy to use search feature that includes Company Name, Customer Name, Phone Number, Email, Customer number
Customer History - Each customer's history is stored and conveniently displayed on the customers main screen for ease of look up. This historical recount is complete and permanently stored with each customer for quick reference.
Call Log - The Call Log offers as much detail as possible, keeping you up to speed on prior contacts with any customer. Each contact is time stamped with the date, time and person who spoke with the customer.
Invoicing - We have the industry's largest variety of business forms and marketing pieces in stock. Invoice options include: bar code for speedy and accurate scanning, service history, scheduled services, user defined call aheads and notes to the technician, up to 3 services on one invoice, customized with your logo and your service upsell message.
Routing - Through integrated use of our scheduler, our Mapping Assistant and our Mobile Assistant technology, you can significantly reduce fuel costs, increase productivity, and reduce both field and office labor costs, thereby making your company a more effective work team.
Scheduling - Our new scheduling tools allow you to set appointment times and dates and allow you to manage your appointments. You can use the scheduler to find the best fit by viewing dates, times and distance of other scheduled services to set an appointment for a customer.
Marketing - No other software offers more marketing options than the Service Assistant. We offer many proven, easy to use, fully integrated marketing campaigns to help you achieve your marketing goals. These include but are not limited to: Marketing list creation, E-mail marketing capatility, Multiple invoice upsells, sales inserts with pricing, statement upsells, cancel & reject campaigns, referral letters, and many more.
Technical Support - With the complexitites of any software program, our product would not be complete without service after the sale. We pride ourselves on having one of the largest training and support staffs in the industry. We provide on-site training, toll-free support line, on-line support and update downloads and much more.
Reports - Service Assistant offers the most robust reporting line-up in the service industry. Each report has a unique criteria set that may include such items as customer status, service technician, route code, custom date ranges and many others. This flexibility allows you to drill down to the numbers you want to see in running a successful business. Service Assistant reporting also can be saved as report favorites to simplify the process, or exported into outside applications such as MS Word, Excel or the Mapping Assistant.
Mapping - The Mapping Assistant is an interactive routing & scheduling program that is integrated throughout the Service Assistant. This add on program will provide you with the most efficient routes to save you both time and money. Specifics include: printable maps, driving directions, exclusive smart map technology, user defined routes and territories, utilizes USPS carrier route data, and more