Customers
You can use these to organize customers
Tags
Gives you the ability to present multiple options to a customer
Variant Proposal
These templates can be used to keep your employees on task before, during, and after jobs by allowing them to fill out short answers to specific questions.
What is Custom Forms
The view you would use to see who is available for a job
Dispatch View
Premium Support
What is $795/year
*Dedicated Customer Success Manager - Phone Support
*Help Implement System - Roll Out Red Carpet
*Train all of their Staff
*Positions us as partner in the relationship - Quarterly Business Reviews
*Priority Support
*Custom Reporting (Check CS)
This function allows customers to book jobs from your own website
*100 Bonus points for naming the 3 options a customer can choose*
Booking Portal
1. contact us
2. Timeslot scheduling
3. Book a service
Ability to add line items but hide them from the customer
Insert Grouping
Gives you the ability to digitize any paper form
What is PDF Form Filler
How would you see your employee's last known location?
Map view and hit blue square that has the silhouette of people in it
Engage
$40/ month for 5 lines. $5 any additional lines
2 way texting and phone calls
You would use this to manage your own personal sales funnel
Pipeline Status
Beneficial to companies that work in multiple counties with different Tax Rates
Automatic Tax Rate Plug in
Gives businesses a way of keeping recurring money coming
What is Maintenance Agreements
The way to quickly view unassigned/Unscheduled jobs
Schedule tab and hit hour glass
Fleet Tracking
$30 a month per truck no contract no equipment fees
A customer that has multiple locations could be set up in the system as this
Parent-Child relationship
A full-blown multi-page estimate for a customer
Dynamic Proposal
This method of communication used to alert team members of new jobs, subtasks or comments is only available on the app.
What is a push notification
Can you put a subtask on the calendar? (T/F)
False
PDF Form Filler
$40 a month
The 5 statuses of a customer
Leads, opportunities, Current customer, lost, other
The tab that shows whether or not you made a profit
Cost Basis
Gives businesses a way of reordering materials/inventory
What is Purchase orders
Can you put non-billable events on the schedule? I.E PTO, Internal meetings, Admin time, etc
Through Task categories?
Pricebook
$40/per month $15 any additional users
*Build quotes in a matter of seconds
*Guaranteed Mark Up, Guaranteed margin
*Price Integrity when selling in the field
*Great for new people
*Description