Customer Main Screen.
- View All customer information on one screen, service call
history, equipment information including warranties, credit status, service
and preventive maintenance plans, quotes/jobs, special rates, Billing
- Decrease time on the phone, take more calls. Quickly add
new customers. Even multiple service locations can be added under one bill
to location. OnePlus Service allows you to design default data
- Maintain complete customer history
Sales and Marketing
- Track sales and marketing prospects efficiently. Generate
reports showing marketing source, contract sales, sales per employee, sales
by zip code and equipment sales
- Market Service Agreements with renewal reports and
- Identify sales opportunities with warranty expiration and
equipment aging reports.
- Easy generation of quotes on standard quote sheet or
- Choose from one of many service dispatch boards with
end-user defined drop down lists for quick service call entry.
- Time stamping and status change from dispatch board for
accurate time reports.
- Generate Purchase orders on the fly. Link PO to Service
Call to Job.
- Dispatchers can page and or email service calls directly
to field personnel.
- Print individual work orders and work schedules.
- Integration with Microsoft MapPoint to plot service calls