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Introduction ix
Schedule a one-time service call or an annual service call for a jobsite for some time in the
future.
Use the “Quick Text” feature to quickly enter “canned” text into the Symptom, Diagnosis and
Repair fields on the Service Call form.
Sales Leads / Sales Quoting
Create and process sales leads for existing and prospective customers.
Generate unlimited number of sales quotes for any Sales Lead (can be used for “Good,
Better, Best”.
Create and save sales quote “templates”, which allow you to quickly generate standard sales
quotes and avoid reentering commonly-used parts and services.
Create actual proposals for your customers using the fully integrated proposal generator.
Use the selected sales quotes to generate installations/job costs.
Enter the selected sales quote data for basic installations and/or add-on components, such
as humidifiers and electronic thermostats.
Print a sales worksheet, which is a list of all sales quote information.
Use the “base quote calculator” to perform “What if?” calculations on sales quotes by having
the system automatically calculate your gross profit by using one of three variables: gross
profit percentage, gross profit dollars, or total base quote.
Installation scheduling and costing
Track a job from sales lead through installation to completion.
Create installation calls and/or service calls for installations. Track travel time and time on
the job for each mechanic/technician.
Locate major equipment installed by your company by serial number, model number,
equipment notes, or manufacturer name.
Use the installation scheduler to view a mechanic’s workload for any upcoming day, to
determine the current location of dispatched employees, to pre-assign installation calls to
mechanics, or to determine if any calls are already scheduled for a given time or to a given
mechanic.
Generate detailed job costs, which are created either manually or automatically by the
system when you create an installation from a sales lead/sales quote. Even create and save
job cost “templates”, which allow you to quickly generate job costs and avoid reentering
commonly-used parts and services.
Print an installation “pick list” of all parts, supplies, equipment, rough goods, etc.
Enter job cost data for basic installations and/or add-on components, such as humidifiers
and electronic thermostats.
Use the “base quote calculator” to perform “What if?” calculations on job costs by having the
system automatically calculate your gross profit by using one of three variables: gross profit
percentage, gross profit dollars, or total base quote.
Use the “field text” feature to quickly enter “canned” text into the Daily Goal, Work Done, and
Job Status fields on the Installation Call form.
Print a work order for your installation mechanics.
Designate multiple zones for each jobsite and log the pieces of equipment installed by your
company and others in each zone.
Keep track of filter requirements at each jobsite.
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