Servicedart is built around the way your company does business.
Below is a few features that can be incorporated in your
version of Servicedart.
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| Field Service
Management |
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Service Request Management
Easily track and manage all Service Requests |
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Service Request Overview
Easily view key Service Request information |
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Detailed Service Request
Information
Record all time, materials & expenses for each Service Request |
| |
Complete Location and
Work Information
Print detailed instructions and maps for each Service Request |
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Job Location Work History
Detailed log shows all previous activities for Job Location |
| |
Easily Capture Billable
Time
1 step task completion and time entry directly from the home screen |
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Management Reports
Reports that help in managing your business |
| Scheduling,
Alerts, and Reminders |
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Full Control of Service
Scheduling
Easily view employee availability and instantly drill down into individual
calendars |
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Potential Work
Tag specific details of jobs that will alert of potential future work. |
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Personalized Home Page
Employees can quickly see today and tomorrow’s activities along with
important alerts and reminders |
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Calendar and Event
Alerts
Alert employees of important tasks and calendar changes with e-mail or
text-messaging |
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Reminders
Set reminders for both personal and business events and to-dos |
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Full Calendar View
Daily, weekly, and monthly calendar views for all users |
| Customer
Web Access |
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Customers Can Request
Service Online
Simple web-interface where your customers can submit requests for service |
| |
Automatic Customer
Record Creation
Reduce data entry - customer records automatically created from web service
requests |
| |
Notification of Web
Service Requests
Get alerted by e-mail or text message when a customer web request is submitted |
| |
Integration with your
Company Website
Link to your Customer Web Request page from your company website |
| Customer
and Contact Management |
| |
Quick Customer and
Work Order entry
Quickly add customer information, work order, planned maintenance, and
customer equipment all from the same screen. |
| |
Import customer information
from Outlook or QuickBooks
Quickly enter your customers and contacts with our easy to use import tool |
| |
Easy Customer and Contact
management
Easily create and manage customer records with support for multiple contacts
and locations |
| |
Multiple Customer Locations
Easily manage multi-location customers with detailed information for each
location |
| |
Customer Service History
Instantly view all service work for a customer |
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Customer Notes History
Easily view history of notes for each customer |
| Billing/Accounting |
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Flat Rate Billing
Easily administer your flat rate billing codes. |
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Export to QuickBooks
for Billing
Export billable Service Requests to QuickBooks for invoicing |
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Billing Details
Print detailed 'Billing Summaries' for attaching to your accounting system
invoice |
| Inventory
Management |
| |
Complete Item Library
Create and maintain a master list of Materials, Labor Rates, and Expense
items |
| |
Labor Rate Information
Use defined labor rates when entering time entries and assign a default
labor rate for each user |
| |
Import Item List
Import items from Excel spreadsheets, text files or your QuickBooks Item
List |
| Security
and Customization |
| |
User Roles
Assign users to roles to give you complete control over each employee’s
rights and permissions |
| |
User Groups
User groups help you manage large user lists across geography, skill sets,
or job functions |
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Customization of Servicedart
Customize Servicedart to fit your business |
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