Managing your Business

• Manage your entire business from Estimate to Work Order to Invoice to Payment and all steps in between to streamline your operations and maximize profits and productivity.

Estimates

• Track open Estimates to determine where to spend your efforts and maximize sales. Review lost Estimate details to determine the reason and avoid similar lost business in the future.

• Onsite Estimates

  Create Estimates while onsite with your prospects using any laptop or PDA connected to the Internet.

Work Orders

• Easily create and update Work Orders including scheduling changes, Job details, Expenses, Multiple Appointments, Notes, Attachments and more. Management and scheduling of Employees and Subcontractors made easy with our software.

• Work Order Automated Email

  When creating a Work Order you have the option to automatically email the Work Order to your Customer and your Employee or Subcontractor. You also have the option to send a text alert to your Employee or Subcontractor.

• Multiple / Recurring Appointments

  Schedule Multiple or Recurring Appointments for big Jobs and track individual appointment expenses to track up to date Labor Hours and Costs.

• Mapping

  Easily view and print driving directions to Customers Locations. We are integrated with Google Maps. No additional mapping software is needed to purchase and integrate.

Customer Management

• Manage data including all communications, notes, service history, contacts, locations, and equipment. Access the data anytime, anywhere, from any computer connected to the Internet.

• Customizable Views

  Customize which data fields display, the order they display, and group them together with borders. Create a custom page for each "Customer Type". For example, select different data fields for Commercial and Residential Customers. This new feature along with the recently added Custom Data Fields gives you complete customization.

• Portal Access

  Give your Clients online access to Job Requests, view Open Jobs, History, and more. You control the level of access and greatly improve your Customers service experience.

• Account Manager

  Assign an "Account Manager" to each Customer. The Customer List and Job List may be sorted by Account Manager.

• Service History

  View history of all activity associated for each Client, Contact, Location, Jobs, Onsite Equipment, etc...

• Multiple Contacts and Locations

  Easily manage multiple locations and contacts which may have different requirements. Create a Parent / Subsidiary relationship to easily manage service request for large businesses. Easily search your entire Client list by Name, Address, or Contact.

• Equipment

  Track make, model, and serial number along with full service history and warranty information for any pieces of equipment for your Client. Attach Equipment details and history to the Job and Work Order.

• Billing / Invoicing

  Track real time labor hours and expenses, outstanding invoices and payments.

• Export to QuickBooks, Outlook, and others

  Easily export your data for use with QuickBooks, Outlook, and many other software applications with standard file formats. Management of your field service is made easy and flexible.

Scheduling Optimization

• Scheduling made easy with Drag and Drop field service appointments, multiple Calendar view options, and Scheduling Wizard. Schedule by viewing the availability of an individual Field Resource or by an available date on the Calendar. Management and Scheduling of field service resources made easy with our software.

• Calendar Views

  Easily view schedules for individuals, Crews, or the entire Company by Day, 5 Day Week, 7 Day Week, and Month. With the click of a button print a Day or Week Schedule Summary.

• Color Coded Calendar

  Assign unique colors to Employees, Vendors, Location Zones, and Job Status for quick and easy visual scheduling optimization.

• Recurring Jobs

  Schedule and modify Daily, Weekly, Monthly or Yearly recurring appointments easily.

• Crew Management

  In the Scheduling tab left side menus "Crew Management" options have been added. Click "New Crew" and add Field Resources as "Crew Members" then save. The Crew will be available in the Field Resource drop down when scheduling a new Job. If a Crew is assigned to a Job Appointment, the appointment will be displayed on each Crew Member's schedule.

• Text Alerts

  Send a Text Alert to the mobile phone or PDA of the assigned Employee or Subcontractor for a new or updated Work Order.

Mobile Access

• Real time access for Employees and Subcontractors to back office and customer data from any computer that is connected to the internet even wirelessly. Instantly update information while in the office, field or home, including labor hours and expenses.

• iPhone Compatible

  Access your Bella account on your iPhone with full functionality.

• Mobile Phone / PDA Access

  An award winning new mobile browser called "Skyfire" will give you full access to Bella on your mobile phone or PDA. It is FREE and very easy to download from Skyfire.com. After installed on your mobile device, you have the option to use your current mobile browser or Skyfire. Use Skyfire to access Bella.

Customization

• Customizable Terms

  Customize terms to match your current business eliminating the need to change the way you do business. Or, utilize our industry standard process and terms ready for use. Management and Scheduling of field resources for your Customers made easy with our software.

• Custom Views

  Customize which data fields display, the order they display, and group them together with borders. Create a custom page for each "Customer Type". For example, select different data fields for Commercial and Residential Customers. This new feature along with the recently added Custom Data Fields gives you complete customization.

• Customizable Data Fields

  Create custom data fields for the Customer and Job page. Go to the Admin tab. Click the left side menu "Custom Fields". Click the "Add New" button. Select either Customer or Job from the drop down. This determines which page to place the data field. Enter the order to display the data field. The Customer and/or Job page will now display the custom fields to enter data.

• Custom Forms

  Customize Estimate, Work Order, and Invoice PDF Forms with your company logo, terms and conditions, defined inputs, and much more. Create the forms to meet your needs.

• ID's

  Flexibility for the Customer, Location, and Equipment ID's to include numbers, characters, and symbols. For example, the Customer ID may be 100A-#25 or the Job ID may be 342#-AB

• Time Zones

  Your company Time Zone can be set in the Company profile. Each User has the option to select their specific zone in their profile. This feature would be used for Companies with multiple locations or Employees located in different zones.

File Attachments

• Attach any type of file to a Customer, Work Orders, Employee or Vendor. For example, attach an image, contract, warranty, etc... Simply click "Add Note and/or Attachment" to enter a Note and upload one or more attachments.

Accounting

• Accounting features to help you manage your business. Easily create Invoices to bill your Customers upon completion or partial completion of Jobs for immediate payment. Bella has the capability to easily track open, outstanding, and paid invoices. Never miss a payment again!

• Job Profit

  Service, Inventory Parts, and Non-inventory Parts have a "Cost" field. Update costs as needed and instantly see the Job Profit! Profit is automatically calculated and displayed in the Items section of the Job page.

• Item List

  Items include Service, Inventory Parts, Non-inventory Parts, Other Charges, Discounts, and Sales Tax. The Item List is managed under the Accounting or Admin tab. Items are used to create an Estimate, Work Order, or Invoices.

• Chart of Accounts

  Create your Chart of Accounts to manage your business. You have the ability to assign each Item to an account to better track your your Income and Expenses. Use Bella's Accounting features or export transactions to QuickBooks or other accounting software if you prefer.

• Price Levels

  Assign a Price Level to a Customer and only the selected Items will display when creating an Estimate, Work Order, or Invoice for that Customer. Also, if you have created a Customer Portal for that Customer and gave them access to your Items List, only the selected Items for that Customer will be displayed.

• QuickBooks Integration

  QuickBooks is compatible with Bella Solutions. Export your Invoices to a file format compatible for use with QuickBooks and other accounting software. This allows you to create and track an Invoice with QuickBooks or another application if you prefer.

Vendors and Subcontractors

• Manage Vendors, subcontractors, consultants, and more to maximize profits. Create and manage new Vendors as your business grows. Management and scheduling of Subcontractors made easy with our software.

Employee Management

• Tracking Employee Tools, Computers, etc...

  Track Equipment that has been assigned to a Company Employee and when it was returned including serial number, model numbers, and more.

• To do’s

  Easily assign To do’s for a User that can be associated to a Client, Job, or in general for your business. A priority for the To do can be set at low, medium, or high for quicker responses.

• Personal Dashboard

  The "My Home" page is unique to each User and only displays their assigned Jobs and To do's. The home page is designed to help each User manage their schedule. Management and Scheduling of field resources for your Clients made easy with our software.

Security of Information

• Be assured your data is secure using the latest in firewall and intrusion detection technologies. Your data is continually backed up in case of any situation that may arise in which you need to have it restored.

• User Roles

  Assign User Roles to give you complete control over what each employee and partner, such as call centers, accountants, or contractors, have rights and permissions to view and access.

• Standard User Access Enhancement

  New Access option: Show "Price/Rate", "Price Level", "Amount", and "Item Cost" columns in Job Item List. This option controls the ability for a Standard Users to see these columns in the Job Items List on the Job page. New Access option: Allow ability to edit Job Items. This option controls the Standard User's ability to edit Job Items on the Job page.