Field Service Software Features
We provide an easy to use web based serivce software designed to help you manage your Field Service Business more efficiently. We manage the hardware and software for you which creates time to focus on directing your business and increasing sales and profits.
Simply login to our web based solution and easily manage your Customers, Jobs, Employees, Vendors, and Equipment. Streamline your organization and receive payment quickly for service performed.
Managing the Sales Process
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Management of your entire business process from initial Job Estimate to Invoicing to payment and all steps in between to streamline your service business and maximize profits and productivity.
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Managing Estimates
Track open Job Estimates which allows you to quickly see where to spend your efforts to maximize sales. View lost Job Estimate details to determine the reason and avoid similar lost business in the future.
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Onsite Estimates
Create Job Estimate for service while onsite with your Customer using our wireless enable technology.
Managing Your Customers
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Create and manage Customer data including all communications, notes, Service History, Contacts, Locations, and Equipment. Access back office data anytime, anywhere, from any computer connected to the Internet.
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Service History
View history of all activity associated for each Customer, Contact, Location, Jobs, Onsite Equipment, etc...
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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 busiesses. Easily search your entire Customer list by Name, Address, or Contact.
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Customer Activity
View all won or lost Estimates, open Service Jobs with details of up-to-date labor hours, expenses, materials, closed and paid Service Jobs, etc...
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Billing / Invoice History
View details of up to date Service Costs and Expenses, open or overdue Invoices, and payments.
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Export to QuickBooks, Outlook, and others
Easily export your data for use with QuickBooks, Outlook, and many other software applications with standard file formats. Mamagement of your field service is made easy and flexible.
Scheduling Optimization
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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 rescources for your Customer made easy with our service software.
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Calendar Views
Easily view Schedules for individual Field Resources, Groups, 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. Management and Scheduling of field service rescources for your Customer made easy with our service software.
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Recurring Appointments
Schedule and modify Daily, Weekly, Monthly or Yearly Appointments easily.
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Text Message Alerts
Send a Text Message Alert to the mobile phone or PDA of the assigned Field Resource for a new or updated Work Order Appointment.
Managing Work Orders
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Easily create and update Jobs including Scheduling changes, Work Order details, up to date Job Costs, Multiple Appointments, Recurring Appointments, Job Notes, and more. Management and Scheduling of field service rescources for your Customer made easy with our service software.
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Multiple / Recurring Appointments
Schedule Multiple or Recurring Appointments for big Jobs and track individual Appointment Costs to track up to date Labor Hours and Costs.
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Mapping
Easily view and print driving directions to Customer Locations. We are integrated with Google Maps. No additional mapping software is needed to purchase and integrate.
Onsite Equipment Tracking
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Track make, model, and serial number along with full service history and warranty information for any pieces of equipment for your Customer. Attach Equipment details and history to the Job and Work Order.
Accounting
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Bella has 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!
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Item List
Manage Items which include Labor, Materials, Expenses, Taxes, and Discounts. From this list create Job Estimates, Work Orders, and Invoices.
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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.
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QuickBooks Integration
QuickBooks is capatible 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.
Managing Vendors and Subcontractors
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Manage a Vendor list for subcontractors, consultants, and more to maximize profits. Create and manage new Vendors as your business grows. Management and Scheduling of field service rescources for your Customer made easy with our service software.
Employee Management
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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.
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To do’s
Easily assign To do’s for a User that can be associated to a Customer, Job, or in general for your business. A priority for the To do can be set at low, medium, or high for quicker responses.
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Personal Dashboard
The "My Home" page is unique to each User and only diplays their assigned Jobs and To do's. The home page is designed to help each User manage their schedule. Management and Scheduling of field service rescources for your Customer made easy with our service software.
Customization
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Customize data flow and 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 service rescources for your Customer made easy with our service software.
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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.
Security of Information
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Be assured your data is secure using the latest in firewall and intrusion detection technologies. Your data is continually backed up by Bella in case of any situation that may arise in which you need to have it restored.
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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.