Features
Bella Solutions provide an easy to use online software designed to help you manage your Field Service Business more efficiently. Bella manages the hardware and software for you creating more time to focus on directing your business and increasing sales and profits.
Simply login to Bella Solutions web based solution and easily manage your Customers, Jobs, Field Resources, Equipment, Company Employees, and more. Streamline your process and receive Customer payment quickly for services performed.
Customer Job Estimates and Sales Management
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From Customer Estimate to Customer Payment
Manage your entire business process from Customer Job Estimate to Customer Payment and all steps in between to streamline your business and maximize employee productivity.
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Managing Job Estimates
Easily view all open Job Estimates which allows you to quickly see where to spend your sales efforts and maximize sales. View lost Job Estimate details to determine the reason and avoid the loss in the future.
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Onsite Job Estimates
Field Resources have the ability to create and print or email Customers a Job Estimate on site using our wireless enable technology.
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Customer Relationship Management
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Customer Portal
Give your best Customers access to view their Job status, schedule a New Job and more. You control the level of access and greatly improve your Customers overall service experience.
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Customer History
Easily view history of all activity associated for each Customer, Contact, Location, Job, Onsite Equipment, and much more.
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Customer Management
Easily create and manage Customer records including Contacts, Locations, Equipment, Job History, Jobs, and much more.
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Multiple Contacts and Locations
Easily manage Customers with multiple locations and contacts that may have different requirements. Easily search your entire Customer list by Customer Name, Address, or Contact Name.
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Customer Job Activity
Easily view all won or lost Estimates, in progress Work Orders, Completed and Paid Jobs with details of up to date labor hours, expenses, materials, and much more.
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Billing/Invoice History
Easily view details of up to date Customer Job Costs, open or overdue Invoices, Customer payments and much more.
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Export to QuickBooks, Outlook, and others
Easily export your data for use with QuickBooks, Outlook, any many other software applications with a standard file format.
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Scheduling Tools
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Scheduling Wizards
Easy to use Scheduling Wizards will quickly step new or experienced Users through the process of Scheduling an Appointment for an Onsite Job Estimate or Job Work Order.
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Daily, Weekly, and Monthly Calendar Views
Easily view Schedules for individual Field Resources, Groups, or the entire Company by Day, Week, and Month. With the click of a button print a Schedule Summary and Work Orders.
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Scheduling Appointments
Schedule Appointments by viewing the availability of an individual Field Resource or by an available date and time on the Company Calendar. -
Text Message Alerts
Send an automatic Text Message Alert to the cellular phone or wireless device of your Field Resources for any New or Updated Job Appointments they are assigned.
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Job Management
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Mobile Access
Field Resources have live access to their data from any computer that is connected to the internet even wirelessly. They can instantly update real time information while in the field or from home, including Labor Hours and all Job Costs.
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Job Management
Easily create and update Jobs including Scheduling changes, Work Order details, up to date Job Costs, Multiple Appointments, Job Notes, and more.
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Multiple / Recurring Job Appointments
Schedule Multiple or Recurring Appointments for big Jobs and track individual Appointment Costs to track up to date Labor Hours and all Job Costs.
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Mapping Directions to Customer Locations
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.
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Customer Equipment Tracking
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Customer Equipment Tracking
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.
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Accounting
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Billing / Invoicing
Easily create and deliver invoices to your Customers upon completion or partial completion of Jobs for immediate payment. Bella has the capability to easily track all of your outstanding and paid invoices. Never miss a payment again!
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Items List
Create and manage Items which include Labor Hours, Materials, and Expenses. From this list, Users are able to create Job Estimates, Work Orders, and Invoices. The Items are able to be exported to Quickbooks or other Accounting software if desired.
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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 package or export transactions to QuickBooks or other accounting software if you prefer.
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QuickBooks
Bella Solutions is able to export your data 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 others if you prefer.
Vendors
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Vendor List
Create and manage a Vendor list for subcontractors, consultants, and more to maximize profits. Create and manage New Vendors as your business grows.
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Employee Management
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Employee Equipment Tracking
Track Equipment that has been assigned to a Company Employee and when it was returned including serial number, model numbers, and more.
More To do’s
Easily create and 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
Users immediately see their current Appointment Schedule, assigned Jobs, and To do's. The view can be easily changed to Day, Week, or Month. The personal home page is designed to help each User manage their schedule and is unique to them.
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Required Inputs Fields
Ensure your Employees, Field Resources, outsourced call center, accountant, or contractor, are entering the minimum necessary information into Bella with fields that are required.
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Customization
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Customized Forms
Customize Estimate, Work Order, and Invoice forms or utilize our industry forms ready for use.
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Customized Terms
Bella has customizable terms to fit your business. Run your business the way you want.
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Time Zones
Your companies Time Zone can be set in the Company profile. Each User has the option to select their specific Time Zone in their profile. This feature would be used for Companies with multiple locations or Employees located in different Time Zones.
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Data Management and Security
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Data Security and Backup
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.
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