We have added more enhancements to Bella’s Field Service Software based on customer feedback:
You now have the ability to assign a color to a Zone, Job Status, Employee, and Vendor.
A “Color Code View” filter has been added to the Calendar. You have the option to view the Calendar by each of the following:
- Job Status Color Codes
- Zone Color Codes
- Field Resource Color Codes
The reporting feature for the Customer and Job List has been enhanced to include all data fields. This will allow you to easily run Customer Reports. For example:
- Run report for Referral Sources to Excel and chart where your leads are coming from to focus marketing efforts.
- Run report for Location Zones to Excel and chart the locations of your Customers to maximize resources.
- Run a Weekly or Monthly Job Report for a real time view into your business.
We have added HTML text editing capability to the Form Customization in the Admin tab. This will allow you to change font size, bold font, align text, and much more.
Also, the HTML text editor is available when adding a Customer Note on the Estimate and Invoice page.
We have added the powerful AJAX search feature when adding Job Items. The “Item Name” and “Item Description” search box is located at the top of the Job Items list on the Job page. Simply start typing in one of the text boxes and the list will narrow with each letter entered.
We have added the “Customer Name” AJAX search on the Job Lists in the Jobs tab. It is located in the left side menus along with the Job Name, Job Description, and Job ID search.
This provides the capability to quickly search your entire companies Job List by Customer Name. As always, you can search by Job Name, Description, and ID.
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.
Customized Calendar Views
In the “Scheduling” tab left side menus you will see several options for customizing each Calendar view.
The selected fields will display on your calendar and the calendar export PDF.
Optimize your view of the Day, 5 Day, 7 Day, Week, and Month calendar display.
Email Alerts for Work Orders
When creating a Work Order at the bottom appointment section select the option to email the Work Order PDF to your Customer and Field Resource.
You also have the option to set an email reminder for the Field Resource.