Create Service Orders to record, assign, and track your company's service work. Schedule multiple technicians on a single service order. Service Orders can be scheduled for one or more dates. Flag service orders by priority and status. Items can be added to a service order simply by selecting an inventory item, or entering items on the fly. Generate an invoice from any service order with a single mouse click.

Quickly generate quotes for new or existing customers. Items can be added to a quote by selecting an inventory item, or entering items on the fly. Quotes can be printed, or emailed directly to the customer. Generate an invoice from any quote with a single mouse click.

Easily create a new invoice, or generate an invoice from an existing service order or quote. Instantly E-Mail invoices to your customers, or print a copy as a receipt. Items can be added to an invoice simply by selecting an inventory item, or entering items on the fly. Easily keep track of who owes you money, and what payments have been received.

Invoices, Service Orders, and Quotes can be printed or e-mailed directly to your customers. Customize the text that will be printed at the bottom of these documents, and even select what fields will be printed on invoices.

Use the calendar to quickly view of all your employees' scheduled service calls. View a single employee's schedule for a day, or view the day's scheduled calls for your entire staff.

Inventory management has never been easier! Inventory items can be added directly to service orders, invoices, or quotes. Quickly add items to inventory with the Check-In feature. Enter new inventory items by hand, or just scan them in with any barcode reader. Organize your inventory by creating categories. Inventory can be sorted by Vendor, Price, Category, and Quantity in stock.

Keep track of customer information, including billing rate, tax rate, and contact information. View a customer's history and see a list of all service orders, quotes, and invoices created for that customer.

Quickly find invoices, service orders, customers, inventory items, etc. Enter a word, number, phrase, or any part of a name to display a list of all matching records. Search results can be sorted to find exactly what you're looking for.

Review your company's data with the service manager's reporting feature. View Daily Sales, Sales Tax, and Employee Labor using one of the pre-existing reports, or create custom reports to view your data. Report data can be exported for use with other applications. Data can be converted to several formats, including XML, HTML, or comma-separated values.

Minimize typing by using the barcode feature to quickly identify documents and items in the service manager. Print barcodes at the bottom of your documents, and scan them with your barcode reader to immediately open the document.