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With Dispatch Manager
for Hawaii, you can use as many or as few of our powerful features as you
desire. Dispatch Manager has all the sophistication you'll need, when you need
it. Below are a list of the most widely used features.
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Estimate and Sales Control
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On-Site
Estimates
Simple creation of records to
track details, status, notes and
documents related to on-site
estimates.
Call
Center Quoting and Management
User-definable phone scripts,
process flows, and pricing
logarithms for internal call
center quoting and CSR
management.
Managing
Estimates
One screen view of all
open estimates, follow up tasks
and internal sales logs help
improve your closing ratios.
Estimate
Reports
Track detailed
information on closing/losing
reasons, ratios and sales rep
performance.
Instant
Job Creation From Estimates
One click marks an estimate as
won and instantly creates a job
and work order for dispatching.
Commission
Calculation
Track and pay sales staff for
new customer and job generation.
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Customer Relationship Management and
Data Storage |
Customer Information
Maintained in a one-screen
tabbed file for instant access
to all individual customer data.
Multiple
Service Locations
Easily manage customers
with multiple service locations
with special instructions, tax
jurisdictions, and driving
directions for each
Full
History Notes
Including phone calls,
emails, and internal notes and
instructions
Customer
Satisfaction Tracking
Track job-related
feedback and quantify customer
satisfaction
Job
Activity
One-screen access to
all completed, cancelled, and
upcoming jobs, plus project, and
Estimate information with
individual detailed drill down
Customer
Web Access
Allow your customers to view job
dates, provide feedback, and
print statements from your web
site
User
Definable Fields
Create your own custom
fields to store data not tracked
in the out-of-the-box records.
Billing
History
See all open and closed
invoices, current balances, aged
AR, and payments with detailed
drill down and printing
capabilities
Microsoft
Word Mail Merge
Create and send custom
merge documents to an individual
or user definable cross section
of your customer and prospect
base.
Document
Linking
Easily link documents, graphics
and web pages to customer
records. |
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Internal Task Management |
Tasking
Create and manage one-time or
recurring calls, tasks or todo’s
for yourself or other users.
Relative
Scheduling
Force pre-service or
follow-up tasks to be created
each time a particular part or
service is sold.
Document
Linking
Instant linking of
tasks to jobs, estimates,
projects, customers, employees
and external documents or
applications.
Payroll
Capable
Link internal tasks to
jobs for true job costing
figures. |
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Project
Management |
Project
Management
Manage schedules and billing of
projects that span multiple
phases, days, crews and job
sites
Project
Progress Reporting
Track current and
projected progress for projects,
including profit and loss
figures.
Follow Up
for Unfinished Jobs
Instantly turn an
unfinished one-visit job into a
multi-visit project due to lack
of parts, inclement weather, or
add-on work. |
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Scheduling
Tools |
Scheduling
Assistant
Maximize routing and profits by
easily finding closest jobs and
best employee availability
Capacity Management
User configurable slots and
windows to m atch available
employee hours and skill sets to
maximize employee resources
Create
Recurring Jobs
Easily setup recurring
jobs at any frequency possible
Dispatch Board
Manage your entire day from a
single screen with drag and drop
ease and integrated mapping and
driving directions
Work Orders and
Route Sheets
Quickly print information for
your staff
Multiple Day View Calendar
Choices – Box, Bar, and List
View Styles
See and manage all jobs
by day, including many sort and
filter options with drag and
drop capabilities
Multiple Week
View Calendar Choices – Box,
Bar, and List View Styles
See and manage all jobs
by week, including many sort and
filter options with drag and
drop capabilities
Month View
Calendar
See monthly figures at
a glance, including many sort
and filter options
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Job Management
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Employee Web and Mobile Access
Access and update
up-to-the-minute job information
including single- or multi-day
schedules, job details, driving
directions and more. **
Edit Jobs
with Ease
Quickly edit single jobs and
schedules
Close Jobs
Quickly post customer charges
and payments along with employee
payroll in seconds
Dispatch
Board
Manage your entire day from a
single screen with drag and drop
ease
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Sales, Business and Marketing Tracking
and Reporting
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Out of the Box
Reports
Comes with a full roster of
powerful reports to manage your
business more efficiently
Crystal Reports
Integration
Modify existing reports or
create new reports that easily
can be added
Marketing
Module
Target market with ease to
prospects and customers, merge
with Microsoft Word, prints
mailing labels or send emails
Revenue Reports
See actual or projected revenue
by service or products over any
date range with sort and filter
options
Marketing
Reporting
Track what marketing methods
work and how well |
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Accounting |
Credit Card Processing
Save time, money and
reduce errors with our
integrated credit card
processing at rates
better them most vendors
including QuickBooks
Invoicing
Completed work
orders instantly turn
into customizable
invoices with batching
and email capabilities
QuickBooks
Integration
Save time by reducing
double entry with one
button data transfer
Statements
Easily print
customer statements
Accounts Receivable
With aged receivables,
see who owes you money
in seconds
Bank
Deposit Management
Print either detail or
summary bank deposit
reports
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Employee
Management |
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Payroll
View and edit payroll
information, quickly print
payroll or electronically submit
to Paychex
Equipment
Tracking
Protect your investments by
knowing what equipment has been
given to each employee
Personnel File
Job performance tracking and
ranking, attendance records,
performance reviews and more.
Document
Linking
Attach all necessary
legal paperwork right to the
employees file, no more
important lost documents
Security
Users are logged in and tracked,
they won't see what you don't
grant them security rights too
Audit Trails
Quickly see when data was
inputted or edited and by whom
Required Fields
Make sure your staff is filling
out all fields you need and
eliminate data entry errors
Customizable Fields
Track anything you'd like on
each of your employees
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On-Site Equipment Tracking |
Equipment Tracking
Track make, model, and serial
number along with full service
history and warranty tracking
for any pieces of equipment on
your customers job site.
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Inventory
Management |
Inventory
Management
Track and manage inventory in
one location or multiple
warehouses and trucks
Inventory
Management Grid
Visually assess and order all
parts needed for upcoming jobs
and to satisfy stock level
violations in one screen
Vendor
Records and Catalogues
One Tabbed Screen for all vendor
contacts, catalogue items
available with pricing, open and
closed purchase order history,
linked directly to QuickBooks
Vendor records
Multiple Vendor
Tracking
See
which vendor has the best price
and desired lead time for the
same parts
Purchase Order
Control
Full Purchase order creation,
approval, and receiving tracking
along with instant back order
creation
Stock Transfer
Tickets
Transfer Ticket management
including multiple sources,
destinations, and transfer
personnel |
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Data Management and Security
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SQL
Server Database
Uses Microsoft’s robust SQL
Server Database Engine for data
storage
Backup
and Restore
Keep your data safe with an
integrated database and backup
and restore system
Custom
Development Options
Development for further
customized solutions and add-ons
to an established first class
off the shelf solution |
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Local Hawaii Support |
| Success Solutions LLC is a local Hawaii company
that will design, install, configure and customize Dispatch
Manager specifically for your business requirements. Success Solutions LLC
also provides ongoing Support & Maintenance Agreements to ensure your
company will maximize its investment in Dispatch Manager.
Contact Success Solutions at 946-0005
info@sshawaii.com |
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