KPI Dashboards
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Track Profit and Loss By job and company.
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Check your business analytics at the click of a button!
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How is your sales team is performing?
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Which employee is bringing in the most revenue?
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Track active service agreements, and so much more!
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Divide your company up into different revenue stream (classes) and get accurate data.
Advanced Schedule
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Now, scheduling has never been easier, thanks to Infiniserv!
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Take the guesswork out of scheduling, and have all the needed information in front of you while taking customer calls.
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Our interactive schedule will make recommendations to your dispatchers based on skill and location to speed up the process and reduce time spent on the phone.
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Click and drag feature
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Priority to type of calls
Estimating
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Most advanced estimating software out there.
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Estimate in a flash with InfiniServ's speedy click-and-insert estimating function!
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Customize your Products and Services book however you want!
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Send off professionally formatted Estimates as soon as you are finished.
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Edit the pricing in your price book fast to stay up to date with price changes.
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Send multiple options to your customers
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see the last time customers view your estimates
Invoicing
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Invoicing has not always been the most straightforward process, especially when using one of our competitors, but now it will always be a breeze!
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Create percentage-based invoices from estimates or add additional billable items as jobs progress.
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Get a clear and accurate picture of outstanding balances at any given time.
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See aging reports by whole company or per department.
Payment Processing
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Take payments from ANYWHERE!
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Once your invoice is sent, customers will have the option to make a payment online thanks to our partners at Gravity Payments!
Timesheet Tracking
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Are you worried that your jobs aren't starting on time? Not anymore!
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Our time sheets will categorize per QuickBooks class and tell you cost per tech on each job.
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See which appointments your teams are at on our Map page!
Custom Forms
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Do you have specific questions to ask when scheduling a visit or onboarding a customer? No problem!
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With our Custom Forms, add any questions you need and have them show up wherever necessary: planning a visit, signing up a service agreement, onboarding a new customer, and more!
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Keep track of all responses neatly organized on a customers profile
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Refer to past responses to ensure you're working with the most accurate information!
Permit Tracking
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See the status of any and every permit you have at the moment!
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Track when permits have been approved, paid, inspected, and cleared!
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Take the guesswork out of the permitting process! Have the start date, end date, and the scope of work all in one place!
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links to town website for easy town look up.
Service Agreement Tracking
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Sick of tracking service agreements on a spreadsheet?
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InfiniServ tracks all your active service agreements in one place.
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Check what type of agreement a customer, get notified when it's about to expire, and get all of the expected service dates all at once!
Tags
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Never forget a warranty type again!
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With tags, create any number of categories for customers and display them right at the top of their profile!
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Use them for warranty types, mark them for outstanding balances, or remember who is a part of rebate programs
Tags
Customer Email Notifications
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Notify customers of estimates, invoices, appointments and more with the click of a button!
Job Tracking
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Track gross profit, manage site visits, and invoice all in one place!
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From an estimate, create a job where you can: track site visits, hours worked, add additional billable items, track both overdue and in-progress invoices, and more!
