Achieve field service & professional services excellence
with the complete business management system
for QuickBooks® users.
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Service management
Service excellence can be both fuel a profit center and serve as an opportunity to further cultivate customer loyalty. ACCTivate!'s Service management tools provide the professional support to increase productivity, improve communication and assist companies in efficiently managing their service business.
Inventory
Warehousing
Purchasing
CRM
Sales order management
EDI
Picking & shipping
Service management . . . . . . .
Reporting
Foundation
Warehousing
Purchasing
CRM
Sales order management
EDI
Picking & shipping
Service management . . . . . . .
Reporting
Foundation
ACCTivate! results
"We couldn't have done it without ACCTivate!. We had some little $20
software program that was running on our CSR's computers. Inventory
was maintained with paper and pencil. ACCTivate! brings it all
together into one system and gives us the information we need when we
need it."
Schean Barrett,
Director of Marketing,
Performance Racing Warehouse
Schean Barrett,
Director of Marketing,
Performance Racing Warehouse
Key features service
>
Service scheduling
>
Automated creation of service orders
>
Labor & materials capture
>
Create multiple service orders at once
>
Graphically view & track service activities
>
Service tech communication
>
Service billing
>
Capture billable & non-billable hours
>
Link service call occurrences to customer history
>
Service call completion & follow-up emails to customers
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