Achieve field service & professional services excellence with the complete business management system for QuickBooks® users.
Service management
From field service management and scheduling, to time tracking of billable and non-billable time, to communicating with customers and technicians, ACCTivate! allows businesses to operate and profitably grow service organizations.
Sell more to new and existing clients
Improve customer satisfaction & communication
Provide high quality, well-coordinated services at less expense.
Field service
Professional services
- Installation, service & repair organizations
- Home appliance installation and service
- Repair shop service
- Network & phone service
- Home entertainment installation
- Vehicle customization and repair
- Network administration & Help Desk
- Architecture or Engineering
- Depot Service
- Accounting
- IT Consulting
- Design & marketing services
- Management consulting
- Investor or public relations
Best in class Inventory Management & Customer Relationship Management
Unlimited custom reports utilizing Crystal Reports®
Industry-standard components such as MS SQL®
Drill-down and drill around information access
Fully-integrated with QuickBooks
Alerts and collaboration
System-wide notes
ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks
Service Scheduling
The Service Scheduling board is a computerized version of the traditional job scheduling board.
- Graphically view & schedule
service activities - Drag and drop scheduling of service
orders to assign or reassign activities - At-a-glance view of the activities due on
any specific day
Organize daily tasks
With Service Scheduling, rest assured that all tasks are handled each day and in the order that you want them completed.
- All unassigned tasks appear in their own column for your review
- Assign tasks by dragging & dropping the task to the user's column
- Quickly balance workloads by moving tasks from one user to another
- Once completed, tasks are automatically removed from the user's job column
- Completed and uncompleted tasks are always viewable with the click of a button
Service scheduling window
The service scheduling window displays assigned tasks for each user for the time period selected.
- The scheduling window may be filtered by using the
filters on the top bar. Filters include:
Due by date, viewing order – assigned, due date, last status change, status - completed, incomplete or overdue tasks, and the screen can be set to auto-refresh at varying intervals. - Each task displays: Activity ID number, description, due date, estimated hours to complete
the task, contact name, contact phone, current status, date & time the activity was opened.
1 click research
One click on the task opens the Business Activity window where all associated activity information can be accessed from one screen including customer discussion items, resolution notes, reference information, notes, customer communication emails, activity log, and time & materials billed.
ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks
Service Billing
- Tracks & bills time and materials for services tracked in ACCTivate!
- Adds labor & materials directly to any existing service activity
- Easily creates a service invoice with the Service Billing Wizard upon activity
completion or on a progress basis - Bill each service ticket separately or combine multiple service tickets on a single invoice
Labor ~ Add time
To add time to an activity, simply click the Add Time button.A line will be added to the Time tab for recording who performed the work, the amount of time, a drop-down list rate display options, special instructions & private notes.
Materials ~ Add materials
To add materials to an activity, simply click the Add Materials button.Similar to the add labor button, this opens a new line on the materials tab to add products with the information needed to create an accurate sales order for the customer.
The Result ~ Simplified billing
ACCTivate! efficiently handles billing for the time and/or materials with the flexibility to bill.
- Standard: The labor & the price will be shown on the invoice
- No Charge: The labor is shown on the invoice with a 100% discount (allows customer to see
the value of a no charge service activity) - No Bill: The labor is not shown on the invoice
ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks
Service Communications
Get connected with service updates
Information from Service Scheduling tasks can be sent automatically and manually from ACCTivate! to communicate service activity status changes to field service personnel, contractors, internal employees, managers, sales reps or customers.
- Text messages to cell phones
- Messages to pagers
- emails to email-enabled devices such as PDAs
- emails to computers
ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks
Below is an extensive list of the Service management capabilities of ACCTivate!
Some features are optional.
- Account & contact information access
- Activity management and alerts
- Add custom fields
- Alerts for items requiring action
- At-a-glance access to key information
- Automated creation of service orders
- Configurable service codes
- Configurable permissions for each user
- Complete service history with notes
- Create multiple service invoices at once
- Customer order status, credit status & history
- Drill down & drill around information access
- Graphically view & track service activities
- Integrated inventory, warehouse, purchasing & CRM functionality
- Integrated with QuickBooks
- Inventory tracking for field service vehicles
- Link service call occurrences to customer history
- Notes throughout the system
- One click quotes to orders
- Remote user system access via laptop
- Route management
- Search item number, name, product group, product
classification, inventory level,
marketing code, vendor part #, description, vendor, UPC/GDSM code - Searchable customer sales order & service history with notes, products
- Service billing for time and materials
- Service call completion & follow-up emails to customers
- Service scheduling
- Service technician communication
- Time tracking of billable and non-billable time
- Unlimited custom reports using Crystal Reports®
- View open & closed service activities
ACCTivate!
Service scheduling ~ Time & materials tracking ~ Service billing
Inventory, CRM & Service Business Management Software for QuickBooks
Contact us at 866-877-1311 to talk about your needs or simply complete
the form and a specialist will contact you to discuss solutions.
Inventory Software delivering
the most value for the money
with Inventory Control,
Business Management & CRM
for QuickBooks.
