Features

“With BizScheduler, I can quickly and conveniently see what work is being booked, and even schedule jobs myself from anywhere, including my phone. I tried many different methods for scheduling, and BizScheduler is by far the best!”
Bill Griffin, Target Pest Control

Weekly Schedule

Week at a glance

Instant visual recognition of how busy you are for any given week for each worker on the calendar

Weekly Schedule
Daily Schedule

Daily Schedule

Daily view

Details for each job for each worker & customer contact info

Customer Information

Everything you need to know about your customers

Contact information, unlimited custom fields, recurring job schedules, and complete job history all on one screen

Job Scheduling Calendar -- Daily view
Customer Information

Job Photos

Keep important documents and photos

Upload photos, contracts, email messages, and any other files to help you have a complete picture of your customer interactions

Accounting Report

Finalize jobs or export to QuickBooks

See your current jobs with payment info in a succinct report. Mark as completed or export to Quickbooks.

Job Scheduling Calendar -- Daily view
Customer Information

QuickBooks Integration

Sync BizScheduler and QuickBooks

Create and update customer information in QuickBooks, create invoices, record payments, and process credit card payments for all your completed jobs at once


Work Orders

Provide clear, concise instructions to your field workers

BizScheduler Work Orders provide the job details to your entire team at once in a variety of formats, including maps and driving directions between jobs. You can print, email, or use the mobile app version to deliver Work Orders to your team.

Job Scheduling Calendar -- Daily view
Mobile Work Order Mobile Work Order map

Mobile Work Orders

Perfect for cell phones and tablets

All jobs for the day in one compact format, perfect for mobile devices. Use the map feature to provide driving directions to the next job. Provide feedback to the office using the notes feature.

Recurring Jobs

Ideal for long term scheduling

Set up a recurring reminder for jobs that occur bi-monthly, quarterly, semi-annually, or annually. Perfect for businesses to help drive and maintain regular maintenance for their customers.

Recurring Jobs
Repeating Jobs

Repeating Jobs

Ideal for short term regularly scheduled jobs

Easily set up repeating patterns of job schedules, e.g. clean at Mrs. Jones every Friday at 2pm

Advanced Search

Build and save complex customer or job searches

Define custom reports for nearly any data elements, then save the search to easily run regularly

Custom Search
Estimates

Job Estimates

Build, send, and track professional looking estimates

Upload logos and use them to create estimates that you can print or email to your potential customers. Track the progress of estimates from creation to negotiation to sale.

Document Management

Keep contracts, spreadsheets, photos or any other file

Store and retrieve any kind of file, such as a digital photo of a job site, contract, or relevant email message. You can attach files to customer records or use common storage for your documents.

Document Management
Phone Log

Phone Log

Track your customer calls

Enter customer info left on your voicemail to manage the callback and integration with customer records

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Tasks

Manage internal “to do” list

Assign Tasks to people in your company which can be tracked in a step by step manner. Use them for equipment repair and maintenance items.

Tasks
Email Marketing

Email Marketing

Email your customer list for sales or promotions

Targeted emails can drive new business for your existing customers. Personalized emails can be sent to any set of customers, filtered by almost any criteria.

Customer & Job Maps

See where your customers are

Use mapping feature to see customer locations, and Zillow to get quick stats for the job site. Work Orders link to a map and or driving directions from job to job.

Map

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