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Features
Powerful, easy to use scheduling
BizScheduler’s point-and-click scheduling calendar is so easy to use, but
powerful enough to accommodate the most demanding scheduling needs. Examples include:
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Week at a glance |
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Daily view for job details |
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One worker or multiple workers on the same job |
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Job start & finish on one day or multiple days |
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Job broken up into multiple segments on the same or multiple days |
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Job site address different from bill-to address |
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Repeating jobs: jobs that repeat on a known schedule can be entered once (e.g. Mow
lawn for Mrs. Jones every Friday 2-3pm) |
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Recurring jobs: jobs that can be scheduled within a certain timeframe, but cannot
have a specific date & time until later (e.g. Clean gutters for Mr. Smith quarterly) |
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Block out days or times when workers are unavailable due to vacation, illness, etc.
so they cannot be scheduled |
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All of the above can be easily modified or rescheduled with a few mouse clicks |
Weekly View
Daily View
Top Overview
Customer Relationship Management
BizScheduler gives you fast and flexible access to all your customer information.
Beyond the usual contact information, you can customize the number and type of categories,
referral sources, and define as many custom fields as you like. You can attach documents
(contracts, letters, etc.), digital photos, emails, and any other file types to
customer records.
Finding customers is so simple: enter any part of the first or last name, or address,
or phone number. Or use the Custom Search capability to search and report on customers,
jobs, and many other attributes. Once you have the list of customers you want, you
can email them, or step through each customer in the search results.
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Complete Contact Information |
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Unlimited phone numbers |
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Auto enter city & state from zip code |
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Attach documents, photos, emails |
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Any number of custom categories |
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Any number of referral sources |
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Display customer’s job history |
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View & edit modes for easy viewing |
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Easy & quick customer lookup |
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Comprehensive search and reporting |
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Bulk email promotions and newsletters to targetted customer types |
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Download customer lists for mailing labels |
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View map and driving directions to customer address via MapQuest from direct link
on the Customer screen. |
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Unlimited notes to keep a running profile on the customer, categorized by type,
and automatically stamped with the date/time of the note and who wrote it |
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All of the above smoothly integrates with the rest of BizScheduler for easy job
scheduling, task management, and phone log access |
Top Overview
Anytime, anywhere access
BizScheduler is a web-based solution for managing your business. You can view and
manage your business from anywhere you can find a computer and Internet connection.
Access is safe and secure; BizScheduler uses the same technology you find with on-line
banking or Internet merchants.
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Safe and secure access |
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Nightly offsite backups |
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Access control for other employees |
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Strict authentication rules |
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Automatic updates |
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Online support |
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No more worries about backing up your business data, or system incompatibilities
because your kids installed a new game on your computer!
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Top Overview
Customizable to fit your business
BizScheduler can be customized to reflect the services you provide, hours of operation,
functional or regional groupings, and information you wish to keep about your customers.
You can customize:
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Your logo & name |
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List ordering |
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Services you provide, with rate and description defaults |
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Days of the week, hours of operation |
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Color choices for workers and screen background |
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Unlimited customer categories |
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Unlimited referral sources |
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Unlimited note categories |
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Unlimited Customer custom fields -- you choose the name, type, and length of field
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Top Overview
Work Orders
Once you’ve scheduled jobs in BizScheduler, you can print out work orders,
or email them to all your field service workers with a few mouse clicks.
You can send text messages with a terse form of work orders to cell phones, or use
the email capabilities of wireless hand held devices such as a Blackberry, Pocket
PC, or other PDA.
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Faster, more accurate communication to the field |
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Much more efficient than voicemail |
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Include billing info optionally |
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Include time in / time out |
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Field service workers with PDAs can get their next job without having to answer
their cell phone or listen to voicemail |
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One BizScheduler customer has saved thousands of dollars by using Blackberry devices
to send work orders to his field service workers. Why? Because of more timely and
accurate customer information. No longer do field service workers show up at the
wrong house and complete a job, only to find out he had heard one incorrect digit
of the customer address on his cell phone.
Top Overview
Estimates
Generate professional looking estimates with BizScheduler. 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. Want to create
a new estimate based on one you already made? BizScheduler makes that process fast
and easy.
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Professional looking estimates created easily |
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Can be printed or emailed to customers |
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Search capability locates previous estimates easily |
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Convert a sold estimate into a scheduled job with a few mouse clicks |
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BizScheduler’s professional looking written estimates help sell your business
services. Being able to track and manage
outstanding estimates helps you find the best opportunities and lands more business. |
Top Overview
Document Management
BizScheduler’s document management capabilities allow you to 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.
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Attach photos of a job site to a customer record |
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Keep contracts or other documents |
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Powerful search capability allows you to locate documents |
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Use a complex job costing spreadsheet and attach to a customer record |
Top Overview
Phone Log
The Phone Log is used to track incoming and outgoing calls. Ensure you don't miss
returning a call to a customer because a sticky note got lost after writing down
a message from your voicemail. Easily create new customer records from the Phone
Log, or link Phone Log entries to existing customer records.
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Provides order and organization for returning phone calls |
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You can assign Phone Log entries to one or more workers |
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Set urgent priority for time sensitive calls |
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Avoids confusion of who is supposed to return a call |
Top Overview
Tasks
BizScheduler Tasks help you stay in control of your internal business processes.
Assign Tasks to people in your company which can be tracked in a step by step manner.
Use them for equipment repair and maintenance service,
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Manage internal business processes |
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Coordinate with field supervisors |
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Track progress of task with powerful searching |
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Gives you control over your business |
Top Overview
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