Mobile Access: Mobile app or mobile-optimized web access for managing appointments on the go, essential for field personnel.
Service Management
Service - Appointment Scheduling
Reporting and Analytics: Reporting tools to analyze appointment data, such as frequency, cancellations, peak times, and revenue impact.
Service Management
Service - Appointment Scheduling
Capacity Management: Tools to monitor and manage workforce capacity to avoid overbooking and ensure optimal resource utilization.
Service Management
Service - Appointment Scheduling
Permission-Based Access: Role-based access controls to allow management of appointments by authorized personnel only.
Service Management
Service - Appointment Scheduling
Appointment History Tracking: Capability to track and record the history of appointments for each client, including details of the service provided, duration, and any follow-up actions required.
Service Management
Service - Billing
Automated Invoice Generation: Ability to automatically generate invoices based on service delivery data, contract terms, and project milestones.
Service Management
Service - Billing
Time and Materials Billing: Flexible billing that can handle both time-based and materials-consumed invoicing, including the ability to set different rates for labor, materials, and equipment.
Service Management
Service - Billing
Progress Billing: Functionality for creating progress billing statements for long-term projects, reflecting partial completion stages.
Service Management
Service - Billing
Customizable Invoice Templates: A selection of customizable invoice templates that can be branded and adjusted to meet the contractor's and clients' needs.
Service Management
Service - Billing
Client Portal Access: A secure client portal where clients can view, download, and pay their invoices online.
Service Management
Service - Billing
Retainage Management: Feature to manage retainage, a percentage of the invoice withheld until project completion, common in construction contracts.
Service Management
Service - Billing
Change Order Billing: Capabilities to bill for change orders with full documentation and client approval workflows integrated.
Service Management
Service - Billing
Multi-Currency Support: Ability to handle transactions in multiple currencies, which is essential for contractors working with international clients or suppliers.
Service Management
Service - Billing
Tax Compliance: Tools to automatically calculate and apply the correct tax rates to invoices, ensuring compliance with regional tax regulations.
Service Management
Service - Billing
Electronic Payment Processing: Integrated payment processing that allows for electronic payments via credit card, ACH, or bank transfers.
Service Management
Service - Billing
Recurring Billing: Feature for setting up and managing recurring billing for ongoing service contracts.
Service Management
Service - Billing
Discount and Credit Management: Ability to apply discounts or credits to invoices and track their utilization over time.
Service Management
Service - Billing
Late Payment Penalties: Automated calculation and application of late payment fees based on predefined rules and client agreements.
Service Management
Service - Billing
Reporting and Analytics: Detailed financial reporting capabilities for tracking billing, payment history, outstanding accounts receivable, and cash flow forecasting.
Service Management
Service - Billing
Integration with Accounting and ERP Systems: Seamless integration with existing accounting and enterprise resource planning (ERP) systems for real-time financial data synchronization.
Service Management
Service - Contract/PO & Work Order Management
Contract Lifecycle Management: Comprehensive tools to manage the entire lifecycle of a contract, from initiation, negotiation, approval to renewal or termination.
Service Management
Service - Contract/PO & Work Order Management
Automated Purchase Order Generation: Ability to automatically generate purchase orders based on contract terms and predefined triggers or schedules.
Service Management
Service - Contract/PO & Work Order Management
Change Order Control: Features to handle change orders effectively, including tracking, approval workflows, and impact assessment on the overall contract.
Service Management
Service - Contract/PO & Work Order Management
Service Level Agreement (SLA) Tracking: Mechanism to define, monitor, and report on SLA compliance within contracts for both suppliers and clients.
Service Management
Service - Contract/PO & Work Order Management
Work Order Scheduling: Capabilities for scheduling work orders, assigning technicians or subcontractors, and estimating timelines and resource needs.
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