The benefits of field service software are vast which include getting more organized, managing your service business more effectively, automating dispatch, winning more jobs and growing your business. To empower small to medium sized business, Repair CRM has launched its unique Field Service Management Software known as Repair-CRM.
Repair CRM software is easy-to-use and designed to help you manage your business more efficiently. Our efficient and well-trained team manages the hardware and work order software for you so that you have more time to focus on directing your business.
Spending more time on your business can only mean increased productivity, sales, and profits. After downloading the software, simply log into Repair-CRM platform and easily manage schedules, customers, work orders, employees, vendors, invoicing, accounting, inventory, equipment and so much more. Below are just a few features of our easy-to-use yet robust solution.
Why You Need to Take Advantage of Repair-CRM Software
1. Service Scheduling
Repair CRM software scheduling feature makes scheduling and dispatch easy and can be customized to fit the way you work. No need to change your current business processes. Interface with QuickBooks or existing CRM. If needed, we have a team of professionals for additional service scheduling software and dispatch software customization needs.
2. Job Management
Repair CRM software work order feature allows you to easily manage jobs at every stage from estimate, work order, invoice, and finally receiving payment. Update jobs from the office or field. The job dashboard provides a real-time view into the business.
- Customizable work order form
- Maintenance and service contracts
- Text and email alerts
- Job status tracking
- Job status and job priority color codes
- File and image attachments
3. Customer Relationship Management (CRM)
Easily manage all communications, history, jobs, contacts, locations, and equipment. Securely access data anytime, anywhere.
- Customizable page layout
- Optional customer portal access for self service
- Ability to assign Account Managers to customers
- Job history
- Multiple contacts and locations for each customer
- Parent/Subsidiary relationships
- File attachments and image uploads
4. Mobile Access
Real-time access to your data from any computer, laptop, smartphone, or tablet. Update data in real-time from the office, field or home.
- Access from all smartphones and tablets
- iPad, iPhone, and Android compatible
- Capture electronic signatures
- Real time communication between the back office and mobile workforce
5. Equipment Tracking
Equipment tracking for businesses who provide service for onsite customer equipment.
- Track service history for equipment
- Set up recurring equipment maintenance schedule
- Assign equipment to a specific customer location
6. Quotations & Estimates
Easily create and track estimates to determine where to spend your efforts and maximize sales. One click converts an estimate into a work order.
- Create estimates onsite or over the phone
- Customizable estimate form
- Capture eSignature on estimates
7. Invoicing / Accounting
There is no need to completely rely on QuickBooks anymore for your accounting needs, since Repair CRM Software provides superb accounting features that will help you effectively manage your businesses finances.
These accounting features include the ability to easily create invoices to invoice your customers upon completion or partial completion of jobs for immediate payment. Repair CRM also has the capability to easily track open, outstanding, and paid invoices so you never miss a payment again!
- Customizable invoices
- Capture eSignature on invoices
- Job Profit reports
- Item List
- Chart of Accounts
- Price Levels
Robust reporting capabilities for all your data. Repair CRM Software allows you to customize each report to view real time data critical to run your business. All data lists have custom report capabilities.
- Job Reports
- Customer Reports
- Marketing Reports
- Accounting Reports
- Unlimited customizable data fields
- Customizable terms
- Customizable customer page layout
- Custom forms
- ID’s are customizable for customers, jobs, locations, equipment, etc…
- Time Zone settings
10. Data Security
Rest assured that your data is secure. We use the latest in firewall, encryption, and intrusion detection technologies. The system is continually backed up so that data can easily be found if the need arises.
- User Roles
- Admin user access
- Standard user access
- Customizable access settings per standard user
11. Inventory Management
Robust inventory management tools for businesses who work with a lot of inventory parts.
- Easily import your inventory into Repair CRM software
- Manage multiple locations for inventory parts
- Alerts when inventory part reaches reorder point
How about a free 30 days trial? We invite you to join us for a free trial to see how Repair CRM can help you be more efficient, save time, and grow your service business. Sign up & Download today for a no obligation fee and take advantage of all the features.