Texting
Ability to send out service/delivery notifications to your customers, call follow-ups, and bulk-texting for future reminders.
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Service Confirmations
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Delivery confirmations
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Basic call follow-ups
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Bulk texting i.e. future reminders for filter changes
Service Schedule
Drag-and-drop calendars that are color-coded by service tech with additional tools to build out service calls to be more efficient.
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Suggestion of where and how to schedule based on existing items
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Drag and drop functionality.
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Color coded service techs
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Scheduling tools
Dashboard Features
Graphic display of key performance indicators for your business that can be tailored to the user’s workspace needs and level of access.
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Graphically display key business measurables
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Customize what dashboard items employees can see
Enhanced Email Templates
Fully customizable email templates that allow you to add your company logo and any additional links to other websites.
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HTML ready
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Add logos and graphics to email templates
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Customize email templates
Suggest a Route
Avoid routes from getting out of balance by accurately placing new customers onto your existing routes and sequencing them in real time.
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Accurately place new customers on the correct route
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Avoid routes from getting out of balance
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Provides sequencing of routes in real time
Google Map Integration
View your customers on an interactive map powered by Google Maps, what products are being delivered nearby, and the ability to optimize route sequencing in real-time with before and after mileage savings.
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View customers graphically on a map
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See what products others in the same area get
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Route sequencing and optimization
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See miles saved in real time
Added Contact Information
Give your customers more flexibility by adding more email address and phone number fields to their account while also allowing additional contacts for notifications.
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Add additional contact information to the customer profile.
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Additional cell phone and email addresses
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Relationship to the account holder
Android Routing and Service App
Drivers can get turn-by-turn directions and receive emergency delivery and service orders, which can be sync’d to the app while they are out in the field. Go paperless by sending e-receipts.
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Paperless delivery and service receipts
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Turn by turn direction
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Emergency delivery and service can be sync’d while out in the field
Customer Payment Portal
Customers can login to the online payment portal to view and pay their bills and invoices, see their balance history, and opt for auto withdrawal and email billing. Accepts credit card and ACH payments online for quick and easy payment processing.
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Accept credit card and ACH payments
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Customers can sign up for email billing
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Customers can sign up for Auto withdrawl
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Customers can see their balance history
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Open invoice customers can pay their invoices