IMPROVE BUSINESS WITH CUSTOMER CARE SYSTEM
 

A Web Based system for Sales and Operations

Taking care of Customers for large, mid-sized and small companies. We offer a web based solution to handle the work related details between you and your customers. Setup takes just a few minutes to have your employees login into a secure web site to begin work. There is nothing to install. We handle the server hardware, software and backups.

Frustrated by communication failures that waste your time and money? Our web-based Customer Care System solves costly communication problems that happen too often in complex service operations by managing the job details for everybody directly involved with the Customer. 

The Customer Care System is an integrated Rate Sheet, Quote, Order, and Scheduling System required to run an efficient and professional service company.

Power Point Presentation (blank page for 20 seconds)

	Rate Sheets - Create and deliver customizable PDF Rate Sheets for your products and services. Provide a unique Rate Sheet for each customer
	Quotes - Create professional and consistent PDF Quotes for your customers with optional cover letter, terms and conditions. Quotes are linked to customer Rate Sheet.  Bid reporting is done using a set of EXCEL Pivot tables (HTML sample) to provide extensive user interaction. (open an actual XLS Bid report, or XLS Bid report without conditional formatting)
	Orders - Build customer orders from scratch or import from awarded Quotes. Maintain the complete details of an order. Includes creation of Invoices as PDF documents to be emailed or printed for delivery to the client.
	Scheduling - Schedule staff and equipment to service orders. Day/Week/Month views to track all related Job activity. Verify the available of employees and equipment including vacations, sick time, days off, ... Quickly identify the utilization of your valuable resources.
	Personnel - Track Human Resources including; employee skills, qualifications, safety classes, drug screening, education, licenses, training, and emergency contacts
	Vehicle Inventory - Maintain a list of company rolling assets with related dates of purchase, insurance, and license renewal. Track assignment to employees.
	Supporting Systems
	On-Line Backup and Recovery System - Create Backup and Recovery of user files and databases to protect yourself from disasters.
	User Forms and Command System - Add Integrated user commands and forms to handle custom requirements. Integrated on-line editing and creations of html forms and scripts.
	System Object Customization - Rename the systems buttons and labels to fit your organizations terminology, for example rename the default term "Account Manager" to "Salesman"
	Product/Service Files - Maintain the price and cost of your products and services. Integrated in the Rate Sheets, Quotes and the Order systems
	Staff Files - Maintain list of Employees, define divisions, assign privileges and roles
	Customer Files - Maintain Customer database. Customers are organized by Company / Division / Facility. Includes a list of all company contacts, plus work site requirements, and customer related documents.
	Reporting - Customize your Reports. A complete reporting system with automatic email distribution.
	Customer Portal - Your customers can review their bids, schedules and orders online
	Database Portal - Batch Read/Write access to the database
	Location Maps - Attach a map to each Bid, Order, Employee and Customer.  A quick reference to the general placement of resources and customers within your service area.
	File Upload - Attach Files to each Customer, Bid, or Order for data sharing and organization. Store files related to a job with the job, drawing files, spreadsheets, emails. Store your own Company's documents for quick access such as, T&C, Safety Tips, and Employee Handbook. The files can be attached to emails when sending Bids, Rate-Sheets and Invoices.
	Web Site Integration - Make a seamless integration into your web site. Login directly from your own web page. Change the colors, fonts and display characteristics of the forms to match your site