| The max. number of employees you are able to schedule for. |
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2 |
5 |
1-10 | Unlimited | Unlimited |
Customer/CRM Features |
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| Basic Functions |
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| Power Search |
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| Multiple Locations |
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| Browse Locations |
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| User-Defined Fields |
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| Source Field |
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| Calendars |
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| Easy Access to Other Screens |
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| Mail Merges |
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| Jobs Tab |
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| Jobs At-a-Glance |
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| Time-Stamped Notes |
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| Preferred Employee |
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| Reminders |
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| Message Intake System |
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| Quality Control |
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| Sales Tracking |
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| Customer Filtering Options |
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| Tags Feature |
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| Unlimited Phones and Email Addresses for Customers |
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| Attach Files to Notes |
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| Auto Assign Zones By Zip Codes |
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| Customizable Location User-Defined Fields |
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| Leads Report |
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| Leads Queue |
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| Contract Feature |
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| SQL Database |
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Employee Information |
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| Basic Functions |
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| Payroll |
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| Employee Pictures |
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| Credentials/Training |
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| Manage Salespeople |
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| Employee Absence Logging |
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| Employee Time-stamped Notes |
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Team Information |
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| Assemble Teams |
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| Color Code Teams |
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| Team Groupings |
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Work Codes |
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| Maintain Service Categories |
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| Price Matrix |
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| Color by Work Code |
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Job Scheduling Software |
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| 8 Interactive Scheduling Screens |
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| Job Calendar All Teams |
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| Recurring Scheduling |
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| Job Notes |
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| Job Notes Templates |
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| One-Time Changes |
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| Entire Schedule Changes |
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| Display Options |
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| Job Completions |
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| Bulk Completions |
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| Weekly Dispatch Calendar |
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| Daily Dispatch Calendar |
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| Availability Calendars |
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| Daily Dispatch Calendar Deluxe |
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| Dispatch Board |
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| Employee Scheduling Calendar |
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| Customer Dispatch Calendar |
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| Job Confirmation Calendars |
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| Multi-Team Job Assignments Calendar |
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| SMS Text Messaging |
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| Task Manager |
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| Color by Zone |
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| Job Hours |
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| Job Status Codes |
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| Job Change Prompts |
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| Include Image with Printed Job Ticket |
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| Chemical Tracking |
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| Barcoding Job Assignments Feature |
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Accounts Receivable |
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| Invoices |
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| Statements |
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| Account History |
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| Combined Invoicing |
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| Combined Invoicing by Frequency |
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| Credit Card Processing |
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| Third Party Billing |
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| Record Sales Tax by Location |
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| Record Prices Inclusive of Tax/GST/VAT |
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| Combination Fixed Charges and Hourly Charges |
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| Advanced Reporting Features |
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| Credits Feature |
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| Split Billing |
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Payroll |
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| Flexible Payroll Options |
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| Ability To Track 6 Payroll Rates and Hours |
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QuickBooks Interface |
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| Import/Export Interface |
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| QuickBooks RealTime |
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| Syncing QuickBooks Customer Jobs with Locations |
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| QuickBooks Online Data Sync Utility |
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Xero |
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| Xero Online Data Sync Utility |
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Mapping Capabilities |
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| Job Directions |
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| Optimizing Routes |
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| Viewing Jobs on a Map |
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| Suggest a Job Date |
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Microsoft Outlook Sync |
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| Import Customers |
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| Export Jobs |
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✔ |
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✔ | ✔ | ✔ |
Estimates |
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| Checklist-Style Estimates/ |
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✔ |
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✔ | ✔ | ✔ |
| Invoice-Style Estimates |
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| ✔ | ✔ |
Email Module |
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| Email Job Reminders |
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✔ |
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✔ | ✔ | ✔ |
| Email Job Tickets |
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✔ |
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✔ | ✔ | ✔ |
| Email Invoices |
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✔ |
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✔ | ✔ | ✔ |
Caller-ID Feature |
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| Phone Log |
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| Caller ID Pop-ups |
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Equipment Manager |
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| Record Customer Equipment Information |
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| | ✔ |
| Equipment Tracking |
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| Equipment Reports |
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Inventory Manager |
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| Store Item Information and Create Purchase Orders |
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| Manage Manufacturers and Vendors |
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| Import Items from QuickBooks |
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Multi Company Feature |
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Multi-User Options |
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| Multiple Users Scheduling Simultaneously |
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| Assign Permissions to Users |
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| Permissions Templates |
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Interface Options |
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| Infusionsoft Interface |
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