All Core Features, One Low Price
Every feature is included with your subscription.
My Walkabout App
An essential tool for technicians.
- iOS and Android
- Payment processing
- Signature authorization
- Unlimited photos to document equipment, model and serial numbers, etc.
- Create purchase orders
- Create new customers and schedule service calls
- Check in and out timestamp
- GPS directions
- Offline capable
- Email invoices to customers
You work hard to build up your customer base, we have the tools to manage it.
- Customer details all in one place; contacts, addresses, equipment, and service history
- Transfer Addresses and Equipment
- Merge duplicate addresses, equipment and customers if needed.
- Accounts Receivable
- Customer payments and terms
- Scheduled Maintenance enrollment
We are experts at managing inventory and you can be too.
- Our Master Pricebook includes 78,000 known appliance part numbers.
- Organize and manage inventory by warehouse locations (shop, technicians trucks, etc.) with our barcodes system.
- Part pricing calculation by brand
- Weekly cycle counts
- Part usage by period
- Part location search
- Inventory transaction log
- Scanning workflow for physical counts and internal transfers
Purchase Orders, Returns & Transfers
Take the headache out of these everyday tasks.
- Purchase orders for stock using a reorder report
- Purchase orders for service calls
- Purchase order consolidation and reconciliation
- Shipment tracking and part ETA
- Returns to the vendor
- See if other warehouses have a part before ordering and Transfer between company warehouses.
- Company Account
- Review account activity (view statement, pay bill online, enroll in auto pay)
- User Management
- Set user roles (Admin, Manager, CSR, Tech)
- Page Security
- Allowed Hours
- Add and Edit Brands and Vendors
- Add custom data types (equipment types, referral sources, etc.)
- Set trip charges, tax rates and regions by zip code
- Month End Reports
- Accounts receivable
- Inventory costs
- Sales tax
- Profit and loss
- Customer statements
- Operational and Analytical reports
- 50+ options
Support & Training
- Live phone and email support
- Hundreds of knowledge articles
- Update release notes
- Extensive video library
- Live web training
- Data conversion
- Frequent updates at no additional cost