FEATURES

Here are some of the features which can save you money, time and allow you to provide better service to your customers, while still finding time to take on new customers.

Customer Service

• Add customers from other software or from paper records. ( We can help you, if needed! )
• Add additional service locations for customers.
• Edit customer information easily.
• Enter sprinkler system technical details such as location and type of valves, location of main shut off, type and location of controller and more. print for technicians or view from office.
• System drawing-scan in simple sketches of system that can be printed for technicians.
• Scheduled service request, winterization, back flow certification using geographical tools to minimize driving time.
• Add new prospective customer with their quote that can easily be converted to a new customer with simply a click and be added as a new install request.

Customer Lists

• Active / Inactive List which can be sorted by Town, Zone Code, etc...
• Prospective New Customers

Reports

• Report with customers who have shown no service activity for any length of time you choose..
• Spring Startup done OR not done. Winterization done OR not done.
• Five year+ history of Turn On and Winterization as well as total visits per year for each customer.
• View individual customer's service details history starting from his first service to his last.
• Technician services for any time period by each technician.
• Technician commission report for those with commissioned technicians.
• Past due bills. All past due or broken down by age of bills.
• Report pending service requests - non-scheduled, including Spring Startup and other Service Requests organized to be grouped by locations nearest as possible to each other. Separate report for winterization organized by locations nearest as possible to one another.
• Report for pending new installations.
• Report of pending Back Flow Certification with built-in reminders for future back flow checking.
• Report Service Appointments that have been scheduled or are currently being done now.
• Optional quick billing with customized items and costs created by you.
• Reprinting bills, service offers, etc.
• Rebilling based on age of bill, 15-30 days, 30-60 days, 60-90 days, 90-120 and over 120 days.
• Customer's average time to pay bill.
• Breakdown reports any time frame on income by check or credit card.
• Service Contract Reports, who accepted, who did not, who took discount and paid and who wanted to be billed.

Service Contracts & Offers

• Winterization and Spring Startup with or without discount prepayment programs.
• Mass offer - Upgrade specials - State of the art controls - rain sensors - survey for water use reduction - winterization - spring startup - Yearly maintenance.
• Service Contracts, America's most popular Spring Startup / Winterization contract, with or without additional visits. Extended warranty contracts and others. With or without prepayment discount.
• Direct mail advertising for finding new customers ( scientifically selected prospects ).

OTHER:

• Customize your bill header or use outside printer's stationary.
• Reminders via Pop-ups.
• Easy Data Backup to protect your important business files.

Built in Tutorial

• Review with us or by yourself. Great for new employees. A practice company is available for you or your employees to become quick and proficient with Service Magic Software..

At a Glance General Status

• Number of customers, number of inactive customers, Gross Sales, Number of outstanding bills amount. Amount of Spring Startups and Regular Service Requests pending as well as Winterizations pending.

Call Log

• Records notes on incoming or outgoing calls.

Send Mail by Label or Window Envelope AND MORE!

FOR SALES OR SUPPORT DIAL 908-241-8198