http://blog.tmcnet.com/telecom-crm/2009/01/09/nfinanses-reloadable-card-bellas-field-service-new-infusionsoft-line-a.asp
Filed under: Field Service Management | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
Version 4.2 provides customization and customer portal access greatly enhancing usability across all Field Service Industries. Clients experience increased customer satisfaction and increased profitability. Reston, Virginia, Jan 5th, 2009 – Bella Solutions, a leading provider of web based Field Service software launches version 4.2. This release provides customization for Field Service companies to easily [...]
Filed under: Field Service Management | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
You now have the ability to assign a color to a Zone, Job Status, Employee, and Vendor. A “Color Code View” filter has been added to the Calendar. You have the option to view the Calendar by each of the following: Job Status Color Codes Zone Color Codes Field Resource Color Codes
Filed under: Bella Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
The export feature for the Customer and Job List has been enhanced to include all data fields. This will allow you to easily run Customer Reports. For example: Export Referral Sources to Excel and chart where your leads are coming from to focus marketing efforts. Export Location Zones to Excel and chart the locations of [...]
Filed under: Bella Features and Support | Tagged: Field Service Management, Field Service Software, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
We have added a check box next to Office, Mobile, Home,Fax, and Email for each Customer Contact. Select each data field which should be displayed on Schedules, Estimates, Work Orders, and Invoices.
Filed under: Bella Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
When a “Standard” User type is selected this table will open. You may assign which tabs each Standard User has access. You may also grant Full or View Only. View Only will only allow the User to view and print. Examples of use: 1) Give your field technicians View Only access to the My Home [...]
Filed under: Bella Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
You now have the ability to delete or modify an invoice that was marked paid. The first step is to delete payment transactions against the invoice. To do this, search the Transaction List under the Accounting tab by Customer Name and Job then delete the payment transaction(s). The invoice will be moved to the Open [...]
Filed under: Bella Features and Support | Tagged: CRM, Field Service Management, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
A “Zone” data field has been added to the New/Edit Customer page in the Location section. We have created several default Zones which may be customized in the Admin tab by clicking the left side menu “Location Zones”. Also, a Zone filter has been added to the Customer list.
Filed under: Bella Features and Support | Tagged: CRM, Field Service Management, Field Service Software, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
You now have the ability to enter a custom Job ID or Customer ID. When creating a New Customer or New Job a default ID will appear which is the next sequential number. This ID may be modified to any number that has not been previously used. A Customer ID and Job ID may be [...]
Filed under: Bella Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Web Based Software | Leave a Comment »
Drag and Drop calendar appointments to easily manage scheduling. Click and hold the appointment and drag it to the new desired date and time. Note – a recurring appointment cannot be drag and dropped. We are adding this capability soon. Note – We will also be adding the ability to expand or contract the appointment [...]
Filed under: Bella Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
