In the same location as the email options on the Job page you will see the option to send a text alert to the Field Resource. You may now customize the text message and set a reminder.
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 creating a Work Order, at the bottom of the Job page select the option to email the Work Order PDF to your Customer and Field Resource when you “Save” the Job. The email will be sent through Bella’s email server. The Customer email option allows you to modify the “From” email address to receive replies. The Field [...]
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 »
In the “Scheduling” tab left side menus you will see several options for customizing each Calendar view. The selected fields will display on your calendar and the calendar export PDF. Optimize your view of the Day, 5 Day, 7 Day, Week, and Month calendar display.
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 creating a new Customer or editing an existing Customer you have the option to assign an “Account Manager”. The Account Manager drop down contains all Employees and Vendors and is located in the Customer Details section after Referral Source. The Customer List and Job List may be filtered by the Account Manager. [...]
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 »
In the Scheduling tab left side menus “Crew Management” options have been added. Click “New Crew” and add Field Resources as “Crew Members” then save. The Crew will be available in the Field Resource drop down when scheduling a new Job. If a Crew is assigned to a Job Appointment, the appointment will be [...]
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 »
