Service Management Software

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 »