Posted on April 17, 2009 by Bella Solutions
We have begun adding video tutorials to help you get the most value out of the software. Bella is extremely flexible and can be used in many ways to match your business process. We are continually and pleasantly surprised to hear of the unique ways our Clients use Bella for their business! All videos [...]
Filed under: Bella Software Features and Support, Field Service Management | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | 1 Comment »
Posted on April 2, 2009 by Bella Solutions
An award winning new mobile browser called “Skyfire” will give you full access to Bella on your mobile phone or PDA. This is not a scaled down ”mobile version” of the software. Skyfire is available for Windows Mobile and Symbian OS. Blackberry version is coming soon, however, Blackberry’s current browser gives access to many of Bella’s features. It is FREE [...]
Filed under: Bella Software Features and Support, Field Service Management | Tagged: CRM, Field Service Management, Field Service Software, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
Posted on March 23, 2009 by Bella Solutions
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 Software Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
Posted on March 23, 2009 by Bella Solutions
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 Software Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
Posted on March 23, 2009 by Bella Solutions
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 Software Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
Posted on March 6, 2009 by Bella Solutions
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. [...]
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Posted on March 6, 2009 by Bella Solutions
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 Software Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
Posted on February 6, 2009 by Bella Solutions
We have added the “Customer Name” AJAX search on the Job Lists in the Jobs tab. It is located in the left side menus along with the Job Name, Job Description, and Job ID search. This provides the capability to quickly search your entire companies Job List by Customer Name. As always, you are able [...]
Filed under: Bella Software Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
Posted on February 6, 2009 by Bella Solutions
We have added the powerful AJAX search feature when adding Job Items. The “Item Name” and “Item Description” search box is located at the top of the Job Items list on the Job page. Simply start typing in one of the text boxes and the list will narrow with each letter entered.
Filed under: Bella Software Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
Posted on February 6, 2009 by Bella Solutions
We have added HTML text editing capability to the Form Customization in the Admin tab. This will allow you to change font size, bold font, align text, and much more. Also, the HTML text editor is available when adding a Customer Note on the Estimate and Invoice page. We will add more HTML editing functions [...]
Filed under: Bella Software Features and Support | Tagged: CRM, Field Service Management, Field Service Software, SAAS, Scheduling Software, Service Software, Web Based Software | Leave a Comment »
