Field Service Management » Bella Software Features and Support

Video Tutorials Added in Software

Bella Solutions — Fri, 17 Apr 2009 15:02:49 +0000

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 are located in the FAQ tab. In addition, each tab’s Help page located in the left side menus contain videos.

This is just a start. We will be adding more videos on a weekly basis. We encourage you to provide us feedback on specific subjects to add. Send us an email or post a comment on our Blog to share ideas with the Bella community.

http://www.bellasolutions.com

Mobile Phone / PDA Access

Bella Solutions — Thu, 02 Apr 2009 19:47:20 +0000

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 and very easy to download from Skyfire.com. Follow the simple download instructions. After installed on your mobile device, you have the option to use your current mobile browser or Skyfire. Use Skyfire to access Bella (and any other websites, it is an amazing product!)

Text Alert Enhancement

Bella Solutions — Mon, 23 Mar 2009 13:37:00 +0000

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.

Work Order Automated Email

Bella Solutions — Mon, 23 Mar 2009 13:35:35 +0000

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 Resource return email address is “Bella Support”. We are adding the option to modify the “From” email address so the Field Resource can reply.

You also have the option to set an email reminder for the Field Resource.

Please note an appointment date and time is required to generate the Work Order PDF and activate these options.

Custom Calendar Settings

Bella Solutions — Mon, 23 Mar 2009 13:33:07 +0000

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.

Account Manager for Field Service Customers

Bella Solutions — Fri, 06 Mar 2009 21:03:36 +0000

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.

The Account Manager may also be the Field Resource for a Job Appointment.

Field Crew Management

Bella Solutions — Fri, 06 Mar 2009 21:01:03 +0000

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 displayed on each Crew Member’s schedule.

Job List – Customer Name AJAX Search

Bella Solutions — Fri, 06 Feb 2009 20:59:22 +0000

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 to search by Job Name, Description, and ID.

Job Items AJAX Search

Bella Solutions — Fri, 06 Feb 2009 20:56:29 +0000

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.

Enhanced Form Customization

Bella Solutions — Fri, 06 Feb 2009 20:55:39 +0000

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 soon.