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Control Customer Information |
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With it’s full feature customer management
system, you can track everything about your customers, from contact
information to correspondence. Save time by importing customer information
directly from QuickBooks or Outlook. |
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Manage
Work Locations and Projects |
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Simplify management and tracking of multiple
work locations or projects for each customer by type and status. Assign
contacts, record contract information, maintain a history of owners or work
performed, and get directions for each location with a simple touch of your
keyboard. |
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Track Customer Equipment |
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If your customers have multiple pieces of
equipment, tracking those pieces could not be easier. Pull up a complete
history of all work performed, create standard jobs to go with each item,
and assign recurring tasks by meter reading or time period. |
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Log Calls and Requests |
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The complete call/request management system
lets you track date and time calls are received, prioritize calls, and track
the status of calls. Streamline your process by assigning an employee to the
call or creating work orders directly from call information. |
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Prepare Schedules |
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Complete Scheduling
capabilities provide you with planned and actual Schedules with start times,
durations, finish times, and dependencies. View the master schedule to see
everything your company is working on or view by order, customer, or
employee. |
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Create Estimates |
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Save time preparing estimates by using
standard tasks or create custom estimates for unlimited flexibility. You
can even convert estimates to orders with just one button. |
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Organize Projects, Work, and
Tasks |
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Improve the efficiency of your organization
by taking control of your work process. The flexible Work Order module
allows you to create comprehensive work orders that take into account labor,
materials, and subcontractors availability. If you offer preventative
maintenance, you can plan for recurring tasks based on real time or
forecasted meter readings. And when a project is too big for one work
order, a work breakdown structure (WBS) is used to divide the work into
smaller work packages. |
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Easily Figure Labor
Availability and Costs |
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When planning the labor requirements for a
job, by selecting the necessary labor class you will determine the cost for
job as well as who can be assigned to work on the task. Assign items to a
specific employee and track estimated and actual hours, rates, and markup.
You can even track actual labor by having employees punch in with the
electronic time clock. |
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Monitor and Purchase
Inventory and Materials |
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The integrated inventory and order system for
materials offers the solution you have been looking for to link your work
orders and material requirements. Set reorder points and reorder quantities
for automatic ordering of parts or manually order parts based on needs or
work orders. |
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Maintain Vendor and
Subcontractor Information |
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Vendor management is an important part of
the system. If you bring in subcontractors to help on your projects, PICS
will allow you to track their work along with your own employees.
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Prepare Invoices and Receive
Payments |
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Prepare all your invoices in a variety of
formats, without ever leaving PICS. You can receive payments before an
invoice is created to receive deposits prior to starting work or order a
part. Input full, partial, or progress payments against one or more
outstanding invoices with ease. Task under a single work order can even be
paid by different parties (owners, warranty, insurance, renters, etc.) |
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Manage Contacts |
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Manage all your company’s contacts, including
customers, vendors, employees, and anyone else. You can even add people
directly from Microsoft Outlook. |
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Reports |
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This software features a powerful and
flexible reporting system. Whether you run the predefined reports or create
an ad hoc report, all the information you need to run your company is only
minutes away. Some reports are just straight text reports, others are
graphs, some create labels, and some are also interactive using pivot table
and pivot graph technology. |
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Generate and Record
Communications |
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Whether mail, email, fax, phone calls, or
meetings, all the tools you need are included to generate and record your
communications. The integrated Email system and free flow document creator
enable you to generate memos, letters, transmittals, and more. Track open
items, set action dates for recipients, insert standard messages, and view
all the related communications based on replies. |
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Track Documentation |
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The versatile and powerful document tracking
system stores your documents within a controlled repository. Maintain all
your documentation directly through PICS including documents, spreadsheets,
drawings, pictures, manuals, etc.. Manage distribution of project
documentation, track who received copies, the latest changes and document
history. Includes the ability to check a document out and back in so only
one person can make a change. Integrated approval system ensures the proper
approvals before the document can be released. |
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Administer Assets |
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Reduce loss by tracking your assets, from
tools to equipment. Assign an asset to an employee or work location.
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Attach Notes and Files |
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PICS contains one of the most powerful
methods of attaching an unlimited number of notes and/or files to almost
anything in the system. |
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Interface with QuickBooks |
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PICS can operate without interfacing to an
accounting system. But, for the most power possible, PICS contains an
interface to QuickBooks. You can load PICS initially with information from
QuickBooks to save input time, then periodically update QuickBooks from PICS
with customers, item inventory, vendors, invoices, purchase orders, payments
and time tracking. |
